Kalfen Financial Solutions

Kalfen Financial Solutions Our goal is to help clients successfully navigate the three cornerstones of their financial life. First, help accumulate and grow their wealth.

Next, protect what they have accumulated, and finally help distribute and leave a family legacy. Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. Home offices at 200 N. Martingale Rd., Schaumburg, IL 60173; phone 888-528-2987.

A quieter market week is setting the stage for something bigger. Fed signals, fresh leadership, and inflation trends all...
05/18/2026

A quieter market week is setting the stage for something bigger. Fed signals, fresh leadership, and inflation trends all coming into focus. Stay tuned—this is where clarity begins. CIO Gene Goldman explains in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Markets are high, risks are real—but so are opportunities. With solid growth and cash on the sidelines, pullbacks don’t ...
05/14/2026

Markets are high, risks are real—but so are opportunities. With solid growth and cash on the sidelines, pullbacks don’t have to be scary. Staying flexible and opportunistic still matters.

Markets are at record highs—but it’s not all smooth sailing. Inflation and global headlines may stir up some bumps, and rate cuts may be harder to come by.…

CPI hits Tuesday. PPI follows Wednesday. With elevated energy costs and sticky services prices, the data could surprise—...
05/11/2026

CPI hits Tuesday. PPI follows Wednesday. With elevated energy costs and sticky services prices, the data could surprise—and influence how long the Fed stays on hold. CIO Gene Goldman breaks down what to watch and why it matters for markets in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

This Monthly Recap summarizes market performance, major events and news from April 2026. Read more here:
05/04/2026

This Monthly Recap summarizes market performance, major events and news from April 2026. Read more here:

U.S. stocks strongly rallied in April, with investors shaking off geopolitical headwinds, rising inflation concerns, and intense oil volatility, thanks to…

No rate cut last week — and don't expect one anytime soon. Inflation is still running hot, input costs are rising, and s...
05/04/2026

No rate cut last week — and don't expect one anytime soon. Inflation is still running hot, input costs are rising, and several Fed members are pushing back hard on any talk of cuts. The labor market is softening, but not enough to override the inflation threat. All eyes on Friday's jobs report. See why CIO Gene Goldman expects it to disappoint in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

With Chair Powell's term expiring mid-May, incoming Fed Chair Kevin Warsh is signaling key changes — less communication,...
04/27/2026

With Chair Powell's term expiring mid-May, incoming Fed Chair Kevin Warsh is signaling key changes — less communication, a new inflation metric, and a preference for rate adjustments over balance sheet moves. A dovish shift may be on the horizon. CIO Gene Goldman discusses this and more in

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Middle East headlines matter—but Tuesday’s Senate Banking Committee hearing for Fed Chair nominee Kevin Warsh brings the...
04/20/2026

Middle East headlines matter—but Tuesday’s Senate Banking Committee hearing for Fed Chair nominee Kevin Warsh brings the spotlight back to the Fed. With inflation pressures rising, the Fed may be handcuffed—and rate-cut hopes are fading. Learn more as CIO Gene Goldman discusses .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Read the latest issue of Financial Watch here:
04/16/2026

Read the latest issue of Financial Watch here:

If you’re seeking to expand your understanding of money management concepts, techniques, and strategies, there’s no better time than during National Financial…

Read the latest issue of Retire Wise here:
04/14/2026

Read the latest issue of Retire Wise here:

For many families, passing down the values that shaped their financial success is just as important as transferring the wealth itself. While there’s no single blueprint for preparing the next generation to become thoughtful stewards of family wealth, learn how early and ongoing financial education...

The markets are watching the Middle East closely. Last week’s U.S.–Iran ceasefire was welcomed, but mixed rhetoric means...
04/13/2026

The markets are watching the Middle East closely. Last week’s U.S.–Iran ceasefire was welcomed, but mixed rhetoric means caution remains. Still, market optimism makes sense, and pullbacks are buying opportunities. Even with recent volatility, earnings estimates remain solid. See why CIO Gene Goldman thinks the start of earnings season will be key in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Markets remain volatile amid Middle East tensions and inflation pressure, keeping the Fed constrained. Still, the backdr...
04/06/2026

Markets remain volatile amid Middle East tensions and inflation pressure, keeping the Fed constrained. Still, the backdrop isn’t all negative: the economy remains resilient, cash is sitting on the sidelines, and valuations have improved. Pullbacks may continue to create opportunities. CIO Gene Goldman explains why this week’s inflation data will be key in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Address

977 Lakeview Pkwy, Ste 130
Vernon Hills, IL
60061

Opening Hours

Monday 10am - 8pm
Tuesday 10am - 8pm
Wednesday 10am - 8pm
Thursday 10am - 8pm
Friday 10am - 8pm

Telephone

+12242067566

Website

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