Egan, Berger and Weiner, LLC - Financial Planning

06/02/2026

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

U.S. stocks extended gains in May, with the S&P 500 ending the month with seven straight daily gains and its ninth consecutive weekly gain, its longest winning…

06/01/2026

Markets are riding a nine-week rally, but a data-heavy week will test that momentum. With PMIs, job openings, and the May jobs report in focus, we are watching labor strength and inflation signals closely. The question: can the rally continue, or does volatility return? See what Chief Market Strategist Brian Klimke thinks 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...

05/28/2026

Estate plans handle structure.
Values provide direction.

When families understand the purpose behind wealth, they’re better prepared to make thoughtful decisions when circumstances change. Retirement is often an important time to align both.

05/26/2026

A quiet week for data, but Thursday’s PCE report still matters. Inflation is expected to remain above the Fed’s target. But the bigger driver? Geopolitics—especially in the Middle East. See why Chief Market Strategist Brian Klimke says markets may take cues from headlines, not data, 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...

05/26/2026

Congratulations to the Class of 2026!

Whether you have already walked across the stage or are preparing for graduation day, this is an exciting milestone and the start of a new chapter.

As you celebrate your hard work, now is also a great time to begin thinking about your financial future. Building smart habits early, from budgeting to saving to understanding your first paycheck, can help set the foundation for the years ahead.

At EBW, we are proud to support the next generation as they take their next steps, helping start your tomorrow, toda

05/25/2026

05/21/2026

Read the latest issue of Financial Watch here:

When basic money management principles such as saving, spending, earning, and giving are taught at an early age children are more likely to grow into teens and…

05/20/2026

Don't forget to register for EBW's annual Family Fun Day by May 21st. Check your email for registration details and we will see you May 30th! 🧗‍♀️⚾🫕

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...

05/18/2026

AI Is Making Scams Feel Real 🚨

Scammers are getting harder to spot.

AI can help them write cleaner emails, create realistic voice messages, and personalize scams using details that sound familiar. That means the old advice of “look for typos” is no longer enough.

Before you click a link, send money, or share personal information, pause.

👉 Read the blog here: https://www.ebwllc.com/blog/how-to-protect-your-finances-from-ai-driven-scams