Wooster Square Advisors: Milestone ceremony during Black History Month underscores leadership, representation, and commitment to expanding access within the financial planning profession.

Wooster Square Advisors: This presentation was proudly hosted by Wooster Square Advisors as part of its ongoing commitment to delivering timely market insights and thought leadership to clients and the broader community.

In today’s financial markets, calm headlines and rising indexes can mask underlying risks. In this engaging and insightful outlook, Gene Goldman, CFA, explores what he calls a “White Lotus” market — one that appears serene on the surface but carries hidden pressures beneath.

From elevated valuations and market concentration to Federal Reserve uncertainty and shifting economic dynamics, investors face a complex environment in 2026. While corporate earnings remain strong and economic data has surprised to the upside, risks such as policy shifts, bond market volatility, and narrowing diversification require thoughtful navigation.

The key takeaway: disciplined, long-term investing, diversification, and active risk management matter more than ever. Successful investors focus less on short-term market drama and more on strategic positioning for sustainable, long-term growth.

Cetera Investment Management provides the insights, portfolio strategies, and guidance to help investors move confidently through today’s evolving market landscape.

Financial Advisor: At this point last year, many advisors were positioning clients for a very different environment than the one that ultimately unfolded. Inflation was expected to cool faster, rate cuts were widely anticipated, and recession forecasts were still embedded in many portfolio conversations.

Wooster Square Advisors: New Haven-based investment management firm serving affluent families, business owners and professionals by offering sophisticated financial planning, today announced that Jason Merker, JD, CFA, has joined the firm as Wealth Manager.

Wooster Square Advisors: New Haven-based investment management firm offering affluent families, business owners, and professionals a premium client experience with proven and sophisticated financial planning, has announced that industry veteran, Craig Platt, has joined the firm as Wealth Manager. In his role, Platt will help clients with sophisticated, high-touch wealth management services and proven growth methodologies.

Hartford Business Journal: Carlos Salmon, Partner & Wealth Manager at Wooster Square Advisors, authors the weekly edition of HBJ's "Expert's Corner" to provide knowledgable investment strategies through key decades of life.

Hartford Business Journal: Brett Amendola, a veteran financial planner, has founded a new wealth management firm, Wooster Square Advisors in New Haven. He’s part of a national trend of financial planners joining the Registered Investment Advisor (RIA) movement.

Quinnipiac Today: “Brett excels at everything he chooses to do," said President Judy Olian. "His lifelong devotion to Quinnipiac from serving as Alumni President, to Trustee and Chair of the Investment Committee, to now significant donor — he’s a lifelong Bobcat.  He’s a friend and a person who’s constantly thinking: How can I assist Quinnipiac? What’s relevant to Quinnipiac? What can I help them learn? Who do they need to know? We're way stronger because of Brett."

The DI Wire: "The six-member team of Wooster Square Advisors, led by Brett Amendola, has affiliated with Cetera Advisor Networks via Cetera Wealth Partners. Wooster Square Advisors manages about $250 million in assets under administration, as of Jan. 30, 2023, serving small businesses, legal professionals, and clients in higher education and medical fields in New Haven, Connecticut."

Financial Advisor IQ: "Cetera has announced that Wooster Square Advisors has affiliated with them via Cetera Wealth Partners. The Wooster team brings a combined 150 years of experience and was previously affiliated with Park Avenue Securities, managing about $250 million in assets under administration, as of Jan. 30, 2023. Cetera reported a record $13 billion in organic assets under administration in 2022, with more than 8,000 financial professionals overseeing $322 billion in assets under administration and $115 billion in assets under management."

New Haven Biz: "Wooster Square Advisors has affiliated with Cetera Advisor Networks, a division of Cetera Financial Group, citing Cetera's technology, product suite, and vision for their practice. Wooster Square previously managed $250 million in assets under administration and was affiliated with Park Avenue Securities. Cetera affiliates recruited a record $13 billion in assets under administration last year."

FA Mag: "Wooster Square Advisors has teamed up with Cetera Wealth Partners and joined Cetera Advisor Networks. The Connecticut-based team, led by Brett Amendola, brings a combined 150 years of experience serving families, business owners, and professionals. This move comes after Cetera communities recruited a record $13 billion in assets under administration last year."