By Richard Boehm, CFP® I’m a big believer that when it comes to your money, you need to look at it as a whole, not in pieces. At Unified Wealth Management, we’re passionate about our total net worth approach that combines comprehensive financial planning and investment management. We bring together the key elements of your […]
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How We Help You Make Financial Decisions That Weather the Ups and Downs in the Market
By Richard Boehm, CFP® Is the complexity of your financial situation causing confusion? Is your financial future a major source of anxiety? We know the markets, the economy, and financial planning can be challenging, complex, and disconcerting. The good news: there’s no reason to go at it alone. As part of our process and a […]
Here are 4 factors driving inflation right now and how they play into your holistic financial plan.
At Unified Wealth Management, we love to help people pursue their financial goals. One of the ways we do this is by discussing financial topics that affect us all. I’m a big believer that our best client is an educated client so, today, I want to talk about something that’s all over the news . […]
Risk. It’s just not the same as volatility.
In case you haven’t noticed, the financial markets have been rather volatile. On any given day, the Dow can be down many hundreds of points and then reverse itself in the next session. Other indexes and markets have been performing similarly. Volatility is a period of time when short-term investors become extremely sensitive and react […]
Is a volatile market on the horizon? How rising inflation, speculation, political division, and interest rates may upend our smooth ride up.
It’s mid-2021. Just as we’ve finally landed on quiet shores, completely exhausted by the pandemic, we are being dragged back out to sea to navigate one of the most complex financial markets in recent memory… maybe in our history. The markets have been hit by a series of complex influences; inflation, highly speculative trading, political […]
How we maximize your retirement savings with family tax bracket management
When clients begin working with us, they often ask the same two retirement questions. “Will I make it?” and “Do I have any financial blind spots?” They’re not alone. Most people, maybe even you, have had the same concerns about the future. That’s why, at Unified, we have developed a unique process when it comes […]
