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 . […]
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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 […]
Have you ever made a mistake? I’ll bet your financial advisor has.
Be honest. We all make mistakes the first time we do something. Mistakes are how we learn and reach our goals. Most of the time we get a second chance while armed with everything we learned the first time around. We learn from our experience and when we don’t make the same mistake twice, it’s […]
Will my money last as long as I do?
If you don’t know the answer to this question, please know that you are not alone in your uncertainty. We meet so many people who are clearly not comfortable thinking about their future, much less planning for it. On the flip side, some never stop worrying about what will happen when they get older—scrimping and […]
