At United Asset Strategies, our mission is to be a steward to our clients and to each other, ever mindful of our clients' unique financial goals and risk tolerances.
United Asset Strategies believes that the single most important investment principle is diversification. We are committed to providing an exceptional client experience, and delivering prudent, disciplined daily money management. United is here to help you plan for the possibilities, whether that’s through our Investment Management, Wealth Management, Pension Consulting, or Insurance Services.
Important Updates for Accounts at TD Ameritrade
Planning for a Lifetime® Starts Here
With the perceived end of Federal Reserve rate hikes on the horizon and the U.S. economy holding up better than expected through this period of Fed tightening, first quarter returns across all major asset classes were positive. To quantify this, the S&P 500 Index was +7.0% on a price basis, while the US Aggregate Bond Index was up 3.0%. As a result, the traditional 60/40 allocation returned 5.4%. These developments follow a positive fourth quarter of 2022, where a 60/40 return exceeded 5%. Over the past two quarters, the S&P 500 Index was up 14.6%, while the US Agg Index returned 4.9%, providing investors with some much-needed relief after a historically challenging first three quarters in 2022.