As interest rates rise, managing debt becomes less about simply paying down balances and more about preserving financial flexibility. High borrowing costs make
The S&P 500 continued higher in the 3rd quarter, as highlighted by the 2% return in Exhibit 1 of our quarterly letter, with year-to-date gains nearing 13%. For
When it comes to administering a 401k, it can often feel overwhelming for business owners. The rules, duties and responsibilities are complex. As a retirement
Despite energy price fluctuations caused by the War in Iran - and the uncertainty added to an already complicated inflation picture -
Today’s financial markets have solid fundamental underpinning, as seen in the impressive +25% earnings growth expected for the S&P 500 in 2026. Still, some of
Saving for the future is not just about how much you invest but also about where you invest. Each type of investment account has its own tax characteristics
The United team is grateful for the opportunity to support Island Harvest Food Bank on Friday, a leading hunger-relief organization working to end hunger and
Effective January 1st, 2026, a new IRS rule will require certain employees to make retirement plan catch-up contributions on a Roth (after-tax) basis. This
The stock market's been on a tear, driven largely by a handful of big tech names, the so-called Magnificent Seven. While we recognize that valuations are
We are excited to share that United Asset Strategies has been named to the Forbes 2025 Top RIA firms!
Rankings generated by SHOOK Research are based on