Investing in a college education rivals buying a home in terms of financial impact. Learn more about the strategies a financial advisor uses when creating a plan to help you balance current obligations with future goals.
United Capital Financial Advisors, LLC
Financial Services
Irving, Texas 14,362 followers
About us
United Capital Financial Advisors, LLC, is a registered investment advisor providing comprehensive planning and investing strategies to make investors more confident about using their money to live the life they want today, while planning for tomorrow.
- Website
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https://www.unitedcapitalwealth.com/
External link for United Capital Financial Advisors, LLC
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Irving, Texas
- Type
- Privately Held
- Specialties
- Comprehensive Wealth Management, Financial Planning, Investment Management, Estate Planning and Trusts, Strategic Tax Planning, and Retirement Planning
Locations
Employees at United Capital Financial Advisors, LLC
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Charlie Haynor
Head of Larkspur Office | United Capital Financial Advisors
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Charlie York, CFA
Vice President - Senior Wealth Advisor at United Capital | Advisor to Business Owners, Senior Executives, Multi-Generational Families and Non-Profit…
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Kathleen Hogan Fanelli, CIMA®, CFP®
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Shane Sullivan, CFP®
Vice President at Goldman Sachs Ayco
Updates
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Balancing investment risk and returns is crucial for long-term financial success. While higher risk can lead to higher returns, it is important to understand the right balance for your unique situation. There are a few key areas to consider: - Understand the types of risk you may face (these include volatility, liquidity, inflation, interest rate, default and political) - Determine your personal risk tolerance - Clarify your specific investment goals - Assess your investment timeline - Establish a target rate of return Learn more about optimizing your investment strategy for your situation in our recent article. https://lnkd.in/eUU8rAKx
Risk vs. Returns: 5 Tips for Finding the Right Balance
https://unitedcapitalwealth.com
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Markets are often inefficient and unpredictable due to investors’ biases and incorrect beliefs regarding price and risk. From herd behavior to loss aversion, our own biases can greatly impact our investment behaviors. However, having an awareness of these biases can help us make more rational decisions, ultimately leading to better financial outcomes. https://lnkd.in/e5YChhfV
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Starting your retirement planning journey can be overwhelming, especially when trying to choose the right type of retirement savings account. In this article, we break down some of the most popular retirement plan types and offer tips to help you find the savings vehicle that best suits your needs. https://lnkd.in/eXuStB_M
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Having a career at United Capital means approaching opportunities with innovation, commitment and passion. If this resonates with you, check out our open positions and take the next step in your career with us. https://lnkd.in/e98KTWaa
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According to a study by Fidelity Investments, as of 2021, 67% of women are now investing outside of retirement plans, up from just 44% in 2018. While this is good news for women’s long-term financial security, women face unique investing challenges, including longer lifespans than their male counterparts, a higher likelihood of taking on care-giving responsibilities for aging parents and higher lifetime healthcare expenses. We're breaking down investing tips in this short article: https://lnkd.in/ga67X4QM
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By focusing solely on your retirement future, you may run the risk of missing out on enjoying life in the present. On the other hand, with living only for now, there is the risk you may come up short for retirement, which may mean you have to stay in the workforce longer than you want. Discover how you can strike a balance between planning for the future and enjoying life now in this short article.
Striking a Balance Between Living Richly Now and Planning for Your Future | United Capital Financial Advisors
https://unitedcapitalwealth.com
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Scenario planning is an approach that can help you evaluate how your retirement savings may hold up in different situations. It can help you determine: ▪ When to retire ▪ Your level of retirement readiness based on your goals ▪ Your potential tax exposure ▪ Whether you need to make any changes to your investment portfolio ▪ The potential tax burden on your heirs once they inherit your assets ▪ The types of risks you may face, such as longevity and inflation https://lnkd.in/gY8dgrmr
How to Scenario Plan for Your Retirement | United Capital Financial Advisors
https://unitedcapitalwealth.com
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Having a career at United Capital means approaching opportunities with innovation, commitment and passion. If this resonates with you, check out our open positions and take the next step in your career with us. https://lnkd.in/e98KTWaa
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It is very common for one person in the household to be primarily responsible for managing the finances; however, it is important that both partners are engaged with household financial decisions. https://lnkd.in/eAwJZXEe
The Importance of Keeping the Non-CFO Partner Engaged | United Capital Financial Advisors
https://unitedcapitalwealth.com