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Successful Long-term investing requires more than simply putting away money and forgetting about it. You need a solid strategy to overcome inflation, market ups and downs, and life’s uncertainties. ...
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So, you want to invest for the long haul and set yourself up for success decades later? Smart thinking. With advancements in healthcare allowing people to live longer, planning for a lengthy lifespan is critical.
With the right principles guiding your investment management, you can build wealth over time and achieve financial security. In this article, we explore key principles for successful long-term investing so you can craft an investment ...
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Weekly Market Update – 10.19.2026
Unify Financial Advisors Weekly Market Update
Markets experienced a volatile week as concerns over elevated valuations in technology and artificial intelligence stocks weighed on investor sentiment. The S&P 500 and Nasdaq declined 1.95% and 4.48%, respectively, while the DJIA gained 0.67%. Information technology was the weakest-performing sector, falling 6.60%, while consumer staples, health care, and energy led the market. Geopolitical tensions contributed …
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Weekly Market Update – 10.12.2026
Unify Financial Advisors Weekly Market Update
Markets ended higher last week following a strong rally on Friday. The S&P 500, DJIA, and Nasdaq gained 1.15%, 0.93%, and 0.64%, respectively. The Nasdaq recorded its fourth consecutive weekly gain, while the S&P 500 snapped a seven-week losing streak. Most market sectors posted gains, with information technology and industrials being the only exceptions.
Economic data showed strong growth in the services sector …
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Weekly Market Update – 10.5.2026
Unify Financial Advisors Weekly Market Update
Investors’ focus remained on interest rates, inflation, and the labor market last week, driving increased volatility. Technology and AI stocks continued to support the market, helping the Nasdaq finish higher, while the Dow declined. Oil prices also fell below $92 per barrel as G7 nations announced plans to release crude and diesel reserves.
Economic reports pointed to continued growth but some cooling in the labor …
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Weekly Market Update – 9.28.2026
Markets ended last week higher as technology and AI stocks continued to attract investors. The S&P 500, Nasdaq, and Dow all finished higher. At the same time, Treasury yields rose, while crude oil prices declined late in the week as hopes for progress toward a U.S.-Iran agreement involving the Strait of Hormuz increased.
Economic reports showed new home sales increased in July, while durable goods orders were little changed. Weekly unemployment …
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Weekly Market Update – 9.21.2026
Unify Financial Advisors Weekly Market Update
Markets were mixed last week as investors reacted to the Federal Reserve’s first interest-rate increase in three years, rising Treasury yields, and elevated energy prices. The Dow and S&P 500 declined 1.69% and 0.08%, respectively, while the Nasdaq gained 0.72% as technology stocks showed resilience. The 10-year Treasury yield climbed to approximately 5.00%, weighing on utilities, …
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Weekly Market Update – 9.14.2026
Unify Financial Advisors Weekly Market Update
Markets ended last week lower despite strong gains on Friday, as investors weighed rising energy prices, inflation, Treasury yields, and the increasing likelihood of a Federal Reserve rate hike. The Dow, S&P 500, and Nasdaq declined 1.57%, 0.80%, and 0.66%, respectively. Energy and communication services were the only sectors to post gains, while health care stocks fell more than 3.5%.
Economic data …
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Weekly Market Update – 9.15.2026
Unify Financial Advisors Weekly Market Update
U.S. markets kicked off September on a mostly positive note, as investors balanced strong corporate earnings from companies like Dell with a stronger-than-expected jobs report and the prospect of Fed rate hikes. The Nasdaq and S&P 500 gained 0.40% and 0.09%, respectively, while the Dow slipped 0.27%. Crude oil jumped nearly 9.5% amid continued U.S.-Iran tensions.
The August jobs report showed payrolls increasing by …
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Estate Planning Checklist
Estate Planning: An Important Part of Your Financial Future
Thank you to everyone who participated in our recent client survey. Your feedback helps us better understand the financial topics that matter most to you.
Estate planning was one of the top priorities identified by our clients, so we wanted to share the article below as a helpful resource:
ESTATE PLANNING CHECKLIST
If this article brings up any questions about your own financial or estate planning goals, please don’t …
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Weekly Market Update 8.31.2026
Unify Financial Advisors Weekly Market Update
Major U.S. stock indexes ended the last full week of August modestly higher, supported by strong AI-related earnings. The Nasdaq gained 0.85%, while the S&P 500 and Dow rose 0.49% and 0.53%, respectively. Shares of Salesforce rallied following a better-than-expected earnings beat and news of a partnership with Anthropic. The positive report calmed some fears of a SASpocolypse, where AI replaces …
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Weekly Market Update – 8.24.2026
Unify Financial Advisors Weekly Market Update
Wall Street pulled back last week, ending a multi-week winning streak as elevated Treasury yields, higher crude oil prices, mixed corporate earnings, and weakness in several technology and mega-cap stocks weighed on markets. The Nasdaq fell 2.05%, the S&P 500 declined 1.43%, and the Dow lost 0.85%. Walmart reported its smallest quarterly sales increase since 2020 as some Americans continue to spend cautiously.
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