- (727) 306-0299
Blog
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. ...
Read more...
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 ...
Read more...
Weekly Market Update – 6.15.2026
Unify Financial Advisors Weekly Market Update
Markets finished the week higher despite a volatile start driven by concerns over the U.S.-Iran conflict, inflation, and the potential for a technology-sector pullback. Sentiment improved as tensions in the Middle East eased and the record-setting SpaceX IPO boosted optimism. Small-cap stocks led gains, while crude oil and gold prices moved lower.
In addition to the positive market movement, economic data showed …
Read more…
Weekly Market Update – 6.8.2026
Unify Financial Advisors Weekly Market Update
Markets pulled back last week as stronger-than-expected employment data reduced expectations for a near-term interest rate cut. A sharp selloff on Friday, led by technology stocks, pushed major indexes lower, while rising Treasury yields reflected a shift toward a higher-rate outlook.
Economic data remained generally positive, with employers adding 172,000 jobs in May and job openings increasing in April. Manufacturing activity …
Read more…
Weekly Market Update – 6.1.2026
Unify Financial Advisors Weekly Market Update
Markets moved higher last week on easing concerns over U.S.-Iran tensions and renewed IA optimism. Major indexes posted gains, with the S&P 500 extending its winning streak and the Dow reaching new highs. Strong durable goods orders and faster first-quarter GDP growth also helped support markets.
Economic data showed contrasting trends, as inflation remained elevated and new home …
Read more…
Weekly Market Update – 5.25.2026
Unify Financial Advisors Weekly Market Update
U.S. equities moved higher last week, with the S&P 500 gaining 0.88%, notching its eighth straight week of gains, its longest since 2023. Solid corporate earnings, particularly from the AI sector, helped support technology shares, while easing Treasury yields and lower oil prices added to positive sentiment. Sector leadership came from consumer discretionary, health care, real estate, and utilities, while communication services and …
Read more…
Weekly Market Update – 5.18.2026
Unify Financial Advisors Weekly Market Update
Markets were mixed last week as investors weighed rising inflationary pressures, fluctuating oil prices, and mixed consumer spending. The S&P 500 briefly reached another record high before pulling back to end the week nearly flat. Memory storage stocks sold off, capping a meteoric rise that started last September. Treasury yields also climbed sharply following hotter-than-expected inflation data, with the 30-year Treasury …
Read more…
Weekly Market Update – 5.11.2026
Unify Financial Advisors Weekly Market Update
Markets advanced again last week as investor optimism remained strong following encouraging economic data and another solid round of corporate earnings. The S&P 500 and Nasdaq Composite both reached new record highs, led by continued strength in technology stocks. Falling oil prices and easing concerns around interest rates also helped support equity markets, even as geopolitical tensions in the Middle East remained …
Read more…
Weekly Market Update – 5.4.2026
Unify Financial Advisors Weekly Market Update
Equities extended their gains last week, with the S&P 500 and Nasdaq Composite both closing at record highs as strong corporate earnings supported investor sentiment. With 63% of S&P 500 companies having reported Q1 2026 EPS, 84% beat estimates, according to FactSet.
Economic data reflected steady growth with some mixed trends. The Federal Reserve held interest rates unchanged, noting solid activity …
Read more…
Weekly Market Update – 4.27.2026
Unify Financial Advisors Weekly Market Update
Investor sentiment improved last week, lifting equities as geopolitical concerns eased, US manufacturing improved, and early earnings results came in stronger than expected. Strength in mega-cap technology stocks drove the NASDAQ Composite to a notable 10-day winning streak, and the S&P 500 approached record levels. Gains were led by information technology, energy, and consumer staples, while health care and …
Read more…
Weekly Market Update – 4.20.2026
Unify Financial Advisors Weekly Market Update
Equities posted a strong advance last week as geopolitical risks eased and the Strait of Hormuz reopened, improving overall market sentiment. The S&P 500 climbed to a new high while the Nasdaq extended a lengthy winning streak, with large-cap and technology shares leading the move higher. A resurgence of interest in AI-related companies helped drive gains, while crude oil prices dropped notably, prompting some capital to …
Read more…
Weekly Market Update – 4.13.2026
Unify Financial Advisors Weekly Market Update
Markets extended their rebound for a second consecutive week, supported by easing geopolitical tensions following a ceasefire between the U.S. and Iran. Investor sentiment improved as volatility declined, lifting all major indexes and most sectors, with technology and consumer-focused stocks leading gains. Meanwhile, oil prices pulled back sharply after earlier spikes, and Treasury yields finished the week relatively unchanged despite …
Read more…