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Why Long Term Investing Matters


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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 – 9.15.2026


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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


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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


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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


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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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Weekly Market Update – 8.17.2026


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Unify Financial Advisors Weekly Market Update Wall Street finished higher last week as solid second-quarter earnings continued, and expectations grew that the Federal Reserve may hold interest rates steady following a cooler CPI report. The S&P 500 reached a record high, with nine of 11 sectors posting gains. Treasury yields eased, while crude oil climbed above $82 per barrel as the U.S. increased pressure on Iran to reopen the Strait of Hormuz. Economic data …
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Weekly Market Update – 8.10.2026


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Unify Financial Advisors Weekly Market Update Wall Street ended last week on solid footing, with all major indexes posting notable gains, supported by strong second-quarter earnings and a cooler-than-expected labor report. The S&P 500, Nasdaq, and Dow each advanced, while technology, consumer discretionary, materials, and communication services outperformed. Gold rallied as the dollar weakened and bond yields fell, while crude oil prices declined late in …
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Weekly Market Update – 8.3.2026


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Unify Financial Advisors Weekly Market Update Markets finished higher last week despite heightened volatility as investors weighed strong second-quarter corporate earnings, the Federal Reserve’s decision to leave interest rates unchanged, and a slate of economic data. Stocks rebounded after a sharp mid-week decline following the Fed announcement, while long-term Treasury yields moved higher amid lingering inflation concerns. Crude oil prices remained volatile, fluctuating with …
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Weekly Market Update – 7.27.2026


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Unify Financial Advisors Weekly Market Update Markets ended the week lower despite a broad rally on Friday, with the Global Dow being the only major index to finish positive. Volatility in the Middle East drove sharp swings in oil prices, while Treasury yields climbed to their highest levels since January. Energy, industrials, technology, utilities, health care, and materials outperformed, while consumer discretionary, consumer staples, and communication services lagged. …
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Weekly Market Update – 7.20.2026


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Unify Financial Advisors Weekly Market Update Markets finished the week lower as escalating conflict in Iran fueled a risk-off sentiment, and weakness in AI and semiconductor stocks weighed on major indexes. Energy stocks outperformed as crude oil climbed to its highest level in a month, while investors shifted away from large-cap technology shares. Last week kicked off a strong Q2 earnings season. Of the 10% of S&P 500 companies that have reported, 88% have beaten …
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Weekly Market Update – 7.13.2026


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Unify Financial Advisors Weekly Market Update Markets ended the week higher after overcoming early volatility tied to renewed tensions in the Middle East. Technology stocks led the advance, supported by a strong U.S. market debut from a major South Korean chipmaker, while energy shares also gained as oil prices climbed on continued supply concerns in the Strait of Hormuz. Consumer discretionary, industrials, and materials lagged. Economic data varied last week. Service-sector …
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    Unify Financial Advisors
    1465 S Fort Harrison Ave.
    Suite 201
    Clearwater, FL 33756
    (727) 306-0299

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