Key Takeaways Without proper management, capital gains and concentrated stock positions can lead to substantial tax bills and increased portfolio risk. Fortunately, there are several strategies that can help reduce both your tax burden and your risk exposure. Risks of Concentrated Positions Concentrated stock positions can increase your portfolio’s risk exposure in the following critical … Read more
Key Takeaways If you are not taking steps to minimize the tax exposure of your investment portfolio, you could be missing out on significant long-term growth opportunities. Even modest improvements in your portfolio’s tax efficiency can compound into significant wealth over time. Fortunately, there are several time-tested, straightforward strategies that can help minimize your investment … Read more
Key Takeaways When establishing an estate plan, many people focus on strategies such as wills, trusts, charitable planning and powers of attorney, which are all essential components of an effective wealth transfer strategy. However, even the most well-constructed estate plans often overlook one critical question: which assets should go to which heirs? This question brings … Read more
Key Takeaways Planning for the long-term financial security of a loved one with special needs requires specialized strategies and an intentional approach to help ensure adequate assets are available without jeopardizing your loved one’s eligibility for essential benefits, such as Supplemental Security Income (SSI) and Medicaid. If your goals include providing financial support for a … Read more
IRVING, Texas, December 23, 2025 — United Capital Financial Advisors (United Capital), an established registered investment advisor (RIA), today announced the acquisition of Groebl Brothers, an RIA located in Leawood, Kansas. This acquisition adds more than $240 million in assets under management (AUM) to United Capital. “We are thrilled to have Groebl Brothers join United … Read more
If you are a real estate investor, you are likely aware of the significant impact of capital gains taxes and depreciation recapture when selling an appreciated property. If you buy and sell multiple properties throughout your lifetime, these taxes have the potential to significantly hamper your long-term wealth-building potential. For example, if you buy a … Read more
And How to Avoid Them Divorce is as much a financial separation as an emotional one. Amid the legal complexities and emotional strain, it is easy for divorcing couples to overlook the long-term financial consequences of their decisions. However, missteps made during the divorce process can negatively impact both parties for years to come. Here, … Read more
[Irving, Texas] – September 2, 2025 – United Capital Financial Advisors, an established registered investment advisor (RIA), today announced the acquisition of The Paul Group, an ultra-high-net-worth advisory firm managing $1.1 billion in client assets. The transaction closed on August 22, 2025, with the four-person team bringing more than three decades of industry experience and … Read more
As if saving and investing for the future were not already challenging enough, navigating family dynamics can make it even more difficult to achieve your financial goals. The following tips can help you successfully navigate family challenges and improve your overall financial health. #1 – Understand the challenges you face. The first step is to … Read more
LGBTQ couples face unique financial challenges related to family planning, healthcare, estate planning and more. It is important to have a financial plan in place to help you successfully navigate these challenges and achieve financial freedom. As you work to establish a strong financial foundation, consider implementing the following strategies. #1 – Family planning A … Read more