NEWS AND INSIGHTS

Explore Our Thinking

Explore United Capital thinking, insights, and perspectives on the issues that help people live richly.

Financial Life Management Blog

Financial life advice, market, and investment commentary for investors.

FinLife Advisor Blog

Business growth advice and market perspectives for independent advisors and investment advisory firms.

Mo’ Money No Problems

Mo’ Money No Problems

Date: Feb 04, 2019
CityWire

The innovation challenge: What's holding you back?

The innovation challenge: What's holding you back?

Date: Jan 28, 2019
Investment News

Attracting Wealthy Clientele Requires Different Marketing Tactics

Attracting Wealthy Clientele Requires Different Marketing Tactics

Date: Jan 25, 2019
Investors Business Daily

Some Banks Are Handing Out Wedding Loans — Should You Get One?

Some Banks Are Handing Out Wedding Loans — Should You Get One?

Date: Jan 22, 2019
https://www.gobankingrates.com/saving-money/relationships/banks-offering-wedding-loans/

Cavuto Coast to Coast

Cavuto Coast to Coast

Date: Jan 22, 2019
FOX Business

The stakes are higher for women when claiming Social Security

The stakes are higher for women when claiming Social Security

Date: Jan 20, 2019
https://www.cnbc.com/2019/01/18/why-the-stakes-are-higher-for-women-when-claiming-social-security.html

How to Reshape Your Money Mindset

How to Reshape Your Money Mindset

Date: Jan 18, 2019
https://money.usnews.com/money/personal-finance/saving-and-budgeting/articles/how-to-reshape-your-money-mindset

27 Ugly Truths About Retirement

27 Ugly Truths About Retirement

Date: Jan 16, 2019
https://www.gobankingrates.com/retirement/planning/ugly-truths-retirement/#19

Digital Digest: The Latest Tech News: United Capital

Digital Digest: The Latest Tech News: United Capital

Date: Jan 09, 2019
Family Wealth Report

United Capital Launches Mobile App for Investors

United Capital Launches Mobile App for Investors

Date: Jan 09, 2019
ThinkAdvisor

United Capital Launches Mobile App for Investors

United Capital Launches Mobile App for Investors

Date: Jan 09, 2019
Wealth Management

How to Talk to Your Family About Money

How to Talk to Your Family About Money

Date: Dec 29, 2018
Barron's

Biggest events for advisers last year

Biggest events for advisers last year

Date: Dec 27, 2018
Investment News

Top Tips For Protecting Your Assets In 2019

Top Tips For Protecting Your Assets In 2019

Date: Dec 26, 2018
HerMoney.com

Joe Duran’s Long-Term Vision for United Capital

Joe Duran’s Long-Term Vision for United Capital

Date: Dec 17, 2018
Advisor Perspective

Nightly Business Report - December 6, 2018

Nightly Business Report - December 6, 2018

Date: Dec 06, 2018
Nightly Business Report

Kara Murphy Discuss Equity Markets

Kara Murphy Discuss Equity Markets

Date: Dec 06, 2018
TD Ameritrade Network

Stop asking for referrals. You're better than that

Stop asking for referrals. You're better than that

Date: Dec 03, 2018
Investment News

Market volatility? Crazy stock moves just back to normal

Market volatility? Crazy stock moves just back to normal

Date: Nov 20, 2018
Philadelphia Inquirer

United Capital Partners With Medicare BackOffice

United Capital Partners With Medicare BackOffice

Date: Nov 20, 2018
Wealth Management

Nightly Business Report

Nightly Business Report

Date: Nov 07, 2018
Nightly Business Report

Learning from the woes of Sears, General Electric

Learning from the woes of Sears, General Electric

Date: Nov 06, 2018
Investment News

United Capital’s Joe Duran: Don’t Do This

United Capital’s Joe Duran: Don’t Do This

Date: Nov 06, 2018
FOX Business

Should I invest while saving for a home?

Should I invest while saving for a home?

Date: Nov 05, 2018
Bankrate

Video killed the radio star

Video killed the radio star

Date: Oct 30, 2018
Investment News

How To Keep Goldman Sachs From Stealing Your Clients

How To Keep Goldman Sachs From Stealing Your Clients

Date: Oct 30, 2018
Wealth Management

How advisors are missing a major client demographic

How advisors are missing a major client demographic

Date: Oct 30, 2018
Financial Planning

Wealthfront rolls out free planning tool

Wealthfront rolls out free planning tool

Date: Oct 23, 2018
Financial Planning

Why Everyone Should Want to Be a ‘Money Queen’

Why Everyone Should Want to Be a ‘Money Queen’

Date: Oct 23, 2018
Go Banking Rates

How to Stay Confident in a Shaky Market

How to Stay Confident in a Shaky Market

Date: Oct 19, 2018
US News

How big of a concern is inflation?

How big of a concern is inflation?

Date: Oct 19, 2018
Yahoo! Finance

The Humble Approach to Managing Billions

The Humble Approach to Managing Billions

Date: Oct 16, 2018
Real Vision TV

Is artificial intelligence the next bitcoin?

Is artificial intelligence the next bitcoin?

Date: Oct 12, 2018
Investment News

Joe Duran on Playing Games With Clients

Joe Duran on Playing Games With Clients

Date: Sep 24, 2018
Barron's

Joe Duran has a game plan, and anyone can play

Joe Duran has a game plan, and anyone can play

Date: Sep 22, 2018
Investment News

Does Live Oak Bank face a potential conflict of interest?

Does Live Oak Bank face a potential conflict of interest?

Date: Sep 18, 2018
Financial Planning

Top Independent Financial Advisors

Top Independent Financial Advisors

Date: Sep 14, 2018
Barron's

8 Misconceptions About Health Care Costs in Retirement

8 Misconceptions About Health Care Costs in Retirement

Date: Sep 12, 2018
US News & World Report

Clients Who Lose A Spouse Require Both Empathy And Skill

Clients Who Lose A Spouse Require Both Empathy And Skill

Date: Sep 11, 2018
Financial Advisor Magazine

Duran: Do Clients Know What You’re Worth?

Duran: Do Clients Know What You’re Worth?

Date: Sep 05, 2018
Wealth Management

Financial FOMO: Avoiding 'Comparison Envy'

Financial FOMO: Avoiding 'Comparison Envy'

Date: Sep 04, 2018
Wall Street Journal