NEWS AND PRESS

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Our approach is making a difference — and people are taking notice. See why news outlets across the country are spreading the word about United Capital.

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

Helping People Build a Financial Plan for Life

Helping People Build a Financial Plan for Life

Date: Aug 22, 2018
Advisors Magazine

Tesla shares plummet as SEC probe expands

Tesla shares plummet as SEC probe expands

Date: Aug 17, 2018
Fox Business

29 Brilliant Retirement Ideas

29 Brilliant Retirement Ideas

Date: Aug 12, 2018
GoBankingRates

Time or money: Which is more important?

Time or money: Which is more important?

Date: Aug 06, 2018
InvestmentNews

Should You Go Into Debt for Your Wedding?

Should You Go Into Debt for Your Wedding?

Date: Aug 06, 2018
Martha Stewart Weddings

10 tips for planning the perfect staycation

10 tips for planning the perfect staycation

Date: Aug 05, 2018
Business Insider

Kara Murphy Talks Opportunities in Homebuilders

Kara Murphy Talks Opportunities in Homebuilders

Date: Aug 03, 2018
TD Ameritrade

Harnessing the power of behavioral finance tools

Harnessing the power of behavioral finance tools

Date: Jul 12, 2018
Financial Planning

Are baby boomers the new millennials?: In|Vest 2018

Are baby boomers the new millennials?: In|Vest 2018

Date: Jul 06, 2018
Financial Planning

Is Fixed Income Ready for Factors?

Is Fixed Income Ready for Factors?

Date: Jul 06, 2018
Barron's

The problem with goals

The problem with goals

Date: Jul 02, 2018
Investment News

10 habits of highly innovative financial execs

10 habits of highly innovative financial execs

Date: Jun 28, 2018
InvestmentNews

To Earn More Money, Maximize Your Time

To Earn More Money, Maximize Your Time

Date: Jun 28, 2018
Barron's

Are your clients getting an optimum experience?

Are your clients getting an optimum experience?

Date: Jun 22, 2018
Financial Planning

Are your clients getting an optimum experience?

Are your clients getting an optimum experience?

Date: Jun 22, 2018
Financial Planning

27 Ugly Truths About Retirement

27 Ugly Truths About Retirement

Date: Jun 17, 2018
GOBankingRates

7 Investing Lessons Dad Forgot to Teach You

7 Investing Lessons Dad Forgot to Teach You

Date: Jun 15, 2018
US News & World Report

The Money Lessons I Learned From My Dad

The Money Lessons I Learned From My Dad

Date: Jun 14, 2018
GOBankingRates

Byron Ellis talks money with high school girls from The Woodlands National Charity League

Byron Ellis talks money with high school girls from The Woodlands National Charity League

Date: Jun 06, 2018
https://www.woodlandsonline.com/npps/story.cfm?nppage=60800

Life Management: Transparency, communication key to keeping clients

Life Management: Transparency, communication key to keeping clients

Date: Jun 03, 2018
Atlanta Business Chronicle

New Shooter, Biggest Deal; Joe Knows Wealth

New Shooter, Biggest Deal; Joe Knows Wealth

Date: Jun 01, 2018
Orange County Business Journal

Nightly Business Report

Nightly Business Report

Date: May 28, 2018
CNBC

Will financial wellness fly for Envestnet?

Will financial wellness fly for Envestnet?

Date: May 22, 2018
Financial Planning