Wealth Management Archives - Unique Financial Advisors

Planning Your Finances When You’re in the Sandwich Generation

by Vid Ponnapalli | Jun 2, 2023 | College Planning, Retirement Planning, Wealth Management

Planning Your Finances When You’re in the Sandwich Generation Everyone likes a good sammie – they can be delicious and convenient. But when you’re the filling, it’s a different story. A recent survey by the Pew Research Center found that more than 50% of...

Is it Time to Hire a Financial Advisor?

by Vid Ponnapalli | Aug 1, 2022 | Financial Planning, Wealth Management

Is it Time to Hire a Financial Advisor? How Do You Even Do That? For most people, there’s usually a point where their financial life becomes complicated enough that they realize it’s time to hire a professional. This could be at any stage of life;...

Tax Loss Harvesting to Help Minimize Taxes

by Vid Ponnapalli | Jul 24, 2022 | Tax Planning, Wealth Management

Tax Loss Harvesting to Help Minimize Taxes An Upside of a Down Market? Tax Loss Harvesting to Help Minimize Taxes During bear markets or times of stock market volatility, it can be tempting to tune out financial news and stop checking your account...

Staying Safe Around Bears

by Vid Ponnapalli | Jul 16, 2022 | Wealth Management

The S&P 500 recently breached bear territory, which is largely agreed to be a market that has dropped 20% from a recent peak. It’s common to see some retracing. The “bear-market bounce” is real. However, even if the market recovers a bit, it will take some...

Planning for Retirement with Equity Compensation

by Vid Ponnapalli | Jul 8, 2022 | Retirement Planning, Wealth Management

Stock options and restricted stock units (RSUs) are becoming more common as part of a total compensation package. But there are differences between saving for retirement from salary and incorporating stock into a retirement plan. Making automatic contributions to an...

It’s Not About Inflation, It’s About Volatility

by Vid Ponnapalli | Jul 1, 2022 | Wealth Management

It’s Not About Inflation, It’s About Volatility Inflation is driving the headlines and wreaking havoc on budgets. But for long-term investors – mostly everyone – short-term inflation isn’t the biggest risk to financial plans. Volatility is. It’s being...

Planning Your Finances When You’re in the Sandwich Generation

Is it Time to Hire a Financial Advisor?

Tax Loss Harvesting to Help Minimize Taxes

Staying Safe Around Bears

Planning for Retirement with Equity Compensation

It’s Not About Inflation, It’s About Volatility

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