Wealth Management Archives - Page 2 of 7 - Unique Financial Advisors

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...

Financial Fitness: Mid-Year Check-In

by Vid Ponnapalli | Jun 15, 2022 | Wealth Management

Financial Fitness: Mid-Year Check-In If you haven’t yet sorted your plan for charitable giving for 2022, the slower pace of summer can be an excellent time to think about what is meaningful to yourself and your family and where you would like to see your...

What to Consider When Selling a Property Overseas?

by Vid Ponnapalli | Jun 3, 2022 | Wealth Management

What to Consider When Selling a Property Overseas? Whether you live overseas and are returning home to the U.S. or want to sell a rental or vacation property in another country, it’s essential to be aware of tax laws and other considerations before selling your...

Complex Compensation Requires a Different Kind of Advisor

by Vid Ponnapalli | Mar 27, 2022 | Wealth Management

Complex Compensation Requires a Different Kind of Advisor The benefit of becoming a high earner is apparent: more money. You can go beyond creating financial security for yourself and your family and start making choices that may have been out of reach. Not having to...

What to Do When Market Volatility is Rearing its Head?

by Vid Ponnapalli | Mar 17, 2022 | Wealth Management

What to Do When Market Volatility is Rearing its Head? It’s no secret that the past two years have been an interesting time to be investing in the market. It’s also no secret that the past 12 years have been Among the best years for investors to be consistently...

Having Successful Money Conversations as a Couple

by Vid Ponnapalli | Feb 23, 2022 | Financial Planning, Wealth Management

Having Successful Money Conversations as a Couple Money is personal to each of us and deeply related to our histories, childhoods, fears, and dreams of success. For most couples, sharing finances at some point becomes necessary and desirable. So how do you...