INSIGHTS & BLOG

Stay up to date with current trends and information.

Investment Planning

In 1792, the New York Stock Exchange was formed on Wall Street. For well over 200 years investors have been navigating the markets, and during that time the markets have become a substantial part of creating our economic well-being. We provide perspective about the market as it relates to your financial future and all you wish to accomplish in life.

DIVERSIFICATION WORKS

DIVERSIFICATION WORKS

Time and again, diversification serves its purpose. In the last 15 years, the world endured multiple natural disasters, numerous geopolitical conflicts and the deepest economic recession in the post-WWII era. Through it all, a diversified portfolio of stocks, bonds...

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STAYING INVESTED MATTERS

STAYING INVESTED MATTERS

Good things come to those who wait. While markets can always have a bad day or even year, history suggests investors are less likely to suffer losses over longer periods. A blend of stocks and bonds has not suffered a negative return over any five year rolling period...

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Goals Based Investing

Goals Based Investing

Goals-based investment planning is the process of matching your money and financial resources with your goals, dreams and objectives in light of the risks and rewards presented by current economic and financial markets. Our Undivided Wealth Management process has as...

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Financial Planning

As life ambitions grow, careers change, retirement becomes closer, or you start to consider your legacy, a sound financial plan is critical to your success.  We are here to help you understand how your life decisions impact your money and how your financial decisions impact your life.

The Benefits of Cash Flow Management and Planning

The Benefits of Cash Flow Management and Planning

Last week we focused on the importance of having an income bucket. Planning for your short term cash flow needs are very important. As history has shown us, and has recently reminded us, markets can be very volatile in any one year time frame. Please see the chart...

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The Benefits of an Income Bucket

The Benefits of an Income Bucket

As we met with clients in February, it was “business as usual”. College planning underway for the fall, retirement income planning recap for the previous year and what to expect in the coming years, review of tax implications from last year and what to expect in the...

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The Benefits of Account Aggregation and monitoring

The Benefits of Account Aggregation and monitoring

Having a plan and monitoring it annually is critical to success. But how do you get there? There are many tools to help you and it is important to understand what your options are and what works best for you. This week, I’d like to discuss the importance of reviewing...

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Life Planning

At Undivided, we are focused on understanding what is most important to you in every aspect of life. This is more than a tag line; it is the heartbeat of our planning process. Here we will share with you thoughts and insights that we find important to help you on the continual journey of living an exceptional life.

What does being “Client-Centric” mean?

What does being “Client-Centric” mean?

The words or phrase "client-centric" is not found in the Webster Dictionary database; however, when you Google "What does Client-Centric mean?" numerous response come from the search. Or maybe this is the first time you have heard the phrase - “Client-Centric.”...

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Are you getting all three forms of value?

Are you getting all three forms of value?

We can create value in the lives of the people we interact with. There are three primary forms of value we can provide: Financial, Intellectual and Relational. Financial Value – The ability to compete on financial terms (i.e. price). As an investor, you have the...

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The future has arrived…

The future has arrived…

Think back to 1980, we had stockbrokers, account executives; financial planners were non-existent.  Today, having a financial planner on your team is the standard. We believe the future has arrived and having a “Life Planning” or “Relational Planning” or “Personal...

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