Unique Wealth

Today we celebrate the fathers and father figures who show up every day for the people they love. To all the dads in our Tampa Bay community, wishing you a happy and well-deserved Father's Day!

Kyle Waterbury was recently in Santa Fe for the 2026 Advisor to CEO Summit, an experience centered around leadership development and deepening the kind of purposeful, client-first thinking that guides everything we do.

Generational guidance and genuine advocacy for our clients have always been central to how Unique Wealth operates, and this experience only deepens that foundation. Kyle is looking forward to bringing those leadership insights back to the team and the families we have the privilege of serving.

What does the second half of 2026 hold for equity markets and where are the most compelling opportunities?

Tim Bartlett shares his outlook with InvestmentNews, including his views on market volatility, AI infrastructure, and why he continues to view market weakness as an opportunity for long-term investors.

Read more: https://www.investmentnews.com/equities/second-half-outlook/266750

Wishing a wonderful Mother's Day to all of the mothers, grandmothers, and mother figures in our Tampa Bay community. Thank you for being someone others lean on, look up to, and learn from.

Most families generally recognize estate planning as an important part of their financial picture, yet the data suggests far fewer have taken the steps to put one in place. According to the Trust & Will's Estate Planning Report, only 31% of Americans have a will, 11% have a trust, and 55% have no estate plan at all. That gap in planning leaves the majority of families without a documented framework for how their assets, property, and wishes should be handled.

Now is a meaningful time to reflect on where your plan currently stands across some of the areas that matter most: your will and trust documentation, the preparation and financial literacy of your heirs, your tax and asset protection strategies, the clarity of your wishes around healthcare and guardianship, and whether the people closest to you know what your plan entails.

Estate planning is not reserved for a certain level of wealth or a certain stage of life. If it has been a few years since you last reviewed your plan, or you have not yet started one, consider this your reminder to give it the attention it deserves. Connect with us at UniqueWealth.com to discuss what that might look like for you.