Urban Wealth Management Group

As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that actually have no impact on long-term market returns. Read more in this month’s Visual Insights Newsletter.

Think you know what drives long-term investment returns? Our latest Visual Insights Newsletter explores 3 common misconceptions that might be distracting investors.

Investing myths can cloud judgment. Our latest Visual Insights Newsletter examines popular ”investment factors,” exploring which may influence long-term returns. Curious? Check it out now!

Your estate plan should simplify, not complicate. Discover 13 common mistakes and how to avoid them to ensure your intentions are clear.

Updating your estate plan is key to avoiding future headaches. Our guide reveals why frequent reviews are essential and what other mistakes to watch out for.

Curious about what's driving the markets in 2024? From interest rates to economic indicators to the presidential election, discover the factors shaping the markets. Read more here.

Estate planning is more than just drafting a will—it’s about avoiding pitfalls that could derail your legacy. Our latest guide breaks down 13 common mistakes in estate planning and offers practical solutions.

Markets turned in a blockbuster performance in the first half of 2024 - but can we expect volatility ahead? Check out this month’s quarterly financial update.

Have you been meaning to start or revisit your estate plan? Here are 13 common mistakes and how to dodge them.

Interest rates, recession risks, and a presidential election - how might these factors affect markets in the months to come? Find out more in this month’s quarterly financial update.