October is here, and we're welcoming the final quarter of 2026 with plenty to share! This month, we're recognizing National Financial Planning Month, highlighting recent milestones and updates across the U-Vest® team, and sharing the latest market insights to keep you informed.
As we head into the final stretch of the year, we're glad to have you along for the journey and hope you enjoy this month's updates!
October Is National Financial Planning Month!
It’s Financial Planning Month, the perfect time to check in on your financial goals and make sure your plan keeps pace with your life. Whether you're preparing for retirement, managing investments, planning for major life milestones, or thinking about the legacy you'll leave behind, a well-rounded financial plan can help you make informed decisions with confidence.
Here are a few questions worth asking yourself this month:
- Are your financial goals still on track? Life changes, and your financial plan should evolve with it.
- Is your retirement strategy aligned with your future? Review your savings, contributions, and long-term income needs.
- Are your investments working toward your goals? Consider whether your portfolio still reflects your objectives and risk tolerance.
- Have you reviewed your estate plan? Make sure your beneficiaries and important documents reflect your current wishes.
At U-Vest®, we believe financial planning is about more than numbers. It's about creating a strategy that supports the life you want to live.
Let's make sure your financial future is moving in the right direction. Connect with your financial advisor to schedule a financial planning review.
An Exciting Milestone for the U-Vest® Clearwater Office
U-Vest® recently celebrated the ribbon-cutting of our Clearwater office as we officially joined AMPLIFY Clearwater, an important step in becoming even more connected to the local business community.
For us, joining the Chamber is about more than marking a milestone. It creates new opportunities to build relationships, stay engaged with what’s happening in Clearwater, and continue growing alongside the clients and families we serve.
We were grateful to celebrate with clients, neighbors, and our Clearwater team, along with Clearwater Mayor Bruce Rector, who joined us for the event.
Bringing New Ideas Back to Our Clients
The financial industry is constantly evolving, so collaboration and ongoing learning are essential to serving clients well.
U-Vest® CEO Michael Davino recently spent two days in Indianapolis with fellow LPL advisors, exchanging ideas, discussing industry trends, and sharing approaches to client service and financial planning.
Conversations like these give our team the opportunity to learn from other experienced advisors, consider new perspectives, and bring valuable insights back to the work we do every day. The trip also included dinner at the newly renovated Indianapolis Motor Speedway Museum, which was a memorable setting to continue the conversation outside the meeting room.
Our Greer Office Proudly Supports the Greer Heritage Museum
U-Vest® Financial was proud to serve as a table sponsor for the Greer Heritage Museum’s first-ever gala, held at Greer City Hall. Members of our Greer, South Carolina team joined clients, community leaders, and supporters for an evening celebrating the museum’s work and its growing role in preserving the history of the area.
The event was especially meaningful for Financial Advisor Collin Maides, who has been volunteering with the museum since January. In just that short time, he has seen firsthand the momentum the museum has built through new events, stronger community partnerships, and the dedication of its leadership, including Jonathan and David Lovegrove.
We were grateful to support an organization helping preserve the stories behind those milestones and look forward to seeing the Greer Heritage Museum continue to grow.
Leadership Lessons from LPL Financial's CEO
What does it take to build a culture of leadership, trust, and success? LPL Financial CEO Rich Steinmeier recently joined Don Yaeger, bestselling author and host of the Corporate Competitor Podcast, for a conversation about leadership, teamwork, and the values that drive lasting success.
Rich shares how his experiences in sports shaped his leadership approach and why putting people first can make all the difference. The conversation also has a local connection!
Listen to the Podcast
Finishing Out the Final Quarter
With the final quarter of 2026 underway, now is a great time to reflect on the year so far and focus on what matters most in the months ahead. Whether you're celebrating milestones, preparing for the holidays, or setting your sights on new goals, we hope this season brings opportunities for growth and meaningful moments with those closest to you.
As always, thank you for the trust you place in U-Vest®. We're grateful to be part of your financial journey and look forward to continuing to serve you through the rest of the year and beyond.
Special Dates Coming Up in November:
November 1 — Daylight Saving Fall Back
November 3 — Election Day
November 11 — Veterans Day
November 26 — Thanksgiving
November is Military Family Month