As we begin a new year, it’s a natural time to reflect on where we’ve been and look ahead to what’s next. The start of the year is an opportunity to reset priorities, revisit goals, and move forward with clarity and confidence.
In this issue, you’ll find firm updates, market insights, reminders, and resources designed to support your financial wellness and help you start 2026 on a strong foot.
Financial Wellness Month: A Fresh Start for Your Finances
January is National Financial Wellness Month, making it a great time to pause, reflect, and reset. Financial wellness isn’t about being perfect with money—it’s about building a life that feels stable, supported, and sustainable, whatever that looks like for you.
For some, that may mean:
- Revisiting personal and financial goals
- Making small adjustments to spending or saving habits
- Automating savings or contributions
- Checking in with a trusted financial professional
The start of a new year is also an ideal time to review your financial strategy. Whether you’re a new client just beginning your journey or an established client with evolving goals, regular check-ins help ensure your plan continues to align with your priorities and life changes.
Let’s schedule time to talk about your financial life and set the tone for a strong year ahead. Contact your financial advising team today to schedule a meeting!
Forbes Recognition: Best-In-State Wealth Management Teams
We’re proud to share that U-Vest® has been ranked on the Forbes | SHOOK Best-In-State Wealth Management Teams list for the second year in a row, placing #79 out of 123 teams in North Florida.
This recognition highlights teams equipped to navigate today’s complex financial landscape, focusing on disciplined planning, risk management, and long-term strategy. We’re honored to be included and grateful for the continued trust of our clients.
Learn more here!
Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Tax Season 2026 Is Underway
Tax season has officially begun, and getting a head start can help make the process smoother and far less stressful. Taking time now to organize and review your information can set you up for success.
Start by:
- Gathering key documents (W-2s, 1099s, receipts)
- Reviewing income and expenses
- Noting any life changes that may impact your return
The filing deadline is April 15, 2026. If you have questions or want to ensure your tax strategy aligns with your overall financial plan, reach out to your advising team—we’re here to help guide you through this tax season.
Here for “U” in the New Year
As we step into a new year, our team remains committed to supporting you through every season of life—whether you’re setting new goals, adjusting plans, or simply checking in to make sure everything is on track. No matter what 2026 brings, we’re here to help you navigate it with confidence.
Special Dates Coming Up in February:
February 2 — Groundhog Day
February 14 — Valentine’s Day
February 16 — President’s Day
February is Black History Month
We’re honored to support your financial goals and look forward to helping you create a future you can feel confident about.