Ulin & Co. Wealth Management

07/05/2026

Great article on age and entrepreneurship.
Why a founder at age 50 is twice as likely to find success as one at age 30

A business founder at age 50 is almost twice as likely to experience success as someone in their 30s.

07/03/2026

Mid-year is the perfect time to check your financial progress.

The best financial plan is the one you actually start.

If you've been meaning to get organized, review your investments, or prepare for what's next, now is a great time.

learn more at ulinwealth.com or call (561) 210-7887.

https://ulinwealth.com/get-started/

07/03/2026

Silicon Valley elite shift record wealth to build Florida's new 'tech capital': Thiel's historic Brickell office lease, Florida tax savings draw tech founders away from Silicon Valley
https://www.foxbusiness.com/real-estate/silicon-valley-elite-shift-record-wealth-build-floridas-new-tech-capital?fbclid=IwZnRzaAS0capleHRuA2FlbQIxMQBzcnRjBmFwcF9pZAo2NjI4NTY4Mzc5AAEePsF6G4Sc049SuydkT67MabKcZ2TZzmuVTQvfafckdUxNjMxATTV8yFcj_3Q_aem_S7_vSB3PPK5X68JNjrfdIw

Billionaire Peter Thiel's historic Miami office lease highlights how tax savings and quality of life drive corporate relocations to Florida.

06/30/2026

AI Bubble, Boom...or Both? Wall Street spent the past three years rewarding companies for promising an AI-powered future.

Now investors are asking a different question. When will hundreds of billions of dollars of AI spending begin translating into stronger earnings?

Here's what caught my attention. While the Magnificent Seven stumbled this month, money didn't leave the stock market. It rotated.

The next trillion dollars may be spent less on software and more on the physical infrastructure powering AI:

• Data centers, Electricity, Copper, Utilities, Construction, Networking, Industrial companies

History reminds us that every major technology revolution goes through the same cycle. Excitement. Massive investment. Consolidation. Then the long-term winners emerge.

That doesn't necessarily mean AI is another Dot-com Bubble. It may simply mean the next chapter will look very different from the first.

This week's newsletter explores:
• Market Bubble Analysis: "The Four O's"
• Why AI is becoming an industrial revolution.
• Where we're positioning client portfolios as market leadership broadens
click to read more

From Code to Concrete. Why the next trillion dollars may be spent less on software and more on power, infrastructure, and industrials. Wall Street's focus

06/29/2026

How to Build a Retirement That Actually Fits Your Life. Ending up with the right amount of money is less about the stock market and more about you.

Good point on ratio of expenses to income in retirement - have at least 25 to 50 times your income in savings to avoid bouncing a retirement paycheck.

Also be realistic on returns: The average 30-year return on U.S. stocks since the beginning of 1793 is about 6.2%. That’s the real return, net of inflation and not even consider considering taxes

Ending up with the right amount of money is less about the stock market and more about you.

06/25/2026

Take a cue from the rich: Do a midyear financial check-in. interview with Beth Pinsker, CFP®. Financial advisers would tell you to rebalance your portfolio at a midyear check-in. Make these 4 money moves instead.

If you’re taking the time to look at your financial life in the summer, truly evaluate the entire situation. Think about your insurance coverage, your beneficiary designations, estate plan, and your long-term plan.

Financial advisers would tell you to rebalance your portfolio at a midyear check-in. Make these 4 money moves instead.

06/24/2026

Gravity strikes: Global tech sell-off intensifies, led by AI and chip stocks

It was the latest of many “gut check moments” for tech stocks recently.

The VXN fear index for big tech stocks is up along with a tilt back to 'fear' for the fear and greed index.

The deepening sell-off in tech stocks was led by artificial intelligence and chip stocks, starting overnight with two of South Korea’s largest companies.

Not much help either- Musk’s SpaceX slid for days after a blistering June 12 debut.

Are ai bubble fears relevant or is this a buying opportunity? What are your thoughts? Under the radar, RSP > SPX YTD confirms the broadening/rotation theme. More in our next newsletter.

It was the latest of many “gut check moments” for tech stocks recently, analysts said.

06/23/2026

Congratulations to NewEdge Capital Group on being named to CNBC’s inaugural Elite Advisors list, recognizing 25 of the nation’s leading firms serving ultra-high-net-worth individuals and family offices.

The distinction highlights firms that excel in helping clients navigate complex wealth planning needs, including investment management, estate and tax planning coordination, philanthropy, family governance, and private wealth strategies.

Ulin & Co. is proud to be part of the NewEdge Advisors family and grateful to contribute to the growth and success of such an exceptional organization. Looking forward to what’s ahead.

CNBC Elite Advisors recognizes wealth management firms serving high net worth and UHNW clients.

06/23/2026

Don’t Panic Yet? What Wharton's New Social Security Timeline Means for Your Retirement. interview with Jenna Romaine.

An analysis from the Penn Wharton Budget Model projects the Social Security Old-Age and Survivors Insurance Trust Fund, also called the OASI Trust Fund, will be depleted in February 2033.

For clients, the planning takeaway is straightforward: Social Security should be viewed as one piece of a broader retirement income strategy, not the foundation that determines whether the plan succeeds or fails,” says Jon Ulin, a certified financial planner and managing principal of Ulin & Co. Wealth Management.

An updated model pushes the projected fund depletion back by a few months, but financial experts warn that core concerns remain unchanged.

06/21/2026

All the Money Flooding Into AI Is a Giant Warning Sign. When companies as a group turn into sellers, it’s a reasonable sign that stocks are very overpriced

When companies as a group turn into sellers, it’s a reasonable sign that stocks are very overpriced.