United Asset Strategies, Inc.

05/06/2026

📊 In today's rapidly changing market, understanding the underlying dynamics is crucial.

Watch United's latest market commentary : https://www.youtube.com/watch?v=aeiIDMTeiyU

🔹 Seeking shelter from AI uncertainty amongst HALO companies
🔹 Key distinctions between 1980s oil shocks and today
🔹 Evolution of mid-term expectations
🔹 Re-thinking capital gains and reviewing tax strategies

This webcast is being recorded on Wednesday, April 29th 2026. Please keep in mind this material represents an assessment of the market environment at a speci...

04/28/2026

This weekend, our team was proud to sponsor and participate in Milo’s 5K for the Homeless.

Many people experiencing homelessness will not enter a shelter if it means leaving their pet behind.

Events like this help raise awareness and support programs that address homelessness in our community, while keeping families and their pets together.

For more information about the Long Island Coalition for the Homeless, and the amazing work they do, visit https://www.addressthehomeless.org/

03/16/2026

Grateful for the opportunity to support Island Harvest Food Bank on Friday, a leading hunger-relief organization working to end hunger and reduce food waste across Long Island.

According to the USDA, more than 38 million people, including 12 million children, in the United States are food insecure. In 2023, more than 240,000 Long Islanders experienced food insecurity for at least part of the year.

For more information about how you can support Island Harvest in their mission to end hunger in our community, visit www.islandharvest.org

01/30/2026

United's 4Q2025 Market Insights: https://www.youtube.com/watch?v=lbW-F-2vk9c

📊 The S&P 500 finished 2025 up 18% despite worries around tariffs and policy changes. With optimism driving growth, United explores the sustainability of the AI boom and how to weather potential volatility in our latest market insights.

Key Takeaways as we kick off 2026:

* Resilience of the US economy
* Mitigating risk in a concentrated market
* Market trends through midterm years

Listen to the full discussion here 🎧 : https://www.youtube.com/watch?v=lbW-F-2vk9c

In a world where market volatility and economic uncertainty are commonplace, understanding the investment landscape is crucial. In our January 2026 investmen...

11/26/2025

This Thanksgiving, we’re especially grateful for the trust and partnership of our clients, colleagues, and community.

This season always reminds us of how meaningful our relationships truly are, and how the conversations we share throughout the year shape the work we do together.

Happy Thanksgiving from all of us at United Asset Strategies!

10/28/2025

As 2025 winds down, it’s crucial to revisit your financial plan to ensure that you’re taking advantage of timely opportunities.

Here are a few important items to consider that may help you finish the year strong and stay aligned with long term goals: https://www.unitedasset.com/2025-year-end-opportunities

Questions? Contact a United advisor today at (516) 222-0021.

10/21/2025

We are excited to share that United Asset Strategies has been named to Forbes Top RIA Firms 2025!

For the full article and methodology, visit https://www.forbes.com/lists/top-ria-firms/

Forbes' Top RIA Firms 2025 list highlights leading Registered Investment Advisors known for expert financial advice, trust, and wealth management. View the list here.

08/18/2025

In the ever-evolving landscape of investment opportunities, municipal bonds have emerged as a compelling option for investors.

Matt DeLorenzo and the United team provide an overview on the current landscape, as well as factors driving opportunities.

📊 Exploring Opportunities in Municipal Bonds: https://www.unitedasset.com/blog-01/exploring-opportunities-municipal-bonds-2025-perspective

In the ever-evolving landscape of investment opportunities, municipal bonds have emerged as a compelling option for investors seeking stability and attractive yields. As we navigate through 2025, understanding the dynamics of municipal bonds can provide valuable insights into their potential benefit...

08/12/2025

📊 The tariff rollout has driven volatility in economic data. Understanding these changes is key to strategic planning and investment: https://www.unitedasset.com/blog-01/impact-tariff-policy-gdp

Tariff-Driven Volatility in Economic Data: Business pulled forward imports to build up inventories ahead of tariffs, causing a decline in GDP in the 1st quarter, followed by a ~3% rebound in the 2nd quarter. Core GDP Growth Positive but Moderating: Normalizing for the effect of tariffs, GDP growth m...

08/06/2025

This past weekend, our community came together with the Long Island Coalition for the Homeless to support students and families with a back-to-school supply drive.

Thanks to generous donations and helping hands from the community, backpacks have been filled with much needed school supplies to provide to children across Long Island in preparation for the upcoming school year.

It was a day filled with a shared commitment to setting students up for success this school year. A huge shoutout to all the volunteers, donors, and everyone who came out to support, and thank you to the LI Coalition for the Homeless for all that you do!

📸 Check out some highlights from the event below.

Here’s to a great school year ahead! 🍎📓

www.addressthehomeless.org