Utica Capital

10/20/2026

🎃 One of our favorite traditions of the year! 🍂

We hosted our annual client appreciation event at Pumpkin Town Farms, and it was such a fun way to kick off the fall season with so many of our clients and their families.

A big thank you to everyone who came out and made it such a great evening — and a special shoutout to J Rollins Photography for capturing so many great moments for us 📸

This is one event we look forward to every year, and we’re already excited for the next one! 🎃🍁

10/14/2026

🎃 5 Retirement Myths That Could Come Back to Haunt You

October is the season for scary stories… but some of the biggest retirement scares come from assumptions that seem harmless at first.

A few we hear often:

👻 “I’ll spend a lot less once I retire.”
👻 “I should take Social Security as soon as I can.”
👻 “RMDs are just a year-end task.”
👻 “Taxes won’t matter as much in retirement.”
👻 “Once my retirement plan is built, I’m done.”

The truth? Retirement can last decades, and your plan may need to change right along with life, markets, taxes, and your goals.

Our latest blog takes a closer look at each of these myths — and why it can be better to address them before they turn into unwanted surprises. 👇

https://www.uticap.com/blog-post/5-retirement-myths-that-could-come-back-to-haunt-you

10/02/2026

💗 The countdown is on for our guy Cole.

We recently had the chance to celebrate Cole, his lovely wife Grace, and their growing family with a baby shower here at the office.

Such a fun afternoon with family, friends, plenty of laughs, and lots of excitement for what’s ahead. 🎀🍼

We’re so happy for Cole and Grace and can’t wait to meet the newest little addition!

09/22/2026

✈️ A few members of the Utica Capital team recently spent a few days in Orlando for Cambridge Ignite, our annual conference.

It’s always a great opportunity to step away, hear from Cambridge leadership and industry speakers, and the future of financial advice.

Just as valuable is the chance to connect with other advisors, share ideas, and bring a few new ones home with us. 💡

And of course… we managed to have a little fun along the way too. 😎🌴

09/16/2026

👏 A big congratulations to our partners at Cambridge Investment Research, Inc. on some well-deserved industry recognition!

Being named InvestmentNews Broker-Dealer of the Year, along with Amy Webber being recognized as CEO of the Year, says a lot about the people, leadership, and support behind the organization.

Congrats to the entire Cambridge team! 🎉

09/15/2026

🎓 Important Student Loan Update

The SAVE repayment plan has officially ended, and millions of borrowers now need to choose a new repayment option.

A few important things to know:

📅 Your deadline may be coming up soon.
Borrowers generally have 90 days from the date of their servicer notice to select a new plan. For the first group notified in July, that deadline is around September 29.

⚠️ Doing nothing may not be the best option.
Borrowers who don’t choose a new plan may be automatically moved into a Standard or Tiered Standard repayment plan.

💡 Other repayment options may include:
• Repayment Assistance Plan (RAP)
• Income-Based Repayment (IBR)
• PAYE or ICR for certain borrowers

Your eligibility depends on your loan type and when the loans were issued.

💳 Another September deadline:
Eligible borrowers who enroll in autopay by September 30 may qualify for a temporary 1% interest-rate reduction through June 2028.

The biggest takeaway: don’t ignore the email from your loan servicer.

Take a few minutes to log into StudentAid.gov, review your current loans, and compare the repayment options available to you.

A little work now could help avoid a much bigger surprise later.

https://studentaid.gov/articles/faqs-idr-plan/

If your monthly student loan payment is too high compared to your income, you may be eligible for an income-driven repayment (IDR) plan.

09/10/2026

🏈 Football season is back!

One recent article made a comparison we liked: great teams rarely win because of one spectacular play.

It’s usually the fundamentals—preparation, discipline, teamwork, and making adjustments along the way.

Retirement planning isn’t all that different.

✅ Have a game plan
✅ Focus on the fundamentals
✅ Adjust when life changes
✅ Make sure all the pieces are working together

You don’t need a financial “Hail Mary.”

A good plan, consistently executed, can go a long way. 🏈📈

09/04/2026

🏀 We were proud to support this year’s Hoops & Partners Charity Basketball Game here in Tulsa!

Our own Jay Henderson even stepped in as Dream Team General Manager. 👏

A fun event with an even better purpose—bringing students, mentors, and local leaders together and creating opportunities beyond the court.

Glad we could be a part of it! 🏀

08/26/2026

📁 A Good Estate Plan Should Be Easy to Follow

Estate planning isn’t just about having a will or trust in place.

It’s also about making sure the people you care about know what exists, where to find it, and who to call when the time comes.

That’s something we believe is an important part of financial planning.

We regularly help clients connect their estate and legacy goals with their investment strategy, beneficiary designations, account ownership, and long-term planning. And when legal work is needed, we can help coordinate with trusted estate-planning attorneys as part of that process.

The goal is simple: make things as organized and clear as possible for the people you leave behind.

A recent article we came across was a good reminder that having the documents is important — but having a plan your family can actually follow matters too.

Interesting read below 👇

Financial advisors are uniquely positioned to prevent this problem that plagues many families at this stressful time.

08/20/2026

📚✏️ The Utica kids are officially back to school!

From the youngest to the oldest, we’re wishing them all a great school year. 🎒🍎

And to all the parents out there… enjoy getting a little bit of your routine back 😄