Unique Wealth

Did you know that at Unique Wealth, we love golf? We mean we REALLY love it. That is why we are back with another Unique Wealth Golf Pool for the last major tournament of the year, The Open Championship.

What is cool about The Open is that it truly lives up to its name. It is golf's oldest major, dating all the way back to 1860. Also, any golfer, professional or amateur, can earn a spot in the field through qualifying.

That means a club pro or a rising amateur could tee it up at Royal Birkdale alongside the best players in the world. And the winner does not just get a trophy — they lift the famous Claret Jug and are crowned the Champion Golfer of the Year.

Do you know who else could win? You.

Join the Unique Wealth Open Championship Golf Pool and you could win a prize, if your team places in the top three! Enter here for free: https://bit.ly/4pmRmvW

Rules and restrictions apply: https://bit.ly/4tZr98d

Participation in this contest, including any referral activity, does not constitute a testimonial or endorsement of Unique Wealth, LLC or its investment advisory services.

Referrals are not solicited for the purpose of obtaining advisory clients, and no participant is required or expected to promote or recommend Unique Wealth, LLC or its services.

Any referral bonus awarded is provided solely in connection with participation in this recreational contest and is not conditioned on the referral of advisory clients or prospective clients.

A new savings vehicle for children is launching this July 4th, and the details are worth understanding before it becomes available. Trump accounts were established under the One Big Beautiful Bill Act as a way for families to begin building tax-advantaged wealth for their children from an early age, and represent a meaningful opportunity to get more Americans participating in the equity markets.

Here are a few key details to know:

- Available for U.S. children under age 18 with a valid Social Security number, launching July 4th, 2026
- Children born between President Trump's second term (2025-2028) may be eligible to receive the one-time $1,000 government contribution
- Parents, grandparents, and employers can contribute up to $5,000 annually for each child up to 18 years old
- Funds are invested in low-cost U.S. index funds throughout the growth period
- At age 18, the Trump account converts to an IRA and can then be rolled into a Roth IRA (taxable event at the time of conversion)

Learn more at trumpaccounts.gov or download the app https://apps.apple.com/us/app/trump-accounts-official-app/id6767364919.

How a Trump account fits into your broader plan depends on your family's existing savings strategy, tax situation, and long-term goals. Reach out to an advisor at UniqueWealth.com to discuss in greater detail what this could mean for your family.

Today we celebrate the fathers and father figures who show up every day for the people they love. To all the dads in our Tampa Bay community, wishing you a happy and well-deserved Father's Day!

Kyle Waterbury was recently in Santa Fe for the 2026 Advisor to CEO Summit, an experience centered around leadership development and deepening the kind of purposeful, client-first thinking that guides everything we do.

Generational guidance and genuine advocacy for our clients have always been central to how Unique Wealth operates, and this experience only deepens that foundation. Kyle is looking forward to bringing those leadership insights back to the team and the families we have the privilege of serving.

What does the second half of 2026 hold for equity markets and where are the most compelling opportunities?

Tim Bartlett shares his outlook with InvestmentNews, including his views on market volatility, AI infrastructure, and why he continues to view market weakness as an opportunity for long-term investors.

Read more: https://www.investmentnews.com/equities/second-half-outlook/266750

Today we honor the brave men and women who made the ultimate sacrifice in service to this country. Their memory and their courage will not be forgotten.

Deciding when to claim Social Security is one of the most impactful choices in retirement planning, and it is rarely as simple as selecting an age. Health considerations, continued employment, tax implications, and the value of delayed credits all play a role in shaping long‑term outcomes. Claiming without evaluating these variables may meaningfully affect lifetime income.

Social Security decisions also influence other areas of a retirement strategy, including required minimum distributions, portfolio withdrawals, and overall tax exposure. When coordinated thoughtfully within a broader financial plan, the timing of benefits can help support greater efficiency over time.