Monthly Archives: January 2012

Joe Duran, United Capital CEO, Named #3 of top 10 R.I.A. List

Congratulations to Joe Duran, United Capital CEO and mastermind behind the powerful Money Mind process. RIA Biz recently ranked him #3 under its “10 Most influential figures in the RIA business going into 2012.”

The article states:

A perennially influential figure in the RIA business… Duran had a standout year in 2011 as United Capital regained its stride after flattening out in 2010. The Newport Beach, Calif.-based aggregator churned out deals, most recently scoring a coup when it assimilated Peak Capital Investment Services LLC, a top LPL Financial RIA.

To read the entire piece, click here. 

United Capital recently launched its Money Mind online game. It’ll take five minutes to play, and you’ll enjoy every moment of it,


Read More

Off the Mat and Into the World

In Dr. Robert Puff’s recent Psychology Today blog post, he shares tips on how to integrate meditation into your daily life.

Click here to read the article. 

Read More

What Is Your Money Mind?

United Capital Private Wealth Counseling just launched the “Your Money Mind” online interactive game. Anyone can play it, and it forms part of United Capital’s Honest Conversations methodology for client wealth management.

Click here to go to the Honest Conversations website. The game will take 5 minutes, and you’ll enjoy every moment.


1. Honest Conversations,
2. United Capital,

Read More

Article Links Kobe Bryant’s Divorce to Book

Cal Brown’s recently released book, When Life Strikes, covers how to protect your assets during divorce. A book reviewer recently showed how Cal’s book could have come to Kobe Bryant’s rescue.

His wife recently filed for divorce. Rumor has it that they didn’t have a prenuptial agreement. The couple was married in California and their union hit the 10 year mark, which in the community property Golden State usually means that assets are split in half.

Book Review: Huntington News

Divorce Update: LAT

Read More