Tuesday, June 13, 2017 | Leave a comment
In this post, I am continuing our subject regarding the importance of protecting your profits in retirement. Last video I talked about the differences between asset accumulation and asset preservation and how I feel it is important as you near or are in retirement to transition from asset accumulation to asset preservation because, quite honestly,… Continue Reading…
Estimated reading time: 6 minute(s)
Monday, June 5, 2017| 1 Comment
Protecting Profits In Retirement I specialize in working with people 57 and older. The reason why is because protecting principle and profits is a whole different discipline than accumulating assets. I recommend to all my clients, as you near or are in retirement, you should be protecting as much of your profit base as possible,… Continue Reading…
Estimated reading time: 5 minute(s)
Wednesday, April 26, 2017 | Leave a comment
Below is our Quarterly Market Update for our investment management clients. Please pass this information to anyone who may benefit from our solid quarterly review. Last quarter we wrote, “The market itself is a leading indicator. The simple fact that it is doing well now may foreshadow better times ahead.” That said, we stay focused… Continue Reading…
Estimated reading time: 9 minute(s)
Friday, April 14, 2017 | Leave a comment
Picture this scenario…you’re in Las Vegas at a random blackjack table and you’ve brought $500 to the table. You’ve told yourself, “I’m keeping my $500 in my right pocket and all of my winnings will go into my left pocket. If I lose 15% or $75 out of my right pocket I’m out. I’m… Continue Reading…
Estimated reading time: 9 minute(s)
Thursday, January 26, 2017 | Leave a comment
From the November 8th Presidential election to year end, the S&P500 was up 4.6% and the DJIA was up 7.8%. Though there were initial expectations that a Trump win would cause some immediate weakness in the market, instead, the market focused on policy changes that could have a positive impact on economic activity. For example,… Continue Reading…
Estimated reading time: 9 minute(s)
Wednesday, November 9, 2016 | Leave a comment
Monday we wrote that the market typically moves based on variances from expectations. Yesterday’s election is an obvious example as the market had predicted, with high odds, a Clinton win thus, the strong rally over the last couple of days. Since the Trump victory was unexpected by markets around the world, the variance from expectations… Continue Reading…
Estimated reading time: 5 minute(s)
375 E. Horsetooth Rd.
Suite #2-202
Fort Collins, CO 80525
Copyright © 2019 Solid Wealth Advisors
Insurance product guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All information is based on sources deemed to be reliable, but no warranty or guarantee is made as to its accuracy or completeness.
Advisory services are offered through Royal Fund Management, LLC, which is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.
All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark.
Tax and legal information provided is general in nature and is subject to change. Always consult an attorney or tax professional regarding your specific legal or tax situation.
Follow us on