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)
Thursday, January 14, 2016| 1 Comment
2016 is off to a very rocky start. It’s not what anyone expected. Below is a quick commentary for our Chief Investment Strategist Mark Sorensen. Mr. Sorensen shares his insights on what has recently happened in the markets and what we can expect in the short and intermediate future, as seen through his eyes. This… Continue Reading…
Estimated reading time: 12 minute(s)
Monday, November 30, 2015| 1 Comment
Last month I was fortunate enough to be published for the 2nd time this year on Fortune.com. Passing assets to heirs as tax-efficiently as possible is a real worry for many successful Americans. There are a few little known, but very effective ways to keep more money “in the family”. Working with a skilled financial… Continue Reading…
Estimated reading time: 2 minute(s)
Monday, October 26, 2015| 1 Comment
Last week we saw a rally in the market caused by a number of factors. Is it time to take off the gloves and chase the rally? We believe in a methodical disciplined approach to investing for your retirement. Now is not the time to get overly excited. Then next 14 days could help us… Continue Reading…
Estimated reading time: 10 minute(s)
Tuesday, October 13, 2015| 1 Comment
Here at Solid Wealth Advisors, we believe it’s important for our clients to be educated and plugged in to what’s happening in the economy and the stock market. We are proud to have full transparency in the areas of reporting, investment strategy, and cost to help our clients achieve their goals. We realize that not… Continue Reading…
Estimated reading time: 4 minute(s)
Friday, August 21, 2015 | Leave a comment
Let’s face it, the stock market has been pretty brutal the last few days. Our Chief Investment Strategist, Jason Wenk has recorded video commentary to help you sleep better at night. Mr. Wenk typically keeps his commentary to under 5 minutes, but in light of the recent trading activity this one’s a little longer at 15… Continue Reading…
Estimated reading time: 2 minute(s)
Sunday, February 1, 2015| 1 Comment
If you are considering a long-term care insurance (LTCI) plan to protect your asset from the high cost of long-term health care, you owe it to yourself to understand the magic sauce of a partnership-qualified plan. So, what states offer them and what are they? Currently, only nine states do not have a partnership plan… Continue Reading…
Estimated reading time: 10 minute(s)
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