Are You Gambling With A Las Vegas Style Retirement Plan?

asset protection

Are You Gambling With A Las Vegas Style Retirement Plan?

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)

In Retirement Planning Wealth Management

Q1 2016 Market Overview

Tuesday, April 12, 2016| 1 Comment

Quarterly Market Overview April 11, 2016 The first quarter and year began with the worst five day start in market history. A mid-January attempt at a bounce failed and the market made a correction low on February 11th.   We released a post to the Latest News section of our website on February 8th to calm… Continue Reading…

Estimated reading time: 10 minute(s)

In Investing Retirement Planning Wealth Management | |

Unlock the full potential of your on-line safe deposit box

Wednesday, March 9, 2016 | Leave a comment

Do you have the ability to see your full financial picture on-line?  Are you aware of all of the functions in Blueleaf?   Blueleaf has the ability to show you a weekly snapshot of your entire financial picture.   You can add your credit card accounts, mortgages, loans and even important documents.   I recently heard… Continue Reading…

Estimated reading time: 4 minute(s)

In Investing Retirement Planning Wealth Management |

January 21 Market Update

Thursday, January 21, 2016 | Leave a comment

After the writing of our Quarterly Market Overview on Monday the 11th, the market tried to find a near term bottom through Thursday when we got a bit of a relief rally. Then came Friday and the market opened extremely weak as oil fell below $30 a barrel.  There was some buying off the mid-day… Continue Reading…

Estimated reading time: 5 minute(s)

In Investing Retirement Planning Wealth Management | | | | | |

How To Avoid Taxes When Transferring IRA Wealth to Your Heirs

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)

In Investing LIfe Insurance Retirement Planning Uncategorized Wealth Management | | | | | | |

What’s trending in the market?

Monday, November 23, 2015 | Leave a comment

2015 has been a very wild ride for the average investor.  A few market indexes hit all-time highs earlier this year only to claw back all gains.  Since the beginning of the year we’ve had a wild seesaw ride.  We continue to actively to identify trends to make sure if there is a downward trend… Continue Reading…

Estimated reading time: 12 minute(s)

In Investing Retirement Planning Wealth Management | | | | | | | | |

November 2nd Weekly Market Update

Tuesday, November 3, 2015 | Leave a comment

It sure is nice to present some good news this week.  Our asset management team is diligently analyzing the economy and markets for your protection.  Our Recession Probability Analytics are showing strength returning to the economy for the first time in months.   Please read this short message from our Chief Investment Strategist Jason Wenk…. Continue Reading…

Estimated reading time: 11 minute(s)

In Investing Retirement Planning Wealth Management | | | | | |

October 12 market update

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)

In Investing Retirement Planning Uncategorized | | | | | |

Sept. 8th Market Update

Tuesday, September 8, 2015 | Leave a comment

Our mission is to keep out clients informed and plugged in. Below is a market update from our Chief Investment Strategist Jason Wenk. This is a very important commentary because it addresses what we may expect for the rest of the year. Click the picture below to read. #SolidWealthFC #avoidthepain   Click Here for this weeks… Continue Reading…

Estimated reading time: 2 minute(s)

In Investing Retirement Planning | | | | | |

Market Update Video // DJIA down over 900 points this week! [but you don’t need to worry]

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)

In Uncategorized | |