Why Beta Is Important to Understand In Your Investment Portfolio

investment advice

Why Beta Is Important to Understand In Your Investment Portfolio

Wednesday, October 11, 2017 | Leave a comment

A common question I answer about investing is, “I’ve heard the term Beta before, but what is it and how does it affect me”. In this article I’m revealing why it’s important for you to understand what Beta is? It’s important for you to understand what Beta is because you want to know the amount… Continue Reading…

Estimated reading time: 13 minute(s)

In Investing 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 | |

IRA Contribution Reminder

Tuesday, February 23, 2016| 1 Comment

Don’t forget to make your 2015 IRA contributions.  The cut-off date for 2015 contributions is April 15, 2016.  If you have not contributed to your IRA account, you still have time.  Contribution limits for Traditional IRA’s are simple.  For individuals under age 50 the maximum you can contribute is $5,500.   For individual’s over age… Continue Reading…

Estimated reading time: 3 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 | | | | | | |

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 | | | | | |

What Can You Learn By Having Your Portfolio Results Tested In Advance?

Friday, June 12, 2015| 1 Comment

Having your portfolio results tested in advance is the same as printing out a map or using a GPS device to get you where you need to be before you set out to get there. We know the power and advantages of preplanning a route for a trip. The reason we print out a map… Continue Reading…

Estimated reading time: 9 minute(s)

In Investing | | | |