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)
Monday, February 8, 2016| 1 Comment
After a couple weeks of stabilization, market volatility spiked again on Friday and is persisting again today. The weakest sector is technology and even the larger names are being hit due to global growth concerns. Defensive dividend paying stocks are holding up well including utilities which are actually up for the year. It seems to… Continue Reading…
Estimated reading time: 4 minute(s)
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)
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, 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)
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)
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)
Tuesday, September 29, 2015| 1 Comment
So much of what we do at Solid Wealth Advisors involves not feeding the bears. What do I mean? Well, as a retirement planning specialty firm we realize our clients are not in the accumulation phase of their financial lives, but the preservation phase of their lives. Most of our clients are not chasing 10%-20%… Continue Reading…
Estimated reading time: 3 minute(s)
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)
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)
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