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)
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)
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)
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)
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)
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