Videos

I’m not a fan of the whole prediction game. But we’re at the start of a new year, and I have some thoughts on what’s

In the last few months, I’ve had a lot more conversations that start with something like:
“Should I buy this crypto I heard about?”
or
“My buddy made 40% on a meme stock—am I missing out?”

Markets move fast. Trends come and go. But our approach to investing remains grounded in a simple truth: we’re not chasing stocks, we’re building long-term ownership in real businesses.

In this video, we share the 8 rules that define how we invest at Solidarity Wealth. From avoiding the hype to partnering with great leadership teams, these principles guide every decision we make on behalf of the families we serve.

Restricted stock units can be a powerful part of an executive’s compensation, but if the tax side isn’t handled strategically, they can cause more problems

The tax landscape is poised for major shifts in 2025. In this video, Jeff McClean, CEO of Solidarity Wealth, and Lynn Evans, Tax Advisor &

For entrepreneurs and executives, a high-income year—whether from a capital event like selling a business or a large bonus—brings both opportunities and challenges. Managing the