S&P 500 Basics: What Every Investor Should Know
Do you want to invest but feel intimidated by all the financial jargon? You’re not alone! We’re here to help you take the first steps toward building a strong financial future. Our latest video is an S&P 500 crash course. In just a few minutes, you’ll learn what the S&P 500 is, why it matters, […]
VIDEO: Why Asset Allocation Matters
Asset allocation is a key strategy in managing investment risk and pursuing investment objectives over time. Done correctly, asset allocation is the process of dividing a portfolio among a selection of core asset classes to balance risk with long-term growth potential. At Solidarity Wealth, we employ strategic asset allocation in managing our clients’ portfolios. Take […]
Why I Became a Wealth Advisor
My journey as a wealth advisor is fueled by a profound desire to make meaningful contributions to people’s lives. From early in my career, I knew I wanted to use my knowledge of financial services to create lasting relationships with people and guide them toward their financial goals. Today, as a dedicated wealth advisor at […]
Building Wealth and Wellness: Health Savings Accounts (HSA)
As healthcare costs continue to increase year after year, I often think about the most efficient way to not only pay for medical expenses as they occur, but also how to save for future expected and unexpected medical expenses. We are going to highlight the benefits of HSAs and clear up some common misconceptions. Health […]
