How to Achieve Financial Freedom and Live Your Best Life

How to Achieve Financial Freedom and Live Your Best Life

The term “financial freedom” is not a new phrase. And if you listen enough, you can find plenty of references to it in the financial media as it resonates with so many families who get caught in the never-ending loop of long hours, stressful work environments, and the constant struggle with work/life balance. To me […]

The Pitfalls of Timing the Stock Market

If you think trying to time the market can make you wealthy overnight, hold on! The biggest danger with this type of investing is that you’ll be missing out on important stock rallies while your guessing-game tactics play out.

How Is Investing $50M Different From Investing $5M

How is Investing $50M Different From Investing $5M

From my experience, each client and every investment account is unique in some way. While the core principles of investing (e.g., risk tolerance, diversification, goals) remain the same regardless of the amount you are investing, there are important differences to consider depending on the size of the investment portfolio. This is especially true when there […]

VIDEO: End of Year Update and 2024 Forecast

End of Year Update and 2024 Forecast

It’s hard to believe that we are at the end of 2023. As we approach the turn of the calendar year, I want to discuss three things in this look ahead to 2024: broad level, market level, and company-specific level.

How Will You Measure Your Life?

How Will You Measure Your Life?

In today’s fast-paced world, where we have constant distractions all around us, it’s crucial to pause every once in a while to think about where we are and where we want to go. At Solidarity Wealth, we navigate the complexities of wealth management, but we know it’s not just about growing our assets; it’s about […]

The Benefits of Working With a Multi-Family Office

Benefits of a multi-family office

For successful entrepreneurs and executives, navigating the intricate dynamics of wealth, estate, and tax planning, public and private market investments, and legacy building demands a sophisticated approach. As their wealth reaches new heights, traditional wealth management strategies often fall short of the unique needs and complexities of those building significant wealth – especially those who […]

What You Need to Know When Investing in IPOs

IPO

In a recent issue of Kiplinger, my thoughts on Initial Public Offerings (IPOs) were briefly highlighted. While it was an honor to be quoted, the snippet couldn’t capture the full breadth of my perspective on this often-hyped, misunderstood area of investing. Many seasoned investors might know the basic mechanics of an IPO, but there’s so […]

5 Key Steps to Consider When Preparing to Sell Your Business

2023-7_Key Steps Not to Overlook When Preparing to Sell Your Business

As an entrepreneur, you’ve built your business for years and have come to the point when you’re finally ready to sell. Congratulations on reaching this milestone! After putting in countless hours of hard work and dedication, it’s understandable to want to make sure the selling process goes smoothly and yields the best possible outcome. Yet […]

Equity Compensation for Executives & Entrepreneurs: 6 Mistakes to Avoid

Equity Compensation for Executives - 6 Mistakes to Avoid

Employee stock options are a popular form of compensation among high-earning executives and entrepreneurs as they offer the opportunity to purchase company stock at a discounted price and build wealth over time. Equity compensation can be an enormous windfall to employees of successful companies – with proper planning. But investing in employee stock options can […]

The Power of Qualified Small Business Stock (QSBS) for Founders and Executives

The Power of Qualified Small Business Stock (QSBS) for Founders and Executives

Starting and growing a company takes a lot of hard work and dedication and, if successful, offers immense benefits. If you’re a founder or executive and you reach the point where the business meets or exceeds your expectations, it’s important to understand all the tools available to you, especially something called Qualified Small Business Stock […]