What You Need to Know When Investing in IPOs
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
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
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
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 […]
4 Tax-Efficient Ways to Give to Charity
Each of us has experienced firsthand the maxim that it is better to give than to receive. And charitable giving can be an essential part of your wealth management strategy—whether it’s part of your estate planning, generational wealth planning, or tax planning. As the end of the year draws near, with another year around the […]
How We Helped One Tech Executive Maximize His Equity and Reach His Goals
Even the most successful tech founders and executives need help maximizing their financial situation. At Solidarity Wealth, we provide wealth management services to a select group of founders, entrepreneurs, and executives seeking to provide financial confidence for yourself and future generations. Through our distinctive approach and deep level of care, we help our clients navigate […]
Why We Started Solidarity Wealth
“Remember why you started.” This anonymous quote is often used to inspire and motivate entrepreneurs to not give up and keep pushing forward toward their goals. As entrepreneurs ourselves, who serve entrepreneurial clients, we felt it appropriate to follow this advice as we celebrate a significant milestone this month. October is our one-year anniversary of […]
Understand Your Stock Options Before You Sign on the Dotted Line
When you work at a growth-oriented technology company, your finances and your income won’t be as simple as they are for others. While most people build their wealth from their salary, technology executives often build their wealth from their ownership in the company they work at in the form of stock options as part of […]
