8 Rules That Guide the Way We Invest at Solidarity Wealth
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.
Investing Like an Owner: Why We Resist the Urge to Rebalance
Rebalancing is often touted as an essential practice in wealth management. We beg to differ. Find out why following the crowd may be counterproductive to your wealth.
Speculating vs. Investing: Understanding the Key Differences
By Jimmy Mortimer and Zach Whitchurch “The world is not driven by greed, it is driven by envy. The fact that everybody is five times better off than they used to be, they take it for granted. All they think about is somebody else having more, and it’s not fair that he should have it […]
2025 Market Outlook
As we dive into 2025, we’re excited to share our outlook on the markets. While many are fixated on pessimism, we’re taking a fresh approach: focusing on what could go right. 5 Key Takeaways: Strong jobs numbers signal economic resilience and potential for growth. Inflation has stabilized significantly, dropping to an annualized rate of 2.4%. […]
Mid-Year Market Update
On June 12, 2024, we recorded a quick mid-year market update that you won’t want to miss. With the surprising CPI numbers and insights into potential Fed rate cuts, there’s a lot to unpack. Watch the Update Now!
Know What You Own & Why You Own It
Know what you own and why you own it. This principle is at the heart of our investment philosophy at Solidarity Wealth. Understanding the ins and outs of your investments is crucial, especially during economic turbulence. It’s about owning a piece of a business you believe in, at a price you’re confident in. […]