Blog
Why You Need to Build Your Team of Advisors When Selling Your Business
Selling your business involves more than just closing the deal. To navigate the complexities of taxes, legal issues, and financial planning, you need a well-rounded
Stock Option Mistakes: Avoid Costly Errors and Taxes
Many of our clients at Solidarity Wealth work in high-growth industries (such as technology), and therefore receive stock options as part of their compensation package.
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
Tax-Planning Strategies for “HENRYs”
Are you a “HENRY”? High Earner, Not Rich Yet (HENRY) is a term used to describe a person who has high income or the potential
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
From Cover to Cover: Some of My Favorite Reads
By Zach Whitchurch President | Wealth Advisor Certified Private Wealth Advisor® CFP® As a wealth manager, I’m constantly on the lookout for sources of
