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 […]
Balancing Liquidity and Growth: A Strategic Approach for Founders, Entrepreneurs, and Executives
By Zach Whitchurch President | Wealth Advisor Certified Private Wealth Advisor® CFP® “You can have all of the assets in the world you want, but if you have no liquidity, it doesn’t matter.” — Sam Zell (American billionaire businessman, 1941-2023) Navigating the intricate world of investments and wealth management can be a daunting task for […]
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 […]
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 […]
Case Study: How We Helped One Family Sell Their Business
By Zach Whitchurch President | Wealth Advisor Certified Private Wealth Advisor® CFP® When you’ve spent years building and growing a family business, the decision to sell is never an easy one. When you have experienced wealth advisors by your side helping you analyze the possibilities, it makes it easier to have confidence in whatever decision […]
How We Help You Discover What Your Second Mountain Will Be
By Zach Whitchurch & Jeff McClean As a successful entrepreneur or executive, you know what it feels like to keep your nose to the grindstone and work hard to achieve your career goals. Maybe you’ve grown a business to the point where you can step back and sell it for more than you ever dreamed […]
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 […]
Top Financial Mistakes We See Entrepreneurs Make
By Zach Whitchurch President | Wealth Advisor Certified Private Wealth Advisor® CFP® Entrepreneurs are used to taking risks, being creative, and thinking outside the box. Yet when it comes to financial decisions, that same type of thinking can lead to costly mistakes that jeopardize their business and personal financial future. At Solidarity Wealth, we have […]
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 […]
How Not to Ruin Your Kids With Money
By Zach Whitchurch President | Wealth Advisor Certified Private Wealth Advisor® CFP® If there’s one thing that’s universally true, it’s that we all want to do right by our kids by teaching them things like kindness, respect, responsibility, and a solid work ethic. For those who have amassed significant wealth, it can be a fine […]
