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 team of advisors by your side. Whether you’re years away from a potential sale or preparing now, getting the right team in place can help you navigate the process effectively. […]
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. While these are certainly a wonderful employee benefit, they come with many complex rules and tax implications. In our experience, too many of these professionals make avoidable mistakes that cost […]
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 toward building a strong financial future. Our latest video is an S&P 500 crash course. In just a few minutes, you’ll learn what the S&P 500 is, why it matters, […]
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 for high future wealth (think the founder of a startup) but currently has assets tied up in lifestyle expenses. So why do so many HENRYs feel they have little to […]
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 a portfolio among a selection of core asset classes to balance risk with long-term growth potential. At Solidarity Wealth, we employ strategic asset allocation in managing our clients’ portfolios. Take […]
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 inspiration and education. While plenty of websites, podcasts, and blogs offer useful information, I prefer books that delve more deeply into the subjects they cover. I’m always eager to recommend […]
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 […]
Why I Became a Wealth Advisor
My journey as a wealth advisor is fueled by a profound desire to make meaningful contributions to people’s lives. From early in my career, I knew I wanted to use my knowledge of financial services to create lasting relationships with people and guide them toward their financial goals. Today, as a dedicated wealth advisor at […]
Coaching for Victory: The Parallel Playbooks of Soccer and Financial Planning
By Zach Whitchurch President | Wealth Advisor Certified Private Wealth Advisor® CFP® Whether on the pitch or inside a financial portfolio, soccer coaches and wealth advisors have the same basic objective: give people the skills, training, and tools they need to become the best versions of themselves. With years of experience in soccer coaching under […]
Meet d1g1t: Solidarity Wealth’s New Client Portal
By Zach Whitchurch President | Wealth Advisor Certified Private Wealth Advisor® CFP® I’m pleased to announce the official launch of our new client portal, d1g1t! Please note that this innovative platform is not a replacement for BNY/Pershing or Right Capital; rather, it is replacing Addepar. While some of our clients invest in the public markets […]
