How Is Investing $50M Different From Investing $5M
From my experience, each client and every investment account is unique in some way. While the core principles of investing (e.g., risk tolerance, diversification, goals) remain the same regardless of the amount you are investing, there are important differences to consider depending on the size of the investment portfolio. This is especially true when there […]
Money vs. Wealth: How to Create Wealthy Habits
By Zach Whitchurch President | Wealth Advisor Certified Private Wealth Advisor® CFP® When most people think about wealth, they think of money. But the truth is, wealth stretches well beyond just numbers. Real wealth is rooted in your lifestyle—both your financial and non-financial habits. Growing up in Salt Lake City, we had a beanpole family—meaning […]
VIDEO: End of Year Update and 2024 Forecast
It’s hard to believe that we are at the end of 2023. As we approach the turn of the calendar year, I want to discuss three things in this look ahead to 2024: broad level, market level, and company-specific level.
How Will You Measure Your Life?
In today’s fast-paced world, where we have constant distractions all around us, it’s crucial to pause every once in a while to think about where we are and where we want to go. At Solidarity Wealth, we navigate the complexities of wealth management, but we know it’s not just about growing our assets; it’s about […]
Unlocking the Secrets to a Successful Family: Putting the Right Advisors Around You
By Zach Whitchurch President | Wealth Advisor Certified Private Wealth Advisor® CFP® In today’s world, families are faced with more than a few challenges, chief among them being navigating the complexities of our finances and our interpersonal relationships. True prosperity encompasses both financial stability and harmonious family relationships. Balancing these elements can be challenging, requiring […]
The Benefits of Working With a Multi-Family Office
For successful entrepreneurs and executives, navigating the intricate dynamics of wealth, estate, and tax planning, public and private market investments, and legacy building demands a sophisticated approach. As their wealth reaches new heights, traditional wealth management strategies often fall short of the unique needs and complexities of those building significant wealth – especially those who […]
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 […]
