How to Avoid Common RSU Tax Mistakes
Restricted stock units can be a powerful part of an executive’s compensation, but if the tax side isn’t handled strategically, they can cause more problems than they’re worth. In this video, Jeff McClean, CEO of Solidarity Wealth, sits down with Lynn Evans, Tax Advisor & Director of Family Office Services, to talk through the RSU […]
Post-Election Tax Changes: What They Could Mean for You
The tax landscape is poised for major shifts in 2025. In this video, Jeff McClean, CEO of Solidarity Wealth, and Lynn Evans, Tax Advisor & Director of Family Office Services, break down what these changes mean for affluent individuals, entrepreneurs, and executives like you. What policies are likely to change under the new administration? How […]
Strategies for Navigating a High-Income Year
For entrepreneurs and executives, a high-income year—whether from a capital event like selling a business or a large bonus—brings both opportunities and challenges. Managing the tax implications of a substantial income is no small feat. Our latest video offers smart strategies to help you balance taxes, investments, and long-term goals. In this video, you’ll learn […]
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%. […]
Meet Cameron Cole
https://youtu.be/qA5P1Rvrh2w At Solidarity Wealth, we’re selective about who joins our team because we know the profound impact advisors have on our clients’ lives and legacies. That’s why we’re excited to introduce Cameron Cole, our newest wealth advisor. In this conversation with CEO Jeff McClean, Cameron shares his perspective on wealth management shaped by 20 years […]
Qualified Small Business Stock: A Tax Game-Changer for Business Owners
As a business owner, imagine your first $10 million in gains being completely tax-free. This is the power of Qualified Small Business Stock (QSBS). Through careful planning, QSBS can: Exempt your first $10 million in gains from both federal and many state taxes Allow you to “trust stack,” enabling even more tax-free savings […]
Tune Out the Noise and Stick to Your Plan
By Danny Clark, Certified Private Wealth Advisor® Are you overwhelmed by the constant barrage of financial advice from the media and your friends? Do you find it difficult to stay focused on your long-term financial goals? In this brief video, we discuss the importance of tuning out the noise and sticking to a personalized […]
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 […]
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 […]
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. […]