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 […]
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 across multiple […]
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 financial […]
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. […]
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, […]
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 […]
Mid-Year Market Update
On June 12, 2024, we recorded a quick mid-year market update that you won’t want to miss. With the surprising CPI numbers and insights into potential Fed rate cuts, there’s a lot to unpack. Watch the Update Now!
VIDEO: Know What You Own & Why You Own It
Know what you own and why you own it. This principle is at the heart of our investment philosophy at Solidarity Wealth. Understanding the ins and outs of your investments is crucial, especially during economic turbulence. It’s about owning a piece of a business you believe in, at a price you’re confident in.
The Pitfalls of Timing the Stock Market
If you think trying to time the market can make you wealthy overnight, hold on! The biggest danger with this type of investing is that you’ll be missing out on important stock rallies while your guessing-game tactics play out.