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.
Are we headed for a crash? Where are rates going? Jimmy Mortimer of Solidarity Wealth answers the questions clients ask most.
I’m not a fan of the whole prediction game. But we’re at the start of a new year, and I have some thoughts on what’s
Markets move fast. Trends come and go. But our approach to investing remains grounded in a simple truth: we’re not chasing stocks, we’re building long-term ownership in real businesses.
In this video, we share the 8 rules that define how we invest at Solidarity Wealth. From avoiding the hype to partnering with great leadership teams, these principles guide every decision we make on behalf of the families we serve.
Rebalancing is often touted as an essential practice in wealth management. We beg to differ. Find out why following the crowd may be counterproductive to your wealth.
By Jimmy Mortimer and Zach Whitchurch “The world is not driven by greed, it is driven by envy. The fact that everybody is five times
You can underwrite a company in your sleep, but when you look at your own balance sheet, you still find a high income and a large number on paper, with very little cash you can touch. Jeff McClean reviews the unique financial reality of working inside venture capital and private equity, and how to plan for a timeline you don’t control.
Making partner changes your income twice. The amount goes up, and everybody tells you about that part.
Are we headed for a crash? Where are rates going? Jimmy Mortimer of Solidarity Wealth answers the questions clients ask most.
