Videos

Crypto, Meme Stocks, and FOMO: A Millennial’s Guide to Speculation
In the last few months, I’ve had a lot more conversations that start with something like:
“Should I buy this crypto I heard about?”
or
“My buddy made 40% on a meme stock—am I missing out?”

8 Rules That Guide the Way We Invest at Solidarity Wealth
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.

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

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 &
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

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: