Videos
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:
How We Manage & Invest Our Own Money
By Jeff McClean and Zach Whitchurch At Solidarity Wealth, we don’t just talk about managing money—we live it. As entrepreneurs, we’ve navigated the same challenges
5 Strategies for Tax-Efficient Charitable Giving
By Zach Whitchurch, President & Lynn Evans, Director of Family Office Services When it comes to philanthropy, most people focus on its profound impact on
8 Proactive Year-End Tax Strategies for 2024
By Lynn Evans As 2024 draws to a close, now is the time to take a proactive approach to your financial and tax planning to
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