As we celebrate College Savings Month this September, it’s a perfect opportunity to highlight the importance of planning ahead for your loved ones’ education. With
I hope this message finds you well. With recent news about potential Social Security number leaks to the dark web, I wanted to share some
Stocks must have gotten the memo that August tends to be weak historically. July, the eighth positive month in the past nine, was quickly forgotten
LPL Research recently unveiled Midyear Outlook 2024: Still Waiting for the Turn, the semi-annual report that recaps where markets and the economy have been over
Stocks finished the first half of the year the same way they started — with solid gains. Strong rallies from big tech names, combined with
At Solis Wealth Management, we prioritize your safety and well-being. We understand that life can be unpredictable, and unexpected events can happen at any time.
As you may have noticed, we recently transitioned to a new e-signature platform, Adobe Sign. Unfortunately, with email providers now increasing their security measures, some
Unlocking Education Savings: Exploring the New 529 to Roth Conversion Rules We’re excited to share with you the potential game-changer in education savings – the
Stocks defied the skeptics in a very unpredictable 2023. The Dow Jones finished at an all-time record high on December 28, and the S&P 500
Solid gains for both stocks and bonds gave investors a November to remember. As financial markets continue to defy skeptics, I’m reminded of a quote
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