Update from LPL Financial – All Systems are Operational and Data is Current
All LPL systems, including Account View, are fully operational, and all data reflected in Account View is current as of Friday’s market close. LPL technology
All LPL systems, including Account View, are fully operational, and all data reflected in Account View is current as of Friday’s market close. LPL technology
What’s happening? LPL is currently experiencing service disruptions as a result of the global technology outage, and some services are temporarily unavailable, including the online
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
We trust this letter finds you well. As we approach the end of the year, we want to make sure we are optimizing your investment
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Solis Wealth Management, Inc 78-075 Main Street, Suite 204 La Quinta, CA 92253
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The Wealth Advisors of Solis Wealth Management are also Registered Representatives with and securities and advisory services are offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.
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Greg Solis is domiciled, and his principle place of business is CA.
CA Insurance # 0795867
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