Solid Gains to End the First Half | July 8, 2024
Stocks finished the first half of the year the same way they started — with solid gains. Strong rallies from big tech names, combined with
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
The S&P 500 lost 3.3% in the third quarter after sliding nearly 5% in September. Putting this into perspective, nothing really qualifies as out of
Dear Valued Clients, Financial markets lived up to their reputation during the month of August, which has a record for being difficult. On the first
Dear Valued Clients, We hope this message finds you well. In an age where digital connectivity is at its peak, ensuring the security of your
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