Featured Articles
Solis Wealth Economic Update – December 12, 2022
Recession fears and concerns that the Fed may consider a longer rate-hike cycle sent stocks lower for the week.
Global Portfolio Strategy | December 7, 2022
Stocks added to strong October gains in November as the S&P 500 returned 5.6% for the month, leaving the index down 13.1% year to date. The Dow Jones Industrials fared slightly better, gaining 6%, while the Nasdaq added 4.5%. The Dow, up more than 20% from its...
Client Letter | Outlook 2023: Finding Balance | December 6, 2022
LPL Research’s Outlook 2023: Finding Balance provides perspective on what’s been happening and what may lay ahead in the market, economy, and more.
Holiday Scams
Every year during the holidays, millions of Americans shop for friends and family as they search for the perfect gift.
Resilient Consumers Have Not Saved Retail Stocks | Weekly Market Commentary | December 5, 2022
LPL Research shares insights on publicly traded retailers and analyze their underperformance year to date.
Solis Wealth Economic Update – December 5, 2022
Stocks ended higher last week as investors navigated the crosscurrents of a potential easing in future rate hikes and continued strength in the labor market.
Should We Reconsider What “Retirement” Means?
The notion that we separate from work in our sixties may have to go. Provided by Derrick Strub Wealth Advisor An executive transitions into a consulting role at age 62 and stops working altogether at 65; then, he becomes a buyer for a church network at 69. A corporate...

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