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How To Avoid Taxes When Transferring IRA Wealth to Your Heirs

Monday, November 30, 2015| 1 Comment

Last month I was fortunate enough to be published for the 2nd time this year on  Passing assets to heirs as tax-efficiently as possible is a real worry for many successful Americans.  There are a few little known, but very effective ways to keep more money “in the family”. Working with a skilled financialContinue Reading…

Estimated reading time: 2 minute(s)

In Investing LIfe Insurance Retirement Planning Uncategorized Wealth Management | | | | | | |

What’s trending in the market?

Monday, November 23, 2015 | Leave a comment

2015 has been a very wild ride for the average investor.  A few market indexes hit all-time highs earlier this year only to claw back all gains.  Since the beginning of the year we’ve had a wild seesaw ride.  We continue to actively to identify trends to make sure if there is a downward trendContinue Reading…

Estimated reading time: 12 minute(s)

In Investing Retirement Planning Wealth Management | | | | | | | | |

November 2nd Weekly Market Update

Tuesday, November 3, 2015 | Leave a comment

It sure is nice to present some good news this week.  Our asset management team is diligently analyzing the economy and markets for your protection.  Our Recession Probability Analytics are showing strength returning to the economy for the first time in months.   Please read this short message from our Chief Investment Strategist Jason Wenk.Continue Reading…

Estimated reading time: 11 minute(s)

In Investing Retirement Planning Wealth Management | | | | | |

October 26th weekly market update

Monday, October 26, 2015| 1 Comment

Last week we saw a rally in the market caused by a number of factors.  Is it time to take off the gloves and chase the rally? We believe in a methodical disciplined approach to investing for your retirement.  Now is not the time to get overly excited.  Then next 14 days could help usContinue Reading…

Estimated reading time: 11 minute(s)

In Investing Retirement Planning Uncategorized | | |

October 12 market update

Tuesday, October 13, 2015| 1 Comment

Here at Solid Wealth Advisors, we believe it’s important for our clients to be educated and plugged in to what’s happening in the economy and the stock market. We are proud to have full transparency in the areas of reporting, investment strategy, and cost to help our clients achieve their goals. We realize that notContinue Reading…

Estimated reading time: 4 minute(s)

In Investing Retirement Planning Uncategorized | | | | | |

Don’t feed the bears!

Tuesday, September 29, 2015| 1 Comment

So much of what we do at Solid Wealth Advisors involves not feeding the bears.  What do I mean?  Well, as a retirement planning specialty firm we realize our clients are not in the accumulation phase of their financial lives, but the preservation phase of their lives. Most of our clients are not chasing 10%-20%Continue Reading…

Estimated reading time: 3 minute(s)

In Investing Retirement Planning | |