Trust & Estate Planning
Trust & Estate Planning Estate planning can be overwhelming, but it’s essential for ensuring your assets, investments, and loved ones…
Author: Isabelle Sering
Q3 ’24 Market Commentary: July Recap, August Ahead
Q3 Market Overview and Investor Sentiment Welcome to Solist Wealth Management’s Monthly Market Commentary. In Q3 2024, the S&P 500…
Customized Company Retirement Accounts for Your Business
Are you a business owner considering a customized qualified retirement plan for your employees? At Solist Wealth Management, we provide…
Independence Day: Office and Market Hours
Clients and friends of Solist, In observance of Independence Day, the stock market and our office will be closed tomorrow…