Trust & Estate Planning
Trust & Estate Planning Estate planning can be overwhelming, but it’s essential for ensuring your assets, investments, and loved ones…
Insights
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…
End of Q2 ’24: Monthly Market Commentary
Yesterday, June 28th, marks the quarter’s final trading day and the year’s midpoint, with Q3 starting next week on July…
Solist Mortgage & Lending LLC – NMLS 4102
Mortgage & Lending Solutions Are you looking to purchase residential real estate quickly and seamlessly while securing the best available…
Solist in Portugal: European Markets Q2 End
Are you invested in International or Emerging Markets? Should you be? Our CIO was briefly in Lisbon, Portugal, and asked…
Leverage Your Portfolio with Solist’s Securities Based Lending
Unlock your Investment Potential Securities Based Lending is a powerful lending tool that allows you to leverage your non-retirement investments…
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