Q4 ’24: Market Commentary: September Recap, October Ahead
Solist Wealth Management’s Monthly Market Commentary: Shocktober Edition! Dive into our latest insights as we recap Q3 and
Trust & Estate Planning
Estate planning can be overwhelming, but it’s essential for ensuring your assets, investments, and loved ones are taken
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
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,
Independence Day: Office and Market Hours
In observance of Independence Day, the stock market and our office will be closed tomorrow Thursday, July 4th.
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
Solist Mortgage & Lending LLC – NMLS 4102
Are you looking to purchase residential real estate quickly and seamlessly while securing the best available rate?
Solist in Portugal: European Markets Q2 End
Our CIO was briefly in Lisbon, Portugal, and asked about our stance on the market. We are neutral
Leverage Your Portfolio with Solist’s Securities Based Lending
Securities Based Lending is a powerful lending tool that allows you to leverage your non-retirement investments to secure
Isabelle Sering
Q1 ’25 Solist Market Commentary