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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 share our
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Trust & Estate Planning

Estate planning can be overwhelming, but it’s essential for ensuring your assets, investments, and loved ones are taken care of.
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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
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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
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Happy 4th of July from Solist

Independence Day: Office and Market Hours

In observance of Independence Day, the stock market and our office will be closed tomorrow Thursday, July 4th. This day
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Solist Mortgage & Lending LLC – NMLS 4102

  Are you looking to purchase residential real estate quickly and seamlessly while securing the best available rate? Solist Wealth
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Solist in Portugal - Q2 End for European Markets

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 on international
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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 a flexible
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Observing Juneteenth – Market Closure and Reflections

In observance of Juneteenth, the stock market will be closed today, Wednesday, June 19th. This day marks an important milestone
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Follow Us on Instagram

We are excited to announce that our Instagram is now live! Follow us at @solistwealth to stay updated on our
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