LA QUINTA, CA – February 20, 2024 – Greg Solis, a financial advisor at Solis Wealth Management in La Quinta, today announced that his achievements have been recognized with inclusion in LPL Financial’s Summit Club* for 2024. This distinction celebrates a select group...
In 2024, we believe markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas. Inflation is going down. The risk of a recession is bubbling up again as the effect of post-pandemic...
Solid gains for both stocks and bonds gave investors a November to remember. As financial markets continue to defy skeptics, I’m reminded of a quote from Warren Buffett’s long-time partner and one of the greatest investors of our time, Charlie Munger, who passed away...
We trust this letter finds you well. As we approach the end of the year, we want to make sure we are optimizing your investment portfolios to the best of our abilities. With tax season for 2022 now behind us, if you have any loss carryforwards, please be sure to let...
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and...
