Q2 2020 Insights
How did the markets do? Stocks around the world rebounded strongly from their March 23 lows, as massive fiscal and monetary stimulus packages came into force. Investors looked passed…
Q1 2020 Insights
How did the markets do? All major equity indices across geographies, market caps, and sectors exhibited significant declines in the first quarter. The rapid spread of the COVID-19 virus…
Navigating the Advanced SOL Capital Portal
Stay connected to your financial picture We are very excited to share our new ADVANCED client portal. From your advanced portal, you have access to unique information and insights, account…
Your Retirement Account – Key Implications of the SECURE Act
On Friday, December 20, 2019 the Setting Every Community Up for Retirement Act (the SECURE Act) was signed into law and many of its provisions went into effect on January…
Q4 2019 Insights
How did the markets do? Global equities exhibited strong gains during the fourth quarter, adding to an already robust performance for 2019. A return to more accommodative interest rate…
Q3 2019 Insights
How did the markets do? Global financial markets generated mixed returns in the third quarter. U.S. equity returns were broadly positive, as were fixed income returns, while smaller-cap U.S.…
Recession Rampage
This year the media has been talking about recessions quite a bit. May, August and now in September. Spring, Summer and Fall. Perhaps it is just a seasonal thing. Whenever…
Q2 2019 Insights
What happened? Global financial markets closed a second consecutive quarter of positive returns, though not without its fair share of noise and volatility. Uncertainties surrounding tariffs and the reliability…
Q1 2019 Insights
Global Economic and Financial Markets Summary Global equity markets started this year on a positive note, generating broad gains in the first quarter, rebounding off a difficult end to…
Q1 2019 Insights
Global Economic and Financial Markets Summary Global equity markets started this year on a positive note, generating broad gains in the first quarter, rebounding off a difficult end to…
Q4 2018 Insights
Global Economic and Financial Markets Summary After reaching all-time highs in the third quarter, major U.S. equity indices fell sharply in the fourth quarter of 2018. The S&P 500…
Navigating the New SOL Capital Portal
We are very excited to share our new client portal. By now you should have received information via email about getting access. In this post we will provide…