Q1 2020 Client Investment Letter
As we entered 2020, we commented on how an 11-year bull market and an expanding but late-cycle global economy set the stage for difficult capital allocation decisions. We were concerned…
SOL Financial Education
SOL CAPITAL’S QUARANTINE SPOTLIGHT
And as the social distancing continues, if you have extra time on your hands, below is a list of good resources available online for different interests. Introducing SOL Capital’s Quarantine…
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…
A Message to Our Clients
We fully recognize the continued uncertainty around Coronavirus is stressful and the recent market volatility may be causing additional anxiety. We are parents, children, and siblings too, not to mention…
Staying the Course through the Coronavirus Sell-Off
The spread of COVID-19 (more commonly known as coronavirus) is dominating media coverage and roiling global financial markets. First and foremost, we urge our clients to be informed about the…
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 Client Investment Letter
The fourth quarter of 2019 closed a year of surprisingly strong returns from global financial markets. Coming off a down market in 2018, global equities (led by the U.S.) rallied…
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…
SOL Capital Management Ranked Among Top 100 Financial Advisors by CNBC
The team at SOL Capital Management is pleased to announce the firm has been ranked among the top 100 financial advisors by CNBC for 2019. According to CNBC, “The CNBC…
Q3 2019 Client Investment Letter
Global financial markets generated mixed returns in the third quarter. U.S. equities, led by large-caps, were slightly positive as were fixed income returns across the board. However, smaller-cap U.S. stocks,…
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…