Soltis Economic and Market Update 4-22-2021

Second quarter update on the economy and markets from our Chief Investment Officer, Bill Wallace. We discuss current developments in markets and what tactical changes Soltis is making to take advantage of opportunities and protect against market...

Soltis Fall Fiduciary Training 2020

This is our semi-annual fiduciary training that covers the following: What’s Next – 401k Regulations for 2021 Investment Innovation with Process & Prudence Asset Allocation & Glidepath Enhancement for Target Date Funds Elections, Economy, & Everything...