Soltis Economic and Market Update 7-27-2021

by | Jul 29, 2021 | CIO Updates

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

Soltis Economic and Market Update 4-22-2021

by | Apr 24, 2021 | CIO Updates

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

by | Nov 20, 2020 | CIO Updates

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...

Red or Blue: Elections, the Market, & You

by | Oct 27, 2020 | CIO Updates

There is a lot of uncertainty surrounding the 2020 presidential election. Join us as we discuss the impact that previous elections have had on the stock market. We’ll take a look at the current political environment and finish by discussing several helpful...