by soltisadmin | 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...
by soltisadmin | May 8, 2021 | CIO Updates
by soltisadmin | 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...
by soltisadmin | Apr 1, 2021 | CIO Updates
by soltisadmin | Mar 1, 2021 | CIO Updates
by soltisadmin | 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...
by soltisadmin | 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...
by soltisadmin | Sep 14, 2020 | CIO Updates
Retirement is a multistep process, and can sometimes be overwhelming. In this session we’ll help participants gauge how well they are currently tracking and what other considerations they need to be making so they have the best chance for a successful...
