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The latest news, press releases, podcasts, webinars, and event information from Soltis Investment Advisors.
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2024
2025
Blog
CIO Updates
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Peak Stupidity
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The True Costs of Caring for Aging Parents
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Money Talks: How to Use Holiday Gatherings to Start Family Financial Conversations
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Should You Pay Off Your Mortgage Early?
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2025 Annual Client Summit
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Private Equity for HNW Retirees
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My Recent Appearance on the Simply Investing Dividend Podcast
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A 2025 Guide to Protecting Seniors from Fraud
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Solving for Tax Complexity in Retirement
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Why High-Net-Worth Clients Love Performing Assets
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Should You Use a Wearable Payment Device?
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Podcast: Managing Concentrated Stocks and Portfolios
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