Solera Asset Managers

Solera Asset Managers Growing and protecting your investments for a lifetime and beyond. At Solera, we have one focus, Risk Management.

Our specific approach attempts to reduce the possibility of your account experiencing a catastrophic loss and yet still growing your portfolio by utilizing a diversified strategy of risk allocation. Instead of relying on just dividing your account up by asset classes, we employ a multitude of methodologies and strategies to risk manage your account. We believe that Fractionally Blending is the str

ongest way to manage risk in today’s modern markets. With the goal of getting the major moves of the market mostly right, most of the time, we believe we can significantly decrease the likelihood of a catastrophic lose in the next bear market. Advisory Services are offered through Sowell Management, a Registered Investment Advisor. The company profile is for informational purposes only and its contents should not be construed as a recommendation. The information on this social media site alone cannot, and should not be used in making investment decisions. Investors should carefully consider the investment objectives, risks, charges and expenses associated with any investment. Information shared from third-party sources is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any investment or recommendation. While Sowell Management believes information derived from third-party sources to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy or reliability. Statements of future expectations, estimates, projections and other forward-looking statements are based on available information at the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and certainties. Actual results, performance or events may differ materially from those expressed or implied in such statements.

06/16/2026

Last week, U.S. equities posted modest gains, overcoming early volatility tied to shifting rate expectations and geopolitical news. Treasury yields eased as lower energy prices helped temper inflation concerns, while mixed economic data kept investors cautious but selectively optimistic. For more insights, check out this week's market perspective.

With the right mix of investment guidance, protection strategies, and thoughtful planning for the future, you can keep g...
06/15/2026

With the right mix of investment guidance, protection strategies, and thoughtful planning for the future, you can keep growing what you’ve built while planning for the people and causes that matter most to you. If you ever want to talk through what this could look like for you and your family, just reach out. I’m here to help.

When emotion rules, your long-term plan may suffer.  Learn how time in the market may beat timing the market. Then let’s...
06/11/2026

When emotion rules, your long-term plan may suffer. Learn how time in the market may beat timing the market. Then let’s talk.

https://bit.ly/4xlHE0l

Annuities can be a fantastic way to secure a steady income for retirement, but rushing into a purchase without knowing t...
06/09/2026

Annuities can be a fantastic way to secure a steady income for retirement, but rushing into a purchase without knowing the rules can lead to costly mistakes.

Before you make your next move, keep these essential Dos and Don'ts in mind:

✅ DO investigate the different types (fixed, indexed, variable) to see what fits your risk tolerance.
✅ DO read the fine print on fees, caps, and surrender periods.
❌ DON'T ignore the complex tax implications or early withdrawal penalties.
❌ DON'T treat an annuity as your only strategy—it’s meant to supplement Social Security and your other savings.

Want to make sure you're using annuities the right way within a diversified retirement portfolio? Head over to our website to check out our latest blog for the ultimate list of Annuity Dos and Don'ts!

06/08/2026

Last week, markets softened as a stronger labor report drove yields and rate expectations higher. Despite solid economic data, inflation concerns and geopolitical pressures continue to complicate the outlook for monetary policy. Learn more with this week’s market perspective.

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running...
06/08/2026

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running your company, including financing, buy-sell agreements, and insurance planning. I can help you think through planning needs and when to involve a credentialed appraiser for a qualified valuation.Let's connect.

Keeping your financial goals on track doesn’t have to mean skipping summer fun. Consider these simple moves.
06/04/2026

Keeping your financial goals on track doesn’t have to mean skipping summer fun. Consider these simple moves.

Think you know annuities? Think again! 🤔It’s Annuity Awareness Month, and we’re breaking down how this financial tool ca...
06/03/2026

Think you know annuities? Think again! 🤔

It’s Annuity Awareness Month, and we’re breaking down how this financial tool can help protect your hard-earned savings from market volatility and longevity risk.

Annuities can provide a guaranteed income stream you quite literally cannot outlive. Plus, they offer unique benefits like:
✅ Tax-deferred growth
✅ Protection from market downturns
✅ Options for inflation protection and death benefits for heirs

But because they are long-term financial products, understanding the fees, types (like Fixed vs. Variable), and tax implications is crucial before making a move.

Don't leave your retirement income to chance. Get the clarity you need today! Head over to our website to read the full blog.

06/01/2026

Last week, U.S. equities pushed to new highs, supported by geopolitical optimism and AI-driven earnings. Bonds rallied as lower energy prices eased inflation concerns, while economic data was mixed—persistent inflation alongside resilient growth. Check out this week’s market perspective to learn more.

06/01/2026

If your ability to earn income were to be interrupted, how would you cover next month’s expenses? Which assets are easy to access—and which aren’t? Let's talk through your strategy.

Address

8483 Douglas Plaza Drive
Granite Bay, CA
95746

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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