A Case For Optimism

Let me state the obvious – it has not been a fun year for investors. But there are plenty of reasons to be optimistic, even if the market is not reflecting this at the moment. Read More

April 20, 2018 Weekly Market Recap

The U.S. stock market notched its second consecutive weekly advance this week, but losses on Thursday and Friday put a damper on returns going into the weekend. The S&P 500 added 0.5% this week, while the Dow Jones Industrial Average and the Nasdaq Composite climbed 0.4% and 0.6%, respectively. Read More

Q1 2018 Newsletter

We hope you enjoy the 1st Quarter 2018 Newsletter. We’ve included articles on the markets, economy, and financial planning. Also, join us in welcoming Lottie Hensley to the Financial Synergies Team! Read More

April 13, 2018 Weekly Market Recap

Stocks got a win this week, with all the major indices advancing. The tech-heavy Nasdaq Composite gained 2.8%, while the S&P 500 and the Dow Jones Industrial Average advanced 2.0% and 1.8%, respectively. Read More

Q1 2018 Market Review

This report features world capital market performance and a timeline of events for the first quarter of 2018. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. Read More

April 6, 2018 Weekly Market Recap

It was a losing week for the equity market and another volatile one at that. The major indices were all over the place, twisting and turning amid a barrage of headlines that played into its fears about trade wars and rising interest rates. Read More

March 16, 2018 Weekly Market Recap

Equities gave a little back this week, undoing about a third of last week’s rally, as investors continued to search for equilibrium following the abrupt sell off in early February. Read More

Social Security Part 4: Taxation of Benefits

Thus far in our Social Security blog series, we have covered the basics of how retirement benefits are calculated and how individuals become eligible for Social Security. We have also discussed benefits available for spouses, surviving spouses, and family members. Read More

March 9, 2018 Weekly Market Recap

The bulls bounce back and Nasdaq rises to new records. Equities rallied this week, more than reclaiming last week’s losses, as investors navigated their way through a sea of news, including a battle over tariffs, the latest European Central Bank policy meeting, and the release of the Employment Situation Report for February. Read More

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