Omicron

In less than a week, the COVID-19 variant known as omicron has renewed public health concerns around the world.

Medicare Cost Changes for 2022

The Centers for Medicare & Medicaid Services recently released the 2022 changes for Medicare premiums and deductibles for Part A and Part B.

Buckle Up…

The markets could take us on a rollercoaster ride this week, so buckle up. Of course, it could also end up being a big snooze.

We Are Thankful For You (Our Clients)

To our wonderful clients- From all of us here at Financial Synergies, we want to wish you and your family a Happy Thanksgiving!

Week In Perspective: Mega-Cap Excellence [19-Nov-21]

After snapping a lengthy winning streak last week, the market returned to its winning ways, and by "market," we mean the mega-cap stocks.

Biden Signs Infrastructure Bill

At the White House on Monday, President Biden signed a $1T bipartisan infrastructure bill set to enable enhancements for transportation and utilities over the next five years.

Let’s Just Call it a Year!

Stocks are up this year - big time. Large-cap stocks and small-cap stocks are up 27% and 23%, respectively, for the year.

A Positive Take on the “Great Resignation”

Perhaps the biggest side effect of the rapid economic recovery is the historic number of job openings across the country.

Week in Perspective: Winning Streak Snapped [12-Nov-21]

Although we finished strong on Friday, the stock market's five-week winning streak was put to an end this week, as well as the S&P 500's eight-session winning streak and the Nasdaq Composite's 11-session winning streak.

Are Capital Gains Taxes Changing?

There are a lot of questions about President Biden’s Build Back Better plan and potential tax changes, including capital gains taxes.

Important: Changes to Your Bond Portfolio

It's no secret that bonds haven't exactly been fun to watch lately. Rising interest rates and inflation have taken a bite out of most fixed income portfolios, and most investors are not accustomed to seeing that.

Week In Perspective: Market closes month at record highs [29-Oct-21]

Each of the large-cap indices set intraday and closing record highs this week amid continued strength in the mega-cap stocks. The Nasdaq Composite rose 2.7%, almost matching the 2.9% gain in the Vanguard Mega Cap Growth ETF (MGK).

Record Profits Fuel the Bull Market

The corporate earnings season for the third quarter is already off to a strong start. Investors are watching these reports closely as concerns over supply chain bottlenecks, the delta variant, rising rates and other factors threaten company bottom-lines.

Week In Perspective: S&P 500 and Dow march to record highs [22-Oct-21]

The stock market powered through a host of negative supply-chain commentary, with investors bidding up growth and value stocks amid a fear of missing out on further gains.

The Importance of Starting Early

The NCAA, the governing body of North American collegiate sports, has historically limited the monetary benefits that college athletes could receive from their schools to little more than scholarships.

The Blog

Your “Magic” Retirement Number?

Subscribe to Our Blog

Recent Articles