New Rules Benefit 529 College Savings Plans

The Tax Cuts and Jobs Act includes a provision to now allow 529 Plans to be used for private elementary and high school expenses, rather than just college related expenses. The new rules are a treat for both parents and grandparents looking for a better way to pay for private educational costs.

May 24, 2019 Weekly Market Recap

The S&P 500 lost 1.2% this week, as trade and growth concerns sent investors fleeing from cyclical assets and seeking shelter in U.S. Treasuries and low-beta stocks.

Financial Synergies Welcomes Brock Hedgecoke

As part of our commitment to providing the highest level of service to our clients, we’ve added a new financial advisor to the team – Brock Hedgecoke. Please join us in welcoming Brock to the Financial Synergies Team!

Pathway to Wealth for Gen X and Millennials (and Gen Z)

Pathway® is a financial planning and investment program focused on early and mid-career professionals. Planning for this demographic is crucial, given working professionals experience major life events so frequently.

May 17, 2019 Weekly Market Recap

Be Greedy When Others Are Fearful

It got pretty ugly on Wall Street today, with the Dow Jones dropping 617 points (-2.38%). The U.S. and China exchanged fresh threats in a trade war that many fear will continue to escalate. Only time will tell, but it's likely a deal will be reached eventually.

What We Can Learn From This Market Recovery

Last week, the S&P 500 hit new record highs, fully recovering from last year's market pullback. This market rebound took four months which, coincidentally, is exactly the historical average for bounce-backs after market corrections. This occurred despite the fact that the market decline nearly reached bear market levels.

April 26, 2019 Weekly Market Recap

The S&P 500 (+1.2%) and Nasdaq Composite (+1.9%) each posted solid gains this week while setting new closing highs in the process. Strength in the U.S. economy and solid earnings reports from mega-cap companies contributed to the week's upside bias.

1st Quarter 2019 Newsletter

Below please find our 1st Quarter 2019 Newsletter. Enclosed you'll find articles on the state of the markets, financial planning, and investing.

1st Quarter 2019 Market Review

This report features world capital market performance and a timeline of events for the 1st Quarter 2019. It begins with a global overview, then reports the returns of stock and bond asset classes in the US and international markets. We hope you find it helpful.

Concentrated Stock Can Be Hazardous To Your Wealth

First, we must ask "What do we consider a concentrated stock position?" The rule of thumb is 10% of your investable net worth. Now, rules of thumb can sometimes get us in trouble, but the risk should be looked at from a holistic prospective.

April 12, 2019 Weekly Market Recap

The S&P 500 increased 0.5% this week, as a strong earnings report from JPMorgan Chase (JPM) and a positive response to Walt Disney's (DIS) upcoming new streaming service helped the broader market overcome weakness from the health care stocks.

Are Index Funds Distorting Prices?

Over the last several years, index funds have received increased attention from investors and the financial media. Some have even made claims that the increased usage of index funds may be distorting market prices.

April 5, 2019 Weekly Market Recap

The stock market rally carried over into the second quarter, with the S&P 500 gaining 2.1% this week, extending its winning streak to seven straight sessions and setting a new closing high for the year. Investor sentiment was boosted by positive manufacturing data, progressing U.S.-China trade talks, and a Goldilocks Employment Situation Report for March.

On to the Second Quarter

The stock market has rebounded significantly in 2019 despite on-going economic and political uncertainty. As always, as we begin Q2 it's important for long-term investors to stay disciplined and maintain perspective.

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