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Weekly insights on the markets, economy, and financial planning

The recent trade announcement between the U.S. and China reverses many of the tariffs that rattled financial markets beginning in April.

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The election is over, and global markets are analyzing the outcome and starting to adjust for the upcoming Trump administration.
Stocks fell last week as the post-election rally lost momentum amid an inflation uptick and cautious comments from Fed officials.
Today, market enthusiasm is the result of the “Trump trade,” which refers to investments that benefit from the expected policies of the next administration.
Stocks surged higher last week, fueled by the Fed’s interest rate cut decision and post-election enthusiasm.
After a historic campaign, Donald Trump has won the 2024 presidential election and Republicans have won control of the Senate.
It may seem counterintuitive, but since the Fed’s September meeting, Treasury yields have risen sharply amid interest rate cuts.
An important yet counterintuitive issue recently is that long-term interest rates have risen in recent weeks despite the Fed’s latest cuts.
Stocks slid last week as mixed economic data, election concerns, and strong-but-not-spectacular Q3 corporate reports failed to inspire investors.
Perhaps the most complex area when it comes to the outcome of the election is tax policy - specifically "The Tax Cuts and Jobs Act."
Given the difficult inflationary conditions of the past few years, the risk that worries most retirees continues to be outliving their savings.
Stocks were mixed last week as fresh economic data points and election-related uncertainty slowed market momentum.
Along with the uncertainty of the past few years, it’s no wonder that we're seeing a 2024 gold rally as prices have risen to record levels above $2,700 per ounce.
Stocks posted their sixth week of gains last week, with quarterly earnings season in full swing and the election on the horizon.
We are thrilled to announce that Financial Synergies has earned a spot on Forbes List of America's Top RIAs for 2024! This is an elite group of financial advisory firms across the country, and we are just honored to be a part of it.
The economy is in uncharted territory. Figure 1 graphs the Leading Economic Index (LEI), which tracks ten data points that tend to change before the overall economy does.

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