New Tax Law Impacting Charitable Giving?

Recently, the Wall Street Journal reported that charitable giving by individuals saw the biggest drop in nearly ten years. According to the article, donations dropped by over 3% after four straight years of increased giving. Read More

2nd Quarter 2019 Market Review

This report features world capital market performance and a timeline of events for the 2nd 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. Read More

July 12, 2019 Weekly Market Recap

A great week for equities. The stock market recorded its second consecutive week of gains, with the Dow (+1.5% for the week), Nasdaq (+1.0% for the week), and S&P 500 (+0.8% for the week) reaching fresh record highs. Read More

Timing Isn’t Everything

Over the course of a summer, it’s not unusual for the stock market to be a topic of conversation at barbecues or other social gatherings. In fact, it’s pretty common these days! Read More

Check Out The 2019 Two-Minute Tour!

Check out the 2019 Two-Minute Tour! Although we’ve been in the new office since last fall, some of you have not had a chance to see the new space yet. So, we’re pleased to release our latest Financial Synergies Wealth Advisors office tour! Read More

June 28, 2019 Weekly Market Recap

The S&P 500 declined 0.3% this week, but still increased 6.9% this month to record its best June since 1955. Price action reflected some consolidation in front of the G-20 meeting between President Trump and President Xi after Friday’s close. Read More

State of the Markets – June 2019

Last week, the S&P 500 once again hit new all-time highs (currently hovering around 2,945). The market pullback that began in May – the result of on-going trade and Fed concerns – has now fully recovered. Volatility is just a normal part of investing, even when the situation appears to be the most uncertain. Read More

What The U.S. Buys The Most Of From China

I’ve always been curious about this, so I did a little digging. What do we import the most of from China? In the past twenty-plus years, China has evolved from a heavy equipment machinery exporter to a prominent leader in technology product exports. In fact, today the lion’s share of what we import from China is related to computers and electronics. Read More

June 14, 2019 Weekly Market Recap

The S&P 500 increased 0.5% this week, lifted by shares of consumer discretionary companies as the market remained hopeful for positive outcomes in the Fed’s policy decision next week and the G-20 summit later this month. Read More

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