Tariffs, tariffs, and tariffs

The return of market volatility is déjà vu all over again. Recent swings in global stocks and bonds are the result of escalating trade tensions and fears of an economic slowdown. What has changed in recent weeks? Read More

May 31, 2019 Weekly Market Recap

The S&P 500 lost 2.6% this week and 6.6% this month, registering its first monthly decline in 2019. Lingering U.S. – China trade tensions and a surprise 5% tariff rate on Mexico contributed to broad-based efforts to de-risk and seek safety in U.S. Treasuries. Read More

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. Read More

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. Read More

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! Read More

May 17, 2019 Weekly Market Recap

The S&P 500 lost 0.8% this week, as trade tensions escalated between the U.S. and China. The benchmark index was on pace for a relatively flat week despite the negative developments, until news on Friday that talks have stalled sent stocks lower. Read More

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. Read More

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. Read More

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. Read More

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