The Blog

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! Continue reading

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. Continue reading

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. Continue reading

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. Continue reading

Are Capital Gains Taxes Changing?

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

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. Continue reading

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. Continue reading