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
We Are Thankful For You (Our Clients)
The Blog
Week In Perspective: Mega-Cap Excellence [19-Nov-21]
After snapping a lengthy winning streak last week, the market returned to its winning ways, and by “market,” we mean the mega-cap stocks. 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
A Positive Take on the “Great Resignation”
Perhaps the biggest side effect of the rapid economic recovery is the historic number of job openings across the country. 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
Week In Perspective: Market closes month at record highs [29-Oct-21]
Each of the large-cap indices set intraday and closing record highs this week amid continued strength in the mega-cap stocks. The Nasdaq Composite rose 2.7%, almost matching the 2.9% gain in the Vanguard Mega Cap Growth ETF (MGK). 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