FinSyn Insights

Weekly insights on the markets, economy, and financial planning

Medicare’s open enrollment period happens once a year between October 15 and December 7. During this time, current Medicare beneficiaries have the option to adjust their coverage for the coming year.
September is National Insurance Month. Ok, so it's no National Pizza Day or National Margarita Day, but it is something I’m interested in! A healthy review of policies is always good, and we are happy to discuss mitigating risks with insurance.
Anyone watching the markets closely at the beginning of this year saw that certain stock prices soared overnight, and it usually wasn’t because these businesses had suddenly revamped their strategies and business models.
Parents and grandparents of high school students have a wistful feeling about the child they’ve watched grow up, as well as concerns for what lies ahead.
After weeks of grandstanding, posturing, and wrangling, it looks like a bipartisan infrastructure deal that both parties can live with is in the works.
Have you filled out your child or grandchild’s Free Application for Federal Student Aid (FAFSA) yet? The deadline Is approaching.
While paying online has become easier and more accessible over the years, the COVID-19 pandemic took virtual spending to an entirely new level. As more and more people are embracing this type of spending, the payment options are growing.
As a full-service wealth management firm, we provide services for our clients beyond financial planning and investment management. Often times we will assist clients with their banking needs, including loans and lines of credit.
If you are one of the 22 million investors with a retirement plan at Fidelity, you may have access to an option within your plan that could dramatically improve the success of your 401k. Fidelity’s BrokerageLink® option is a self-directed brokerage account within the 401k or 403b plan. In this article, you’ll learn what the BrokerageLink® option is and when it may make sense to take advantage of it.
The financial press has generated excitement and controversy over the increase in SPACs (Special Purpose Acquisition Company).

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