College Planning: Key Financial Considerations

The investment in higher education represents not only substantial costs but also a complex decision about future career prospects, quality of life, and financial independence.

A Weakening Dollar: Should You Worry?

The dollar has weakened in recent months amid trade and economic uncertainty, declining against a basket of major currencies to its lowest level in three years.

Debt, Deficits, and the Moody’s Downgrade

Moody's recent downgrade of the U.S. credit rating marks an official end to the country’s top-tier debt status.

What the GDP Receipt Doesn’t Show

Explore what the GDP receipt does not show about the economy. Understand the nuances behind the latest GDP report.

Bond Volatility and the Battle Over Fed Policy

For bond investors, especially those who rely on their portfolios for income, the current environment may present both challenges and opportunities for their financial plans.

Quarterly Webinar: Q2 2025 Market and Economic Themes

Please join our Chief Investment Officer, Mike Minter, for our quarterly webinar where we discuss ten relevant market and economic themes heading into the 2nd quarter of 2025.

5 Important Tax Considerations for Your Financial Planning

Albert Einstein reportedly once told his accountant, "the hardest thing in the world to understand is income taxes."

Consumer Pessimism and Economic Risk

Consumers are the backbone of the U.S. economy, with consumer spending making up more than two-thirds of annual GDP.

Chart of the Month | Understanding the Current Market Selloff

Stocks started 2025 trading higher but have since pulled back significantly - several factors are contributing to the current market selloff.

Are Recession Fears and Market Sell-Off Overblown?

While recessions are a normal function of an economic cycle, they are infrequent, and market sell-offs rarely lead to prolonged downturns.

Major Update on the Social Security Fairness Act: What You Need to Know [Video]

This new development is a welcome surprise, as the agency has decided to fast-track benefit payments much sooner than originally expected.

Chart of the Month | 2025 Rate Cut Outlook: What’s Keeping the Fed on Hold?

In recent years, the Federal Reserve carried out one of the fastest rate-hiking campaigns in history to bring inflation down from a multi-decade high.

Bonds Can Present Opportunities in This Market

Even after one of the toughest stretches in bond market history, there are still solid opportunities to be found in fixed income.

The Social Security Fairness Act: Major Changes Explained [Video]

The Social Security Fairness Act has officially been signed into law, marking one of the biggest changes to Social Security in over 40 years.

Chart of the Month | Understanding How Valuations Impact Portfolio Returns

The S&P 500 has rallied +50% since the start of 2023 and more than +150% from the COVID pandemic low in March 2020.

The Blog

College Planning: Key Financial Considerations

Subscribe to Our Blog

Recent Articles

College Planning: Key Financial Considerations

A Weakening Dollar: Should You Worry?

Debt, Deficits, and the Moody’s Downgrade

What the GDP Receipt Doesn’t Show

Bond Volatility and the Battle Over Fed Policy

Quarterly Webinar: Q2 2025 Market and Economic Themes

5 Important Tax Considerations for Your Financial Planning

Consumer Pessimism and Economic Risk

Chart of the Month | Understanding the Current Market Selloff

Are Recession Fears and Market Sell-Off Overblown?

Major Update on the Social Security Fairness Act: What You Need to Know [Video]

Chart of the Month | 2025 Rate Cut Outlook: What’s Keeping the Fed on Hold?

Bonds Can Present Opportunities in This Market

The Social Security Fairness Act: Major Changes Explained [Video]

Chart of the Month | Understanding How Valuations Impact Portfolio Returns

Financial Synergies Wealth Advisors

Financial Synergies Wealth Advisors

Legal

Quick Links

Highlights

The Blog

Subscribe to Our Blog

Recent Articles

Financial Synergies Wealth Advisors

Financial Synergies Wealth Advisors

Legal

Quick Links

Highlights

Download Your Free Guide

Fill out the form below for instant access