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05/09/2019
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MARKET AND ECONOMIES 2019 SECOND QUARTER REVIEW AND OUTLOOK

Entering 2019 we expected both global growth and corporate profit growth to slow moderately in 2019, but we did not forecast a recession. Uncertainty around monetary policy, interest rates, trade, and inflation highlighted the need for diversification in portfolios, but we believed equity markets to be undervalued and positive fundamentals to be overlooked. Equity markets […]

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04/27/2019
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SMART WAYS TO TAKE CONTROL OF A TRUST

Many successful families use trusts to minimize taxes, transfer wealth and protect assets from creditors and others. You may have already set up a trust, or you may hold an inheritance you received in a trust that was created decades ago. Trouble is, too many families relinquish more control over their trusts than they need […]

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03/29/2019
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IT’S TIME TO GET SERIOUS ABOUT YOUR HAPPINESS

There’s a great quote by Jean-Paul Sartre: “We are our choices.” When it comes to our happiness and our overall success in life, that’s truer than you might have realized. Taking time to examine the choices you make in your life and work each day and over the long term to make sure they are […]

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03/25/2019
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SAVVY NEGOTIATING: TO GET THE MOON, ASK FOR THE STARS

One key way to build serious wealth—whether in a business or your everyday life—is to effectively and consistently negotiate deals that are good for you and your bottom line. Ideally, everyone walks away from a negotiation feeling good about the outcome—a win-win scenario. But ultimately, to be successful you must achieve your minimum goals and […]

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03/13/2019
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WHAT TO DO WHEN YOUR DOCTOR HAS BAD NEWS

It’s what no one ever wants to hear: “The test results have come back positive.” And yet it’s quite likely that you, a loved one or both will one day be given a serious health diagnosis that throws your world into uncertainty, confusion and fear. That means you have two choices: 1. Wish and hope […]

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02/14/2019
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QUALIFIED OPPORTUNITY FUNDS: THE LATEST WAY TO DO WELL BY DOING GOOD

A new type of impact investment, Qualified Opportunity Funds, can help you build wealth, reduce capital gains tax, and improve communities. Impact investing—using wealth to create positive change in the world while also benefiting financially—has become increasingly popular, as the idea of “doing well by doing good” has gained traction among many investors. Now there’s […]

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02/14/2019
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MARKETS AND ECONOMIES 2018 REVIEW & 2019 OUTLOOK

What can you expect in 2019? 2018 was a year of growth. We predict we’ll continue to see expansion in 2019. The United States economy is now in its tenth year of expansion. Although we do believe we are in the later stages of the business cycle, we have not seen signs suggesting this expansion […]

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12/21/2018
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2018 YEAR-END MARKET INSIGHTS

Macro uncertainty – whether it is future Fed policy, trade negotiations, Brexit and the ever-present US political drama, is high and expected to be high for the foreseeable future. Long-time investors know markets hate uncertainty but with policy and trade agreements continuing to be “works in progress”, we expect higher volatility over the coming months. […]

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10/03/2018
WHY STOCKS? WHY NOW?

The current U.S. equity market recently became the longest bull market on record (over 3500 days and running). The S&P 500 is at near all-time highs. It is impossible to predict when the bull market will peak, but for your Synergy team it’s important to maintain equity exposure. For the past hundred years, every given […]

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08/24/2018
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FROM THE MINOR TO THE MAJOR LEAGUES

The human brain is an amazing tool that allows us to think and accomplish goals no matter how big or small. However, it can be one our biggest detriments at the same time. For example, many try to learn the basics and be self-sufficient when they think of our finances. Would they try to be […]

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