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09/13/2019
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NAMWOLF ANNUAL MEETING AND LAW FIRM EXPO 2019- THE AMAZING RACE!

To kick off the 2019 Annual Meeting and Law Firm Expo being held in Los Angeles, Synergy Capital Solutions will be sponsoring The Amazing Race, a city-wide scavenger hunt, on Sunday, September 22 nd . Participants will be assigned a team and given a list of tasks to complete throughout the city. This lively, interactive, […]

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09/13/2019
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MARKET AND ECONOMIES 2019 THIRD QUARTER REVIEW AND OUTLOOK

Outlook In July 2019 the U.S. economy entered its 11th year of expansion. Though a strong US consumer continues to prop up this expansion, trade uncertainty and an inverted yield curve have headlines calling for an end. The United States led global recessions in 1975, 1982, 1991, and 2009. We do not believe 2019 to be […]

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09/13/2019
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U.S. – CHINA TRADE WAR: CONTINUED NEGOTIATIONS, ESCALATION OR NEW DEAL

So much for “Trade wars are good, and easy to win.” Trade talks between the U.S. and China are erratic and, so far, unproductive. Larry Kudlow may have revealed the tenor of the negotiations by saying, “The U.S. may never reach a trade deal with China.” His observation suggests that open-ended negotiations may last a […]

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09/01/2019
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THE VALUE OF MULTIGENERATIONAL FAMILY MEETINGS

If you’ve amassed sizable wealth, or are on the right path and getting there, it may be time to consider how to pass on some of that money to children and grandchildren—without creating big problems that could harm their futures and destroy family harmony. The fact is, family wealth—how it’s managed, transferred and used—can generate […]

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08/01/2019
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THE IMPORTANCE OF PERSONAL UMBRELLA POLICIES

What would happen if you or your child caused a car accident that resulted in serious injuries or the deaths of others? How would you pay for the treatment and damages of someone who was hurt in your home and claimed negligence? What happens when they claim to have suffered greatly because of the injury? […]

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07/01/2019
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A COMMON SENSE GUIDE TO HEART HEALTH

It’s been said that a man with health has a thousand dreams, while a man with no health has but one. Don’t you owe it to yourself, your family, your career and your community to have not only a thousand dreams, but also the energy and engagement to make them happen? Few would argue that, […]

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06/01/2019
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INSIGHTFUL QUESTIONS THAT CAN RAMP UP YOUR SUCCESS

Want to see some amazing results in your life? Ask questions and then listen well. We have discovered that a disproportionate number of the most successful people consistently and systematically use an approach known as insightful questioning to build rapport with other people in ways that generate much better outcomes. Here’s how they engage in […]

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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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05/01/2019
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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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04/01/2019
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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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