Synergy Blog





Don’t Let Your Life Insurance Policy Lapse!

Don’t Let Your Life Insurance Policy Lapse!

We have many business owner clients who have purchased key person life insurance policies for their executive team over the years.  These policies protect the business and their key assets, their team.  However, many do not consider the full breadth of options later...

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Life Insurance Premium Relief

Most major life insurance companies are now offering premium relief to help clients who have been impacted by the effects of COVID-19. If you need this assistance, please find carrier contact information below.          AIG 800-888-2452 AXA...

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Is Your Life Insurance Being Monitored?

Is Your Life Insurance Being Monitored?

June 2020 A new client has several existing policies that have not been reviewed or monitored by the selling agent since they were purchased. She is a 70 year old business owner with a key employee policy, a policy that is part of a buy-sell agreement, and multiple...

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The Randomness of Global Equity Returns

 Investment opportunities exist all around the globe. Across more than 40 countries, there are over 15,000 publicly traded companies.1 If you listen to the news, however, some countries may seem like better places to invest than others based on how their economies and...

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The ABC’s of Education Investing

The ABC’s of Education Investing

With school back in session, many parents are likely thinking about how best to prepare for their children’s future college expenses. Now is a good time to sharpen one’s pencil for a few important lessons before heading back into the investing classroom to tackle the...

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Tuning Out The Noise

Tuning Out The Noise

For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Being bombarded with data and headlines presented as impactful to your financial well-being can evoke strong emotional responses from even the most experienced investors....

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2018 Tax Reference Sheet Now Available

Our 2018 tax reference sheet is now available. This quick guide offers information you'll need to know for the upcoming year. View Our 2018 Tax Reference Sheet Advisory Services provided by Synergy Investment Management, a dba of TFO-TDC, LLC.  Insurance Services...

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The Odds Don’t Change

The Odds Don’t Change

You have heard us say many times the past is not prologue, what happened yesterday is not a sound predictor of what's going to happen in the future. Fresh off the New Year, you've probably heard and seen numerous financial pundits provide  their 2018 market forecasts....

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Financial Repetitiveness

Financial pundits are more intent on big headlines rather than valuable advice. Ben Carlson of A Wealth of Common Sense walks you through some of the more popular predictions and prognostications which have flooded financial media headlines in recent years: For...

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SIM Issue Briefs: Lessons for the Next Crisis

It will soon be the 10-year anniversary of when, in early October 2007, the S&P 500 Index hit what was its highest point before losing more than half its value over the next year and a half during the global financial crisis. Over the coming weeks and months, as...

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