Midterm Elections—What Do They Mean for Markets?
It’s almost Election Day in the US once again. For those who need a brief civics refresher, every two years the full US House of Representatives and one-third of the Senate are up for reelection. While the outcomes of the elections are uncertain, one thing we can...
read moreSIM’s Quarterly Market Review for Q3 2018 is Now Available
This report features: World Capital Market Performance Global Overview Returns of Stock and Bond Assets in the US and International Markets Global Diversification Much More. Click to view the Q3 2018 Quarterly Market Review Advisory Services provided by Synergy...
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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
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....
read moreSIM’s Quarterly Market Review for Q1 2018 is Now Available
This report features: World Capital Market Performance Global Overview Returns of Stock and Bond Assets in the US and International Markets Global Diversification Much More. Click to view the Q1 2018 Quarterly Market Review Advisory Services provided by Synergy...
read more2018 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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Bitcoin & Cryptocurrency – Things You’d Like to Know
Now that the dust has settled on the New Year, it's always interesting to see topics that stood out in the headlines from the previous year. Donald Trump, the Russia Probe, The Las Vegas Shooting, Hurricane Irma, Harvey, and Maria, the solar eclipse, and North Korea...
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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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Year-End Tax Planning Tips In Light of Recent Reform
Tax laws will be undergoing some significant changes with the recent tax legislation reform. Here are five items to consider doing before end-of-year: DEFER INCOME With individual marginal tax rates dropping at the beginning of the year, consider deferring end-of-year...
read moreFinancial 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...
read moreSIM’S QUARTERLY MARKET REVIEW FOR Q3 2017 IS NOW AVAILABLE
This report features: World Capital Market Performance Global Overview Returns of Stock and Bond Assets in the US and International Markets Global Diversification Much More Click to view the 2017 Quarterly Market...
read moreSIM 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...
read moreSIM Issue Briefs: Quit Monkeying Around!
In the world of investment management there is an oft-discussed idea that blindfolded monkeys throwing darts at pages of stock listings can select portfolios that will do just as well, if not better, than both the market and the average portfolio constructed by...
read moreWhy We Don’t Play the Chasing Game
Whether its politics, world news, sports, or entertainment, the media and its prevailing headlines are typically driven by trends. How will Obamacare reform turn out? What's the latest on the Trump-Russia probe? How will the Lebron James - Kyrie Irving saga turnout...
read moreSynergy’s Quarterly Market Review For Q2 2017 Is Now Available
This report features: World Capital Market Performance Global Overview Returns of Stock and Bond Assets in the US and International Markets Global Diversification Much More. Click to view the 2017 Quarterly Market...
read moreSIM Issue Briefs: The Uncertainty Paradox
“The market hates uncertainty” has been a common enough saying in recent years, but how logical is it? There are many different aspects to uncertainty, some that can be measured and some that cannot. Uncertainty is an unchangeable condition of existence. As...
read moreA Track Record of Performance
As you know, Dimensional funds is one of the primary tools we use in the development of our evidence-based, globally diverse portfolios. From time-to-time, clients reference Morningstar and their rating system as it relates to Dimensional funds. There is an inherent...
read moreSIM Issue Briefs: School Is In Session
With the school year nearing its end, and summer break on the horizon, many are likely thinking about how best to prepare for their children’s and/or grandchildren’s college expenses now that they are one year closer to college life. Now is a good time to sharpen...
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