SIM’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...
read moreBitcoin & 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...
read moreThe 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....
read moreYear-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 other...
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...
read moreSynergy’s Quarterly Market Review For Q1 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 moreWhat Makes You Happy?
Attached is a 75 year study by Harvard University on leading a fulfilling life. Keep in mind, this study was done by generations of researchers. Although no one would be surprised that money, homes, cars, vacations and stuff in general aren't the secret to happiness,...
read morePrediction Season
The close of each calendar year brings with it the holidays as well as a chance to look forward to the year ahead. As you might have already experienced, investors are likely to be bombarded with predictions about what the future, and specifically the next year, may...
read moreThe Top 5 Easiest Ways to Protect Your Data, Your Money, and Your Family
As you know, at Synergy Investment Management we take your security very seriously and are continuously committed to helping you fight the ever-growing problem of cyber fraud and other dangers. Here are five simple ways you can protect your data, your money, and most...
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