Synergy Blog





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

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 other...

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SIM 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...

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Why 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...

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SIM 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...

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A 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...

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SIM 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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What 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,...

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Prediction 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...

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