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What would you like to know? Whether it’s ideas from the industry or emerging trends, you can read about it here. Keep checking in for the latest news. We’re glad to have you reading along. 

Thursday, May 16, 2024

The 2024 Employee Benefit Research Institute (EBRI) Retirement Confidence Survey was recently released, and it provides an illuminating look at the current state of retirement preparations and mindsets across the country. While the...

Friday, May 10, 2024

Stocks notched a solid gain last week, rallying behind upbeat earnings, a dovish Fed, and mixed economic data. Stocks Pop, Drop, Then Rally Markets began the week with an upward bump as positive news from some mega-cap tech companies...

Monday, May 6, 2024

Recently there was an article in which a financial columnist for a major publication was the victim of an elaborate and expensive scam. The con transpired over several hours, but it began with a phone call from a "trusted" retailer's...

Wednesday, February 21, 2024

Stocks fell last week as investors reacted to disappointing inflation updates and other economic reports that fell short of estimates. Stocks Snap Winning Streak Markets were quiet Monday but opened lower Tuesday in response to the...

Wednesday, January 31, 2024

Stocks continued their upward climb last week as excitement around big tech continued; positive economic reports stoked investors’ belief that the Federal Reserve has pulled off a soft landing. Stocks Power Ahead Big tech was...

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Wednesday, January 10, 2024

Stocks retreated in the first trading week of 2024, struggling a bit after a celebratory end to last year as investors second-guessed Fed signals and fretted over lingering inflation concerns. New Year Blues Stocks got off to a rough...

Friday, December 1, 2023

The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. While these taxes are not due for some time, it may benefit you to start...

Wednesday, November 15, 2023

Investors know that the stock market moves in cycles, but few are comfortable when the cycle takes stock prices lower. And since late August, the cycle has been decidedly lower. If you’re looking for reasons to worry, you...

Wednesday, November 15, 2023

A powerful Friday rally left stocks higher last week, extending the market’s early November gains. The Dow Jones Industrial Average rose 0.65%, while the Standard & Poor’s 500 advanced 1.31%. The Nasdaq Composite index...

Thursday, October 19, 2023

How long has it been since you’ve reviewed your Medicare policy? With open enrollment beginning soon, there are a few questions you may want to ask before you renew, add, drop, or switch coverage. Have you changed or added...

Wednesday, October 4, 2023

Rising bond yields and government shutdown fears left stocks in mostly negative territory for the week. The Dow Jones Industrial Average lost 1.34%, while the Standard & Poor’s 500 slipped 0.74%. The Nasdaq Composite index was...

Wednesday, September 6, 2023

It’s football season. School is back in session, the days are getting shorter, and the weather is starting to turn. If you sit down to watch your alma mater play, your “to-do” list may grow. Your car may only have...

Wednesday, August 30, 2023

Stocks fluctuated last week, jostled by fitful bond yields and headline news, before ending strongly following Fed Chair Powell’s comments on the monetary outlook. The Dow Jones Industrial Average slipped 0.45%, while the...

Friday, August 18, 2023

As the summer draws to a close and students prepare to head back to college, families with 529 plans should take the time to review and understand the eligible expenses that can be covered by these valuable education savings accounts....

Monday, August 7, 2023

Stocks retreated last week as bond yields increased following the Treasury's announcement indicating “a larger-than-expected funding need” and a downgrade in the federal government’s debt rating. The Dow Jones...

Tuesday, July 25, 2023

Now that summer is in full swing, it's the perfect time to take a trip. But sometimes, even your best-laid plans go a little off-kilter.Here are a few of the most common travel issues and how to make sure that no matter what happens,...

Tuesday, July 18, 2023

Will PowerOnly one-third of adults have an estate strategy document such as a will in place, which may not be entirely surprising. No one wants to be reminded of their own mortality or spend too much time thinking...

Tuesday, July 11, 2023

A glimpse of what has been happening here at Synthesis.

Monday, July 10, 2023

Independence Day serves as an occasion to reflect upon the principles and values that define the United States of America.This is a time to honor our founders' vision, courage, and sacrifices, through which they secured the cherished...

Tuesday, June 27, 2023

Our very own Alex Panas CFP®, AIF® was able to sit down with Mark Schoenback to give some helpful insight on maximizing growth and efficiency with EOS. The Entrepreneurial Operating System (EOS) is a set of simple...

Monday, June 5, 2023

See how Synthesis Planning enjoyed a nice Sunday afternoon. Synthesis Wealth Planning is proud to participate in local events and looks forward to taking part in more community events.

Monday, June 5, 2023

We're excited to announce that Kim S. Luthy, CFP®, CDFA®, and Director of Wealth Planning at Synthesis Wealth Planning has recently received the Leaders in Finance Award for 2023. Kim was one of 10 recipients in New Jersey to...

Tuesday, May 30, 2023

What is a bull market, and more importantly, who determines if we are in one?Technically speaking, a bull market is defined as a 20% gain in a stock market index, such as the Standard & Poor's 500, from a closing low.So are we in one?...

Tuesday, May 30, 2023

Markets moved in sync last week with perceived movement in debt ceiling talks, weakening early in the week and then surging on news of progress. A solid quarterly report and guidance from a mega-cap technology company helped with...

Monday, May 29, 2023

Would it surprise you to hear that investors have moved past worrying about inflation? They have, at least for now.Wall Street has shifted its attention to Washington’s budget negotiations and how the debt ceiling will be...

Thursday, May 18, 2023

Don't hold a surprise birthday party for Jerome Powell. He would hate it. And if you plan on visiting the Fed Chair, call first. He doesn't like surprises.Powell delivered on his March promise at the most recent Fed meeting by...

Thursday, May 18, 2023

Summer’s here, and the time is right for fun in the sun (or shade). Like many of us, you’re probably looking forward to an extended getaway or family trip. But summer also means planning for hot weather, which can come with...