Blog

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...

529 Withdrawal Reminder

Daniel C. Singer, CFP®, ADPA®

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....

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...

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,...

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...

A glimpse of what has been happening here at Synthesis.

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...

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...

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.

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...

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?...

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...

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...

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...

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...