Blog
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.
Staying Upbeat in a Down Market
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...
Read MoreWeekly Market Insights: Stocks Rally Friday; Powell Cautious On Progress
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...
Read MoreMedicare's Open Enrollment
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...
Read MoreWeekly Market Insights: Bond Yields Rise; Government Shutdown Looms
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...
Read MoreDon't Turn Off The Football Game
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...
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Weekly Market Insights: Stocks Retreat; Powell Talk Goes Hawk
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...
Read More529 Withdrawal Reminder
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....
Read MoreWeekly Market Insights: Stocks Raise White Flag to Bad News
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...
Read MoreBudgeting for Surprises: Summer Travel Tips
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,...
Read MoreWill Power
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...
Read MoreSynthesis Wealth Planning Spring/Summer Newsletter 2023
A glimpse of what has been happening here at Synthesis.
Read MoreIndependence Day 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...
Read MoreAlex Panas on Maximizing Growth and Efficiency with EOS
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...
Read MoreSnapshot of SWP in the Community
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.
Read MoreLeaders in Finance Award Honoree
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...
Read MoreThe Most Unloved Bull Market in History?
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?...
Read MoreWeekly Market Insights: Debt Talks Optimism Keeps Eyes on D.C.
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...
Read MoreWall Street Focuses on Debt Ceiling
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...
Read MoreThe Fed Raises Rates. Again.
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...
Read MoreThe Heat is On
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...
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