Industry Insights

How The Federal Reserve Raises Interest Rates: What Tools Does the Central Bank Have at It’s Exposure?

July 5th, 2024

Over the last few years, the dominant global economic theme that we have come to be all-too familiar with has been the rampant inflation that has gripped countries around […]

“Interest Rates Are Set to Decline in 2024: What Types of Bonds Should I Underweight in My Portfolio?”

October 4th, 2023

Over the last year-and-a-half, we’ve been witnessing the highest rates of inflation both globally and domestically seen since the early 1980s. While it’s debatable as to whether this rampant […]

Should I Roll My Old 401(k) To An IRA? Pros and Cons

April 3rd, 2023

So you’ve completed your 2-week notice, cleared out your desk and bid farewell to your work colleagues……you’re changing jobs to a new firm and excited for the next chapter […]

“How Does High Inflation Affect My Various Investment Portfolio Components?”

June 25th, 2022

As we approach the middle of 2022, we’re continuing to see a major economic theme play out in economies all around the globe: hefty inflation figures, not seen in […]

“Inverse ETFs and Las Vegas: The Longer You Play, The More You Lose”

September 4th, 2021

Earlier this week I had a discussion with a colleague who, like many, is fearing a significant drop in the stock market and conversely, his retirement account. His […]

“Junk Bonds are Flying High: Is Now The Right Time to Take a Position?”

July 21st, 2021

So we are halfway through 2021 and two investment themes are continuing to play out in the financial markets: bond yields remain historically low and global equity markets are […]

Banks: A Good Area to Add to Your Portfolio in 2021

December 27th, 2020

Banks: A Good Area to Add to Your Portfolio in 2021 2020 is almost behind us! What a year it’s been in the equity markets. After the tumultuous stock […]

“Is Now the Time for a Roth IRA Conversion?”

April 22nd, 2020

Is Now The Time for a Roth IRA Conversion? With the recent implosion in domestic and international stock markets due to fears on what havoc the coronavirus […]

Synergy Capital 2019 Return to Investors

February 20th, 2020

Letter to Investors 2019 Synergy Capital Management, LLC 2019 Return: 16.04% 2019 turned out to be nothing less than a banner year for investors at Synergy Capital […]

“Argentina’s Economic Crisis: How Foreign Debt Can Engulf a Nation”

May 11th, 2019

Along with Turkey and fellow South American country Venezuela, the economy of Argentina has been on the front page of the news over the last year for all the […]

Difficult Times In Turkey: What is Behind the Currency and Stock Market Collapse?

August 3rd, 2018

What is going on with the economy in Turkey? After being one of the world’s economic darlings coming out of the Great Recession, Turkey has fallen on hard times. Sky-high […]

“2017 Letter to Investors”

March 24th, 2018

2017 Letter To Investors After a satisfactory year generating results to investors in 2016, 2017 turned out to be quite the blockbuster in terms of returns. For the second […]

“What Role Does ‘Cash’ Play in an Investment Portfolio? How Much Cash Should You Be Holding Given Today’s Economic Environment?”

November 18th, 2017

When it comes to a properly diversified, long-term investment portfolio, what portion of your account should be held in plain old cash? In this article, we will refer to […]

What Are “Frontier” Markets and Should They Be Part of Your Investment Portfolio?

May 4th, 2017

Over the past 10 years a well-diversified investment portfolio has seen substantial increases in allocations to what are referred to as “emerging” markets. These allocations have mainly been to stock […]

“What Areas of the Stock Market Can We Expect to Do Well Under a Donald Trump Presidency?”

December 24th, 2016

After a long and drawn-out presidential election, US and global stock markets face the realities of Donald J. Trump as the leader of the free world. Closely tuned in […]

“Receiving Social Security Benefits in Retirement: Will My Benefits Be Taxed?”

September 25th, 2016

Think that upon retirement and getting that first Social Security check in the mail you’re in the clear as far as the IRS is concerned? Hold on just a minute. […]

“How Does The Brexit Vote Affect The Economy and My Investment Portfolio?”

July 10th, 2016

Now that the UK has surprisingly voted to leave the European Union in the so-called ‘Brexit’, what’s next for economies around the globe and the portfolios of individual investors? Even […]

Is the 60/40 Rule for Bonds and Stock Market Investing Dead?

April 24th, 2016

Is the 60/40 rule dead? Before we begin this discussion, what exactly is the 60/40 rule for bonds and stock market investing? Simply put, an investor with a moderate risk […]

“Every 25-Year Old In America Needs to See This Chart Right Now”

March 17th, 2016

The magic of starting to save for retirement early and compounding returns! An excellent article from Business Insider entitled, “Every 25-Year Old in America Needs to See This Chart Right […]

“How Married Couples Can Max Out Their Retirement Accounts”

February 4th, 2016

With 401k plans, individuals are able to defer up to $18,000 per year ($36,000 per couple) in 2016. If you are 50 or older, you are able to contribute another $6,000 per year ($12,000 per couple). It’s always a great idea to make deposits to maximize both company matches for optimal benefit and look closely at fund fees to keep plan charges low.