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Welcome to the Synergy Financial Advisors blog! As a team of financial advisors, we’re dedicated to keeping our clients informed about the latest economic and market updates. In this blog, you’ll find a collection of the updates we send to our clients, as well as some fun non-financial updates from time to time. Our goal is to provide easy access to the information that’s on our minds and to document our thoughts for future reference. We hope you find our blog informative and engaging!

Wednesday, April 24, 2024

Securities America rebrands to Osaic. Market updates include Fed & inflation trends, geopolitical tensions, election impacts, and AI growth drivers.

Thursday, December 14, 2023

Federal Reserve holds interest rates steady, signaling an end to tightening. Market responds positively, benefiting both equity and fixed income investments.

Tuesday, October 17, 2023

A letter to clients addressing the impact of geopolitical events and the Fed’s interest rate decision on our investment strategy, with a focus on cautious optimism.

Thursday, September 14, 2023

This blog discusses the positive outlook for the U.S. economy, highlighting economic expansion, business optimism, GDP growth, and a strong dollar. It also addresses potential challenges and investment opportunities.

Monday, July 31, 2023

The Federal Reserve raised its key interest rate by 0.25% on Wednesday, 7/26/2023, bringing it to a range of 5.25%-5.5%. This is the highest level for the benchmark rate since early 2001, and the 11th hike since the Fed started...

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Wednesday, May 31, 2023

The US debt ceiling was reached on Jan 19, 2023. If not raised, the government will run out of money between Jul-Sep 2023. A default could lead to a recession. A deal to raise the debt ceiling for two years is close but not done yet.

Wednesday, March 15, 2023

Events over the past few days have some investors nervous. But, of course, bank runs tend to do that.  They are, after all, built on fear of fear itself. So, news of the rapid demise of Silicon Valley Bank (SVB) and Signature Bank...

Sunday, May 22, 2022

Despite current challenges such as high inflation and rising interest rates, our strategies have performed well. We remain optimistic and continue to monitor our clients’ plans.

Tuesday, March 16, 2021

On occasion I come across an article or commentary that I find relevant and well-written and choose to share with you, our clients. Recently I came across such a post written by Dr. David Kelley, Chief Global Strategist for JP Morgan...