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Happy Easter
In observance of Easter and Good Friday, Synergy will be closed on Friday, April 15th. We will reopen at 8:30 a.m. on Monday, April 18th. We hope you and your families are safe and well on this Holiday weekend!
17 Things You Need to Know About the New Stimulus Package
The goal of this bill is to continue to offer assistance to businesses struggling during the COVID-19 pandemic, provide extra unemployment benefits to those unable to find work, and to stimulate an economy that has persevered through much volatility over the past 10 months.
Here are 17 takeaways from the new legislation that you should know:
A review of Q3 2020, Presented by William Joseph Capital Management, LLC
In this Q3 recap:stocks post further 2020 gains as the economy bounces back and the Federal Reserve announces a shift in its approach to inflation. Quarterly Economic Update A review of Q3 2020, Presented by William Joseph Capital Management, LLC THE QUARTER IN BRIEFThe summer brought an economic rebound and a continuation of the stock market rally that […]
Election Special Bulletin #1: Tax Plan Proposals
Full Article Provided By City National RochdaleKey PointsDemocratic presidential nominee Biden has taken the position that major provisions of the TCJA favor more affluent taxpayers and has offered a tax plan to address that perceived imbalance.President Trump believes that the TCJA temporary tax cuts were necessary to fuel economic growth and should be made permanent.Please […]
“Social Security’s Funding Crisis Has Arrived”
In order to provide crystal clear clarity to the “what-if” situations that roll through our mind, we use the combination of the math of reasonable assumptions coupled with the science of sociological normality and behavior. Big words for we let the numbers determine what we should focus on… When it comes to retirement planning Social Security […]
Resources to Help You Through the Coronavirus Crisis
Free information about Economic Impact Payments and helpful tips to avoid scammers
The Coronavirus Correction
In late February, concern that efforts to contain Coronavirus Disease 2019 (a.k.a. COVID-19) might result in slower global economic growth disrupted global markets. Share prices fell as economists and financial analysts revised growth expectations, and investors worried about the possibility of recession.1, 2Efforts to contain the virus have included quarantines, factory and school closings, and […]
The SECURE Act Changed Retirement, Estate, and College Plans
The SECURE Act included dozens of other provisions. Some went into effect immediately with the passage of the bill, and others were retroactive to the start of 2019. Many of these provisions will affect retirement, estate, and college savings plans.