Resources Designed to Help Empower YourRetirement Planning


 

Normalization of Earnings Growth will Dictate Style Performance in 2022

November 17, 2021

Our process blends two schools of thought: One is what we call Focused Tactical Allocation (FTA) utilizing ETF’s, and the other is a focused individual stock strategy we call Focused Growth. The result is a dynamic, global, all cap, go anywhere portfolio built for all market conditions.

2022 Market Strategy: Deflating the Fears of Longer-Term Inflation

November 4, 2021

Our process blends two schools of thought: One is what we call Focused Tactical Allocation (FTA) utilizing ETF’s, and the other is a focused individual stock strategy we call Focused Growth. The result is a dynamic, global, all cap, go anywhere portfolio built for all market conditions.

Synergy Asset Management Focus Dividend Portfolio – Member in Focus PepsiCo Reports Q3, 2021 & Lifts its Outlook as Sales Rise

October 21, 2021

Our process blends two schools of thought: One is what we call Focused Tactical Allocation (FTA) utilizing ETF’s, and the other is a focused individual stock strategy we call Focused Growth. The result is a dynamic, global, all cap, go anywhere portfolio built for all market conditions.

Inflation: Here Today, Gone Tomorrow?

September 30, 2021

Our process blends two schools of thought: One is what we call Focused Tactical Allocation (FTA) utilizing ETF’s, and the other is a focused individual stock strategy we call Focused Growth. The result is a dynamic, global, all cap, go anywhere portfolio built for all market conditions.

Evergrande Property Developer Update

September 24, 2021

Our process blends two schools of thought: One is what we call Focused Tactical Allocation (FTA) utilizing ETF’s, and the other is a focused individual stock strategy we call Focused Growth. The result is a dynamic, global, all cap, go anywhere portfolio built for all market conditions.

Mega Cap Technology Stocks on the Rebound

July 26, 2021

Our process blends two schools of thought: One is what we call Focused Tactical Allocation (FTA) utilizing ETF’s, and the other is a focused individual stock strategy we call Focused Growth. The result is a dynamic, global, all cap, go anywhere portfolio built for all market conditions.

Q2 Market Commentary

June 23, 2021

Our process blends two schools of thought: One is what we call Focused Tactical Allocation (FTA) utilizing ETF’s, and the other is a focused individual stock strategy we call Focused Growth. The result is a dynamic, global, all cap, go anywhere portfolio built for all market conditions.

Rather Meet One-on-One?

Rather Meet One-on-One?

Schedule a meeting with a member of our team to create your financial strategy today.

Or give us a call at 425.821.9442.