Resources Designed to Help Empower YourRetirement Planning


Despite continued market and geopolitical volatility, there is still a good case that the U.S. equity markets make up ground in the second half of the year.

July 8, 2022

July 8, 2022 Q2 2022 continued to experience the effects of supply chain constraints, the tapering of Covid while ushering in peak inflation, course correction by the Federal Reserve’s Fed…

Source: Zacks Advisor Tools

Supplier Prices Remain at Record High Levels

May 19, 2022

May 19, 2022 On Thursday of this week, the U.S. Labor Department reported the Producer Price Index increased 11% in April from 1-year prior. The Producer Price Index is a…

Quarterly Review Q-1 2022

April 14, 2022

April 14, 2022 – Q1 2022 marks President Joe Biden’s first full year in office. Q1 2022 under the Biden Administration saw the economy continue to recover amidst a backdrop…

Strong March Jobs Report Send 2/10 Treasury Yields to Invert

April 4, 2022

April 4, 2022 – The strong March jobs report released by the Bureau of Labor Statistics on Friday, April 1st accelerated the 2-year treasury to 2.45% marking an inversion against…

Cryptocurrency Trends

March 29, 2022

March 29, 2022 Sound Planning Group CEO, David Stryzewski discussed cryptocurrency and bitcoin live on CoinDeck TV! Click below to watch the full interview. Financial Advisors to Remain Skeptical of…

Job Market Optimism

March 10, 2022

U.S Labor Department February Jobs Report – The U.S. Labor Department February jobs report on Friday, March 4, 2022, showed employers added 678,000 workers to their payrolls last month as adults joined the workforce at the highest rate in 7 months. The jobless rate fell from 4.0% to 3.8% in February, approaching 50-year lows of 3.5% (not seen since just before the pandemic).

Russia Invades Ukraine

February 24, 2022

February 22, 2022 Geopolitical Market Review – The markets continue to experience turbulence as Ukraine defends itself from Russia’s invasion. Heightened geopolitical risks on top of the anticipated unwinding of…

Saudi Arabia, U.S. Frackers, and U.S. Margin Debt

February 23, 2022

February 22, 2022 The Unsuspecting Drivers of U.S. Inflation and Market Volatility As U.S consumers continue to feel the pinch of rising costs on everything from food, gasoline, apparel, home…

Risk vs. Inflation

January 14, 2022

January 14, 2022 Inflation – CPI All Items Hits Highest Annual Rate of Change Since June 1982 On Tuesday, January 11, 2022, at the Federal Reserve Chairman Jerome Powell’s Senate…

Q4 Quarterly Commentary 2021

December 30, 2021

December 30, 2021 – As we near the end of the fourth quarter of 2021, it also marks the end of Biden’s first full year in office. The fourth quarter…

WA Cares Fund Premium Program Delayed

December 28, 2021

December 28, 2021 – Gov. Jay Inslee is Pressing Pause on the Washington Cares Fund Premium Program Gov. Jay Inslee, together with Senate Majority Leader Andy Billig and House Speaker…

Fed Pivot is Timely and Welcome

December 20, 2021

500 Sector Level Profit Margins – Not All Sectors are Created Equal On Wednesday, December 15, 2021, the Federal Reserve doubled down on the rate of the asset purchase taper.…

The Surprising Benefits of Inflation Hitting a 39-Year High

December 13, 2021

Friday December 10, 2021 As strong consumer demand and supply shortages continue to pressure prices on everything from food, energy, and automobiles, the U.S. Labor Department reported inflation for the…

Normalization of Earnings Growth will Dictate Style Performance in 2022

November 17, 2021

November 17, 2021 – S&P 500 EPS Growth Comparison for 2021, 2022 & 2023 As a follow-up to last week’s Deflating the Fears of Longer-Term Inflation talking points, we are…

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

November 4, 2021

October 20, 2021 – Federal Reserve in Focus Again this Week with the November FOMC Meeting The Federal Reserve Open Market Committee has just wrapped up their November meeting and…

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

October 21, 2021

October 21, 2021 –PepsiCo Member in Focus – Focus Dividend Portfolio PepsiCo, Inc. is one of the leading global food and beverage companies. Its complementary brands and businesses include Frito-Lay…

Inflation: Here Today, Gone Tomorrow?

September 30, 2021

September 30, 2021 Before buying into central bank assurances that inflation is transitory, we must remain vigilant of the fact that the largest risk facing the economy remains a policy…

Evergrande Property Developer Update

September 24, 2021

September 24, 2021 Evergrande property developer in China (3333-HK) is a situation that has been monitored since Citron Research originally wrote a research piece on the indebted property developer claiming…

Mega Cap Technology Stocks on the Rebound

July 26, 2021

July 26, 2021 During Q2, we maintained a positive outlook for the mega-cap tech names in our strategy, and our patience is now being rewarded as the rate of change on 10…

Q2 Market Commentary

June 23, 2021

June 23, 2021 The second quarter under the Biden administration saw the economy continue to recover as vaccination rates continue toward an aspirational rate of getting at least 1 dose…

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