Synergy Blog





A Track Record of Performance

As you know, Dimensional funds is one of the primary tools we use in the development of our evidence-based, globally diverse portfolios. From time-to-time, clients reference Morningstar and their rating system as it relates to Dimensional funds. There is an inherent... read more

SIM Issue Briefs: School Is In Session

With the school year nearing its end, and summer break on the horizon, many are likely thinking about how best to prepare for their children’s and/or grandchildren’s college expenses now that they are one year closer to college life. Now is a good time to sharpen... read more

What Makes You Happy?

Attached is a 75 year study by Harvard University on leading a fulfilling life. Keep in mind, this study was done by generations of researchers. Although no one would be surprised that money, homes, cars, vacations and stuff in general aren’t the secret to... read more

Prediction Season

The close of each calendar year brings with it the holidays as well as a chance to look forward to the year ahead. As you might have already experienced, investors are likely to be bombarded with predictions about what the future, and specifically the next year, may... read more

Presidential Elections and the Stock Market

Should we behave differently with our investment portfolio in light of the upcoming presidential election? Equity markets can help investors grow their assets, but investing is a long-term endeavor. Trying to make investment decisions based upon the outcome of... read more

How Would You Have Done?

As you have heard on many occasions, we don’t pretend to know good stocks from bad stocks. We don’t pretend to know when the market is going up or when it is going down. We refrain from making predictions and prognostications and we do not believe emotions... read more

Britain and the European Union

When you woke up this morning, chances are you didn’t make it long in flipping through the television, or listening to the radio before learning that Britain has voted to leave the European Union. “Brexit,” as it is commonly being referred to as, is... read more

The Art of the Free Throw

With March Madness now wrapped up, this year’s tournament saw no shortage of upsets. In listening to commentators breakdown these upsets, one couldn’t help but notice how many highlighted poor free throw shooting, especially in the games’ closing... read more

6 Things to Remember During Volatile Markets

The following are the types of things we have been discussing during client meetings and we wanted to share them with you. Here are six things for you to remember during periods of market volatility. We must remember… VOLATILITY IS NORMAL This is what markets... read more

Overreacting Can Hurt Performance

In light of recent market events, its worth revisiting Part 3 of our “Living with Volatility, Again” email series below highlighting the importance of conviction over emotion. We have since updated this slide to include performance of the S&P Index... read more

A Quick Market Review for 2015

A quick market review for 2015: Of the 30 asset classes that comprise our globally diverse portfolios, 11 were up and 19 were down for the year (see 2015 asset class fund returns below). Click to view 2015 returns. The Dow Jones was down for the first time since 2008... read more

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