Synergy Blog





The 7 Roles of a SWP Investment Adviser

Often, I am asked the question “what does your firm do?” I reply by telling them we wear many hats for our clients. These hats include being: An Independent Voice The global financial turmoil of recent years demonstrated the value of an independent and... read more

Our Higher Purpose

Recently, Cleves Delp was fortunate enough to spend some time with David Booth, Founder, Chairman and Co-CEO of Dimensional Fund Advisors. The Booth School of Business at the University of Chicago, the bastion of investment and economic thought in our country, is... read more

Pursuing A Better Investment Experience

Here are 10 dimensions we believe any investor should adhere to when Pursuing a Better Investment Experience: 1. EMBRACE MARKET PRICING The market is an effective, information-processing machine. Millions of participants buy and sell securities in the world markets... read more

You Would Have Never Believed It

  At Synergy Investment Management, we refrain from making predictions and prognostications about the future. Here is a reminder of some of the largest events from the past 100 years for those who still claim to be able to predict what’s around the corner.... read more

Evidenced-Based Bracketology

With the NCAA tournament play-in games set to tip-off tonight, chances are many of you are like millions of other Americans filling out your NCAA bracket today. Long gone are the days of holding out hope for completing a perfect bracket. According to USA Today Sports,... read more

Trust the Current, Not the Wind

Recently, a colleague of mine was discussing his dream of one day sailing around the Caribbean once he retires. As he simplified for me what I thought would be a very difficult task in navigating the high seas, it dawned on me how science has played an important role... read more

Stay Global, My Friends

In light of the S&P’s recent performance, below please find a link to a good, short article I strongly encourage you to review. “Stay Global, My Friends,” written by Yahoo Finance contributor Michael Batnick, Director of Research at Ritholtz... read more

We Told You So, But It Really Doesn’t Matter

Almost six months ago to the day, you received the following email communication aimed at tempering enthusiasm and ultimately reinforcing that an inevitable downturn in the market will happen. In light of recent market volatility, we believe this email is worth... read more

Avoiding “The Big Mistake”

We’ve all heard the term “love makes us do crazy things.” Why is this? Probably because love is fueled by emotion, so really the term should be “emotion makes us do crazy things” shouldn’t it? Let’s analyze this statement a... read more

A Web Security Reminder

Protecting personal information is becoming increasingly more challenging in our web-enabled world. “Phishing” scams, hackers acquiring personal information, and a variety of other illicit activities are on the rise. With that in mind, we thought... read more

A Good Time to Reminisce

This past April, you received the communication below with the subject line titled “Managing Expectations.”  The message indicated that during times of economic prosperity, we must venture outside of our comfort zone and think about the uncertainty of the... read more

Archives