Synergy Blog





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

The Formula For Our Long-Term Strategy

In 2015, we have spent much of our time discussing the emotional side of the investment process. Today, we would like to change our focus to the science behind our investment philosophy. The evolution of The Five-Factor Model is the basis of our evidence-based... read more

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

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