Monthly Archives: January 2014

Market Insight Fourth Quarter January 2014

The resilient private sector buoyed the U.S. economy in 2013. The private sector performed well throughout the year, considering the drags from government spending cuts associated with the sequester and higher taxes associated with the fiscal cliff.

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New Video: LPL Financial Research

Check out the Newest Video: LPL Financial Research – Manager Q&A –  Loomis Sayles http://synergyfinancialgrp.com/resources/videos/

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Outlook 2014

A farming almanac is an annual publication containing a guide for the coming year and a forecast of the times and statistics of events and phenomena important to growing. Farmers’ almanacs have been a source of wisdom, rooted in the core values of independence and simple living, for American growers for over 200 years.  

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It’s Not Too Late for 2014 Tax Planning

As 2013 draws to a close, the last thing anyone wants to think about is taxes.  But if you are looking for potential ways to minimize your tax bill, there’s no better time for planning than before year-end.  And, with the higher rates put in place with the passage of the American Taxpayer Relief Act of 2012, being tax efficient is more important than ever.

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Estate Planning Checklist

Because you have worked hard to create a secure and comfortable lifestyle for your family and loved ones, you will want to ensure that you have a sound financial strategy that includes trust and estate planning.  

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