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"As investors we may not be able to change the course of market events, but we can attempt to protect our capital against foreseeable risks."

Welcome to Synergy Capital Management

Thank you for joining us to learn more about Synergy Capital Management.  Knowledge is power, and our mission is to share our knowledge and empower individual investors in today’s market.

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Obama's First Hundred Days and U.S. Presidential Realities

April, 27, 2009
by George Friedman
www.stratfor.com 

U.S. presidential candidates run for office as if they would be free to act however they wish once elected. But upon election, they govern as they must. The freedom of the campaign trail contrasts sharply with the constraints of reality.

The test of a president is how effectively he bridges the gap between what he said he would do and what he finds he must do. Great presidents achieve this seamlessly, while mediocre presidents never recover from the transition. All presidents make the shift, including Obama, who spent his first hundred days on this task.

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Proudly Educating and Informing Our Community
On the Financial Markets

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The New Year's Resolution Paradox

As a new year begins, millions of us have renewed our souls with vitality, optimism, and those notorious goals referred to as "New Year's Resolutions". The question on everyone's mind is, "Will 2009 be a good year for the economy and stock market?" Although we are not in the business of predicting the future, we can look at present trends that can impact the year ahead. So let's look at a common New Year's resolution and how it could impact the economy and stock market.

Just like the holiday binge eater starts the new year with goals of diet and exercise, the American consumer is finally starting a fiscal diet following one of the greatest ever spending binges. As retailers have noted lately, the American consumer has started to cut back on spending. Some spending cuts can certainly be blamed on job losses and salary cuts. However, a modest trend is emerging... Americans are starting to save. From July 2008 to October 2008 the United States savings rate has climbed from 1% to 2.4% and is expected to level out at 5%. After years of negative savings rates, this trend is certainly good news and can be good for the economy in the long run. However, an increase in savings rate does not always bode well for the economy in the short run.

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TAX PLANNING MEMO

Charitable IRA Distributions

There is a small piece of good news in today's financial crisis. As part of the recent financial rescue package congress has renewed the charitable IRA distribution provision through 2009.

Charitable IRA distributions are back for 2008 and 2009. This philanthropic tax provision was first signed into law with the Pension Protection Act of 2006 and expired last year. However, Congress has temporarily reinstated the tax provision as part of the massive bail-out legislation signed into law on October 3, 2008 (H.R. 1424). The provision is retroactively extended through the end of 2009.

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Market Timing

Should I Sell My Underperforming Funds? ... The Dogs?

“In light of recent market conditions, is it a good time to cut my losses and sell the dogs of my portfolios?” This is a question that many investors are probably asking themselves today, and I would like to share our advice on selling underperforming funds.

First, I want to share our no-load fund “buy-and-hold” investment strategy with you. We believe a well diversified portfolio should be spread across several different asset classes. These asset classes should be non-correlated, tax efficient, and fundamentally sound. Specifically, we feel you should be invested in the following: large US growth stocks, large US value stocks, small US growth stocks, small US value stocks, large international growth stocks, large international value stocks, small international growth stocks, small international value stocks, emerging markets, and short term bonds. Since history, as well as study after study, has shown, you cannot accurately and reliably time the market. So we recommend you invest in every asset class simultaneously. Not only does this reduce your overall risk, but over many years your return will likely be higher.

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Wall Street Humor

Below you'll find a collection of Wall Street humor found on the net.  Check back for more; updated weekly.

Chart Jewelry 11/13/09
Buy your loved one a necklace that charts commodity prices. 

Silver and oil necklace, based on 30-year charts.

Jewelry

source: Welcome to Optimism



Gold vs Oil Necklace

Gold vs Oil Necklace

source: Welcome to Optimism


And the inspiration

Gold Price Chart

source: Welcome to Optimism

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Oklahoma City


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(405)-495-0100

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