SUCCESSION – Making a Plan

Here’s our weekly market update – follow Synergi to get regular market data and opinions. US markets closed the week on a high note with the S&P 500 up +1.4% and the NASDAQ up +1.3%. Materials was the best performing sector, followed by financials and communication services. The worst were healthcare, utilities and consumer discretionary,…

April was a tough month for markets, as they struggled to digest the toxic mix of still-rising inflation and lower growth, along with a helping of weak company results. Having bounced in March, equity markets fell back again as optimism for a relatively swift resolution to the Ukraine conflict dwindled. As of last week, the…

It has long been true that good, trustworthy and truly professional financial advisers are not easy to find. Synergi is very proud to be listed among the “excellent” advisers worldwide – Jonathan Martin DipPFS EFA, Synergi Switzerland. Read the full article at the link below. Industry cites ‘excellent’ list of international advisers amid Brite Advisors…

We ended last week with a slate of hawkish comments from central bankers – a reminder that they aren’t done tightening interest rates just yet and that market expectations for rate cuts later this year are probably much too soon, given the inflation outlook. From the ECB, Isabel Schnabel and Francois Villeroy de Galhau both…

All the latest market trends in a one-minute video. Contact us if you would like to discuss your financial goals and how to achieve them. Our team is always happy to give you a free initial consultation and assessment. Follow the link to see the video on our LinkedIn page: @Synergi Follow Synergi on Linked…