Synergy Capital Solutions

06/01/2026

Markets hit new highs in May, but the story goes deeper.

AI investment and geopolitical shifts are continuing to shape market performance in 2026. From tech’s outsized gains to rising interest rate expectations, this month’s update breaks down what’s driving momentum—and what could come next.

See the key trends, risks, and opportunities in our June Monthly Client Update.

https://hubs.li/Q04jyM040

05/28/2026

Eric is our Co-Chief Investment Officer and serves as an advisor to many of our clients.

His leadership and impact have earned national recognition. He has been recognized on the Forbes Best in State Wealth Advisors list (2025), named a Five Star Wealth Manager (2024–2026), and earned a spot on DBusiness Magazine’s 2026 30 in Their Thirties.

He has a master's degree in business administration from the University of Michigan, where he also earned a bachelor's degree in economics. Eric balances his professional drive with deep family roots. He lives in Ann Arbor with his wonderful wife, Ellen, their twin girls, and Remy, his first “child” (the four legged kind). Outside the office, Eric and his family enjoy traveling the world, Tuscany being one of his favorite destinations, and cheering on the Wolverines at University of Michigan games.

Fun Fact:
Eric is an avid runner. During COVID, he logged 600 miles in a single year and consistently runs five miles at a time, which comes in handy when chasing twins. He’s even run alongside bulls through the streets of Spain.

To see full award disclosures, visit our website
https://hubs.li/Q04hjjnG0

05/21/2026

Over time, financial lives naturally grow more complex, spanning accounts, institutions, and strategies. Bringing those pieces into view can help restore clarity and direction.

One optional resource we can now make available to you is a Financial Baseline. It’s a concise report built from IRS verified tax data that provides a current snapshot of how key elements of your financial picture are positioned today.

If you’re curious about running a high-level financial baseline report that can help us support you and your future planning goals, reach out today.

Read more in our 'Why Seeing Your Full Financial Picture Matters More Than Ever' blog post. Link below.

You can make thoughtful financial decisions for years and still never see your entire financial picture in one place. Accounts are opened at different institutions. Investment strategies change. Real estate, trusts, business interests, and retirement plans accumulate as life and opportunities unf...

05/14/2026

Are you confident your retirement savings will last as long as you do?

Retirement is getting more expensive and many retirees could be at risk of outliving their savings.

Rising costs, longer life expectancies, and healthcare expenses are reshaping what retirement looks like today.

In our latest blog, we break down new data revealing a growing retirement income gap and share practical strategies to help protect your financial future from Social Security timing to long term care planning.

If you are approaching retirement or beginning to think about your future, we encourage you to reach out to the Synergy Capital Solutions team to review your plan.

https://hubs.li/Q04dDqC00

The cost of living continues to rise, placing increasing financial pressure on those already in retirement. As a result, many seniors now face a heightened risk of outliving their savings. According to a 2025 analysis by the Transamerica Center for Retirement Studies, retirees in 41 states and Wa...

05/10/2026

This Mother’s Day, we celebrate the incredible moms in our lives both the clients we’re proud to serve and the amazing mothers on our Synergy Capital Solutions team.

Mothers teach us some of life’s most important lessons: plan ahead, care for those you love, and build a future with intention. These values guide our work every day whether we’re helping families prepare for what’s next or supporting one another as colleagues and parents.

To the moms who trust us with their financial journeys, and to the moms on our team who bring dedication, balance, and leadership to everything they do, today, we honor you.

Happy Mother’s Day!

05/04/2026

April was a powerful rebound for markets. Stocks reached new highs as geopolitical tensions eased, with mega-cap growth and AI-related names driving gains. At the same time, bond markets, global equities, and energy prices told a more cautious story.

In our May Market Update, we look at:
• What fueled the market’s sharp recovery
• How easing conflicts shifted investor sentiment
• Why AI is creating clear winners—and losers—within technology
• What unresolved oil supply disruptions could mean going forward

Click the link below to read our full market update.

https://hubs.li/Q04f7vMB0

05/01/2026

We are excited to share that Synergy team member Jordann Andrusiak, CFP® has been named to the Forbes 2026 America’s Top Wealth Advisors and Best-in-State Wealth Advisors list.

This list recognizes respected advisors across the country based on qualitative and quantitative criteria developed in partnership with SHOOK® Research.

Earlier this year, Jordann was also recognized on the Forbes 2026 America’s Top Women Wealth Advisors Best in State list making this an extraordinary year of well deserved honors. These achievements reflect her commitment to clients, industry knowledge, and the impact she delivers every day helping our clients navigate life’s journey.

This rating was provided on April 7, 2026, by Forbes | SHOOK Research. It covers the period of data as of August 6, 2025. There was no compensation exchanged in consideration for or the use of this rating. For more information, please visit https://hubs.li/Q04dSjCC0.

The 2026 Forbes Best in State Wealth Advisors List ranks the top financial advisors across America. Click to find the best financial advisor in your state today. (edited)

04/23/2026

With more than 20 years of experience in the financial services industry, Lindsay brings a wealth of industry knowledge and a whole lot of heart to everything she does.

A graduate of Shippensburg University, she earned her Bachelor of Science in Finance before launching a career dedicated to creating excellent client experiences and managing smooth, efficient operations behind the scenes.

Lindsay lives in Pennsylvania with her two sons and their lovable dog, where she enjoys being active with her sons, cheering them on at their sporting events, while also taking time to recharge with a relaxing spa day.

Lindsay and her sons are on an incredible mission. Together, they’ve traveled to 13 baseball fields across America… and the list is still growing!

04/21/2026

Thinking About Becoming a Snowbird?

Florida or Arizona… which warm weather haven is right for you?

If you're considering splitting your time between two states, our latest blog explores everything you need to know from moving logistics and costs, to tax rules, medical care, home safety, and what it really takes to maintain a seasonal lifestyle.

It’s important to take the time to plan and understand how each aspect of the transition may affect you. Don’t hesitate to reach out to our team who can help you navigate the process.

https://hubs.li/Q04ccT_x0

04/17/2026

We are proud to announce that Synergy Capital Solutions advisor Caryn Fields, CFP® has gained the Affirming Advisor ™ designation, issued by the Financial Psychology Institute®. The program focuses on creating safe spaces, understanding specific financial challenges, and fostering inclusive practices.