Synergy Capital Solutions

09/01/2026

Markets continued their upward momentum as the S&P 500 gained 2.7% and reached a new all-time high. International stocks also moved higher, while bonds delivered positive returns despite rising interest rates. Investors remain focused on AI-driven growth, inflation trends, and the evolving interest rate outlook. Read the full September report by clicking the link below.

https://hubs.li/Q04w51Wf0

08/27/2026

Anne has been a valued member of the Synergy team since 2017. With decades of experience in customer service, she is passionate about serving clients and works with our team to develop processes which provide the best client experience possible.

She earned a Bachelor of Arts in History from the University of Michigan, where she developed a love for exploring the world. Anne and her husband, Gregg, live in Pittsboro, North Carolina (just outside of Chapel Hill), along with their cat and Golden Retriever.

She is incredibly proud of her two daughters and enjoys visiting them whenever she can. In her downtime, you’ll often find Anne relaxing by the pool, re-learning golf, enjoying a good historical fiction book, and occasionally indulging in a delicious piece of chocolate.

08/03/2026

August Market Update: Stocks Hold Steady Despite a Busy Month of Geopolitical and AI Headlines

July brought renewed Middle East tensions, rising oil prices, Fed uncertainty, and a pullback in AI-related stocks. Yet despite the headlines, markets remained resilient.

Read our latest Market Update for key insights on:
-Stock and bond market performance
-The impact of geopolitical developments on inflation and interest rates
-Why investors are taking a more disciplined approach to AI spending

Read the full update by clicking the link below.
https://hubs.li/Q04rG_Jq0

07/30/2026

Lisa has been a valued member of the Synergy team for 18 years. She has proven to be an exceptionally resourceful team member managing day-to-day operations.

She attended the University of Michigan–Dearborn and earned her degree from Western Michigan University.

Outside of work, Lisa is a Certified Master Gardener with a passion for cultivating a wide variety of vegetables, as well as raspberries and strawberries, in her backyard greenhouse. She enjoys cooking with fresh ingredients straight from her garden—whether it’s homemade tomato basil sauce, pesto, or simply keeping her home filled with fresh-cut flowers.

Lisa also loves exploring new places with her daughter, Ashley. Together, they make it a tradition to visit a new town or city every couple of months to attend concerts, musicals, and experience something new.

07/20/2026

When it comes to saving for a child’s future, there’s rarely a one-size-fits-all solution.

The introduction of Trump Accounts in 2026 adds another option for families looking to build long-term financial security for the next generation. While these accounts offer tax-deferred growth and a structured investing approach, understanding how they differ from 529 plans, custodial Roth IRAs, and UTMA/UGMA accounts is essential.

In our latest blog, we explore the key features, benefits, limitations, and planning considerations to help families make informed decisions.

https://hubs.li/Q04phCn00

07/15/2026

Mid-Year Financial Checkup: Are You Still on Track?

We’re halfway through the year—now is the perfect time to pause and assess your financial progress.

Are you on track with your goals?
Is your budget still working?
Have any life changes shifted your priorities?

Our latest checklist walks you through everything from cash flow and debt to investments, taxes, and planning for the next six months.

Small adjustments now can make a big impact by year-end.

Read the full checklist here
https://hubs.li/Q04pj3d40

07/09/2026

Join Synergy Capital Solutions’ Co-Chief Investment Officer, Eric Nahat, CEPA®, in our latest Quarterly Market Update Podcast as he recaps 2Q 2026 and shares his outlook for 3Q, breaking down the key drivers shaping today’s investment landscape and offering timely insights to help you stay informed and prepared.

Watch on YouTube or listen on our website or Spotify

Join Synergy Capital Solutions’ Co-Chief Investment Officer, Eric N...

07/01/2026

Markets rallied strongly in 2Q, with equities near record highs despite volatility from the Middle East conflict and shifting rate expectations.

In our latest quarterly market update, we cover the oil price reversal and its impact on inflation, the AI-driven surge in semiconductor stocks, and signs of broader market strength beyond tech, plus what to watch in 3Q

https://hubs.li/Q04nhYWh0

06/25/2026

More Americans are turning to financial advisors but for women, the need is often even greater.

With longer life expectancies, caregiving responsibilities, and growing financial influence, women face a more complex financial landscape and deserve advisors who truly understand it.

Learn how the right advisor can make all the difference in our latest blog post.

https://hubs.li/Q04lKyvH0

06/23/2026

Synergy team members Mark, Jordann, and Eric had an incredible few days in Miami Beach attending Hightower’s 18th Annual Advisor Summit—an event dedicated to elevating the client experience.

From insightful conversations with executive leadership to hands-on platform demos, market perspectives, and inspiring keynotes, every moment reinforced one core focus: raising the standard of how we serve our clients.

A highlight of the event? Puppy morning yoga—bringing a fun (and very cute!) start to the day.