It’s time for a third quarter check-up!
October 16, 2014
September 30 marks the end of the third quarter of 2014. Do you know how your investments are doing? You should receive statements (electronic or hard copies) from your advisors, asset holders or third-party administrators…
Meet the Synergetic Finance Team
October 5, 2014
Choosing a financial advisor is an important decision. You want to work with someone you trust. Watch this brief YouTube video to meet the Synergetic Finance team and learn more about how we work with…
What kind of investment advisor is right for you?
August 5, 2014
In February 2013, I wrote a blog post about choosing an investment advisor. A year and a half later, that advice still holds true. When choosing someone to handle one of your most valuable assets…
Investment selection, monitoring and control
July 22, 2014
After you and your financial planner have decided on the most appropriate asset classes to include in your investment portfolio, and also have decided on the allocation of assets within the asset classes, the next…
Comprehensive vs. Modular Financial Planning
January 6, 2014
When people think of financial planning, they often think of it as a big, overwhelming task. Unfortunately, with this approach, financial planning will get postponed and sometimes ignored altogether. At Synergetic Finance, we recognize that…
Synergy Principal and Investment Advisor John Angelo Flavin Earns Accredited Investment Fiduciary® Designation
November 8, 2013
John Angelo Flavin, ChFC®, CFP®, CLU®, CCIM®, a Principal and investment advisor with Seattle-based Synergy Financial Management, LLC, has earned the Accredited Investment Fiduciary® (AIF®) designation. Flavin earned the AIF® designation after completing substantial pre-requisites…
Debt Ceiling: Overview & Portfolio Implications
October 11, 2013
Here is the October 9, 2013 edition of “Snips.” If you’d like to have this info. delivered directly to your inbox, click here to sign up. Over the last few weeks there has been…
What are your investment objectives?
September 24, 2013
When considering which investment vehicles to use in your personal and professional financial planning, key factors to look at are your objectives and priorities for those objectives. What are you hoping to accomplish – build…
