We work with a broad range of clients to provide comprehensive financial planning, while bringing cooperation, synergy and integrity to every client relationship.
In February we shared a white paper from Columbia Threadneedle, an investment firm. The firm developed a tracking mechanism for what might be a return to normal, whatever our new normal might be. We mentioned the value of tracking which we believe can offer a sign of relief as there is:
Please check out the link below to the April 1st update. We are optimistic about what scientists and new data are telling us about vaccines and herd immunity. We are optimistic about equity markets as more stimulus, low interest rates, a supportive Treasury and pent-up demand are all good ingredients for strong economic growth. We are making progress scientifically and financially and we believe the portfolios are positioned to take advantage of growth opportunities.
For fun, we put together a collage of our team pets. Where would we be without our pets? Some of us call them our therapy pets. We know our households were happier with them. We heard a lot of dogs and some cats on our phone calls last year. We saw some of them in the background during video reviews, too! They brighten our day, don’t they? We would love to see the pets that helped you get through what was a very difficult year.
Stay well, stay diligent and send your pet or pet/family pics to email@example.com so we can create a collage of the pets that helped you through the pandemic.
Please join the Syntegra team in congratulating our founding partners, Tom Burke & Jeff Fiehler, on being included in the 2021 Forbes Best-In-State Wealth Advisors Ranking!
Forbes Best-In-State - Burke
Forbes Best-In-State - Fiehler
Forbes Best-In-State Wealth Advisors
The Forbes ranking of Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Data is provided by the advisor and is not verified by Securities America. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Past performance is not an indication of future results.
Requirements to qualify include: seven years as an advisor; minimum of one year at current firm, with exceptions (acquisitions, etc.); advisor must be recommended, and nominated, by their firm; completion of an online survey; over 50% of revenue/production must be with individuals; and an acceptable compliance record. Quantitative factors that are reviewed include: revenue/production, with weightings assigned for each; assets under management (and the quality of those assets) both custodied and a scrutinized look at assets held away; client-related data, such as retention; portfolio performance is not a factor as audited returns among advisors are rare and differing client objectives provide varying returns. Qualitative factors that are reviewed are telephone and in-person meetings with advisors; compliance records and U-4s; advisors providing a full client experience that includes their service model, investing process, fee structure, and breadth of services; credentials; use of team and team dynamics; community involvement; and discussions with management, peers and competing peers.
Congress has passed the latest phase of COVID-19 stimulus called the American Rescue Plan of 2021 and the President signed it into law on March 11, 2021. This wide-ranging and expansive bill includes several relevant components, outlined below.
Recovery Rebates (i.e. stimulus checks)
The current legislation includes a third round of stimulus checks to be sent out to eligible Americans. These are similar to prior checks but have a number of substantial differences.
Enhanced Child Tax Credits
The American Rescue Plan includes an expanded Child Tax Credit (CTC) for 2021.
Expanded Child and Dependent Care Tax Credit
Other Items of Note
We will continue to monitor relevant legislation and provide you with updates if and when they occur. As always, please reach out to our team if you have questions and we would be happy to meet and discuss.
We are excited to share that Syntegra Private Wealth Group was featured in St. Louis Financial, Fortune, Entrepreneur and Bloomberg Businessweek. The article highlights Tom Burke, CEO and President, Jeff Fiehler. In addition the article features what we do here at Syntegra Private Wealth Group and how we serve you. As this piece is about Syntegra we would be remiss if we didn't realize the important role you, our clients and friends play in making our team one of the best. Take a look at the article below!
* Securities America and its representatives do not provide tax advice.