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Syntegra Private Wealth Group

We work with a broad range of clients to provide comprehensive financial planning, while bringing cooperation, synergy and integrity to every client relationship.

Defense!

Defense!

We hope this finds you and your family well.  We wanted to reach out to provide some perspective on equity and bond markets.  The attached summary from Phil Blancato of Advisor Group does a really good job of sharing insights into the current economic and market conditions. 

With market volatility and uncertainty, we have continued to take a more cautionary approach.  Our approach reminds us of the Fall football season.  We see signs in the crowd with the capital letter D and the white picket fence.  Defense can be viewed as boring but an integral part of the game.  I think most coaches would agree that having a good defense is critical to winning the game.  We agree.  In the investment world we talk about defense in terms of risk management.  We stay invested for the time horizon appropriate for your needs and adjust what we are holding for you.  That doesn’t mean we go to cash or give up on our long-term perspective or even try to time the market.  Defense to us means that the risks may be greater than the rewards in the near term and therefore we migrate to less portfolio risk.  That could be a 3-5% adjustment in how we are allocated.  Defense may include dividend paying equities or even short-term treasuries in some cases.  You have seen those changes recently in the trade confirmations coming through your email.

In light of the more hawkish tone from the Federal Reserve, we are playing defense in the equity and the bond markets.  A hawkish tone implies the continuation of raising interest rates and slowing the economy so supply can meet demand needs.  We prefer an environment of strong economic growth but it’s just not the case today.  In our reviews with you, we are making sure we have the appropriate level of cash and conservative holdings to preserve income needs if you are retired or nearing retirement.  For our clients still accumulating assets and who have a longer time horizon, you are likely to find these are great times to be adding to your 401ks, 529 plans and your investment accounts with us.  In our experience going back to the 80’s, each of these economic slowdowns has created incredible opportunities to buy low and grow your investment wealth.

We are here for you, and we will continue to be watchful and nimble as we navigate new information.  We will continue to focus on your time horizon and do our best to meet all your financial objectives.  Call us if you want to talk about it more.  Otherwise, we look forward to visiting and discussing your needs in our next client review.

 


3Q 2022 Newsletter - Defense!
Announcing Forbes Best-In-State Ranking 2022!

Announcing Forbes Best-In-State Ranking 2022!

Please join the Syntegra team in congratulating our founding partners, Tom Burke & Jeff Fiehler, on being named to the Forbes Best-In-State Wealth Advisors ranking for 2022!!

"The talent of success is nothing more than doing what you can do well; and doing well whatever you do..."  Henry Wadsworth Longfellow   This quote sums up the careers of both Tom and Jeff.  Our team is so proud to have you as our leaders, and we couldn't be happier for you.

Congratulations on your well-deserved success!

Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews, compliance records, revenue produced and more.

View 2022 Best-In-State Wealth Advisors Ranking Here

Why you should choose us?

  • Built on a foundation of over 125 years combined experience in the financial planning industry.
  • We are a TEAM! You can rely on the advisors and supporting team members to provide the best possible advice and service, with the goal of enabling you to achieve your financial goals and dreams with peace of mind.
  • We are consistently ranked in various lists (Intra-company, Barron’s, Financial Times, Forbes) as top advisors in the industry*
  • You have the right to a financial analysis, plan and outlook WITHOUT extra fees.
  • *The CPAs on our team and the highly competent attorneys we work with will take a close look at your plans the first time at no additional cost to you. Together, we will create a synergistic plan for you.
  • We have well-thought-out diversification, accumulation and distribution strategies to help you achieve the lifestyle goals you have in mind for yourself.
  • We are here for YOU, we care about YOU and we have YOUR BEST INTEREST at heart. We operate with integrity, always.


* Securities America and its representatives do not provide tax advice.

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