Your Financial Plan-It

The Importance of Women Leading Their Financial Journey | Women in Financial PlanningHightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

Join Synergy Capital Solutions Director of Investments, Eric Nahat, as he talks through the 3Q 2024 Recap & 4Q 2024 Outlook. Some topics of discussion include:• Market Recap – 2024 Asset Class Performance• Stock Market – What to Expect in the Third Year of the Bull Market• Performance Drivers – Expectations for Earnings Growth in 2025• Interest Rates – Comparing the Market’s & Fed’s Forecasts• Inflation Update – Progress Stalls as Goods Deflation Slows• Economic Trends – What’s Driving U.S. Economic Growth?• Historical Perspective – Comparing the Economy in 2016 & 2024• What to watchHightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

The holiday season often leads to increased spending, which can significantly impact your bank balance, especially if you haven’t saved or planned for it. While you might think a January financial hangover is inevitable, it doesn’t have to be that way. Advance planning can help you avoid financial stress and fully enjoy this joyful time of year.In this episode of Your Financial Plan-It, Synergy Capital Solutions Advisors Jordann M. Andrusiak, CFP®, and Kevin R. Keith, CRPC®, CRPS® share their tips for planning your spending and navigating your financial plan during the holiday season.Topics of discussion include:-The temptations of sales and ‘special offers’-Exploring gift options – physical gifts, experiences or memories-Planning and making lists for gifting, gatherings and holiday activities.-Avoid the last-minute stress and panic buyingFor personalized guidance tailored to your specific financial circumstances and goals, speak to one of our advisors at Synergy Capital Solutions to help you develop a comprehensive budgeting strategy aligned with your objectives.synergycapitalsolutions.comhello@synergycapitalsolutions.com(888) 363-4546Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

Join Synergy Capital Solutions advisors Eric Nahat and Alex Burns, CFP® as they discuss investing through election years.Topics of discussion include:Why its important to stay invested during election yearsHistorical data which shows that it is much more impactful to stay invested than to try and time the marketsHow we approach election years in our plans looking at the long-term solutionsThe Synergy Capital Solutions team provides a full suite of wealth management solutions that can help individuals and families reach their financial goals. Call us today at 888-363-4546 or email us at hello@synergycapitalsolutions.com. We’re ready to get started.Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

Join Synergy Capital Solutions Director of Investments Eric Nahat as he talks through the 2Q 2024 Recap & 3Q 2024 Outlook.Some topics of discussion include:Asset Classes – Mid-Year Performance UpdatePerformance Drivers – Earnings Growth vs Valuation MultiplesEquity Factors – The Biggest Companies Are Outperforming in 2024Inflation Update – What is the Federal Reserve Looking For?Interest Rates – More Central Banks are Starting to Cut Interest RatesU.S. Economy – Monitoring the Economy on Weekly BasisImportance of DiversificationHightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.

Join Synergy Capital Solutions Director of Investments Eric Nahat as he talks through the 1Q 2024 Recap & 2Q 2024 Outlook. Some topics of discussion include:-Historical Market Events-Market Returns – S&P 500 Index Sets Multiple New Highs in Q1 2024-S&P 500 Bull & Bear Markets-The Odds of Cash Underperforming Are High-Credit Markets – Investors Now Expect Fewer Rate Cuts This Year-Inflation – Slowing Progress and the Impact of Rising Gasoline Prices-Labor Market – The Unemployment Rate Starts to Creep Higher-Consumer Health – The Low Savings Rate Signals a Willingness to SpendHightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

As professional working women, Jordann Andrusiak and Lindsay Mills share their experience of navigating motherhood and the changes, challenges, and considerations they made to their lives. Also in this podcast, Lindsay Mills tells her inspirational story of navigating the critical financial events she has experienced from motherhood to single motherhood and losing a parent.Key topics include:• The transition to motherhood and navigating your new budget, work life balance, career path and new priorities.• Preparing for 529 plans, childcare, sports, and travel.• The transition to single motherhood and creating a new budget, goals and values. Creating new saving plans and emergency funds.• Time management and prioritizing your values.• The transition to losing a parent and becoming a support system for your family. Helping to navigate grief and offering education and support to your parent during the difficult life transition.Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.