Wealth Insights
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Article

Life Event

Financially what to do when you have a child
November 01, 2024 •
A new child brings excitement and responsibilities, especially when it comes to financial planning.Read the article

Life Event

How to manage your wealth when you change jobs
November 01, 2024 •
A new job, either in your current organization or at a new company, offers an opportune time to review your overall financial strategy.Read the article

Life Event

Managing an inheritance or other wealth windfall
November 01, 2024 •
Receiving an inheritance or other type of wealth windfall creates opportunities and responsibilities.Read the article

Life Event

Successfully transitioning to retirement
November 01, 2024 •
The decisions you make as your retirement date nears will affect how comfortable and independent you can be in the years that follow.Read the article

Life Event

Sustaining success through a business transition
November 01, 2024 •
With skill, vision and hard work, you’ve grown a successful business. Before you decide to retire, you have two final responsibilities.Read the article

Life Event

Things to know when settling a loved one’s financial affairs
November 01, 2024 •
An essential fact about life is that it eventually ends for all of us. Here are some key things you need to know if you are responsible for settling your loved one’s financial affairs.Read the article

Life Event

What to do financially when your marital status changes
November 01, 2024 •
Marriage and divorce are among life’s most significant events. Changes can affect everything from your finances to your taxes, and your retirement and estate plans.Read the article

Financial Planning

The Role of a Financial Plan in Wealth Management
November 06, 2024 •
A financial game plan is important for everyone -- whether you have complex investments or are just starting out and trying to pay off debt. Talking with a professional can help you better understand what you actually want to use your money for, how to remain accountable and stay in-tune with your financial reality.Read the article

Financial Planning

Investing During Inflationary Times
July 12, 2024 •
While inflation appears to have slowed, consumers aren't out of the woods.Read the article

Financial Planning

Dream of Owning a Second Home?
April 11, 2024 •
If warmer days are enticing you to look at those dreamy summer homes, talk with your financial advisor to assess your finances and discuss the options to help protect your assets for the long-term.Read the article

Financial Planning

Women approach Wealth Planning differently
April 17, 2024 •
High-net-worth women, your wealth can do more than grow—it can reflect your values and desired legacy. Here's how wealth planning can help.Read the article

Financial Planning

How to Create Generational Wealth
August 01, 2022 •
Here's how you can build generational wealth to benefit your family now and well into the future.Read the article

Financial Planning

6 Reasons Why You Need a Financial Plan
February 26, 2024 (updated October 10, 2024) •
If you earn an income, it's time to think about putting a financial plan together so you can make the most of the money you have.Read the article

Financial Planning

The Pros and Cons of Investing in Startups
November 01, 2022 •
Every investor wants to buy the next big thing. Here's how to decide if startup investing is right for you.Read the article

Economic Matters

What to know about a Qualified Personal Residence Trust (QPRT)
March 14, 2025 •
A QPRT is a powerful financial tool that allows homeowners to transfer the title of their primary residence or vacation home into an irrevocable trust. This strategy presents a multitude of benefits, primarily in terms of estate planning and tax savings.Read the article

Economic Matters

Tax Season Tips for Managing Capital Gains, Losses and Dividends
March 14, 2025 •
During tax season, you often have questions about managing capital gains, losses and dividends to optimize after-tax returns. Here are some key points to consider.Read the article

Economic Matters

What to Know about Tax Loss Harvesting
March 01, 2022 •
If you experienced capital losses this year, like a stock declining in value, that loss could be your gain when using tax-loss harvesting.Read the article

Economic Matters

A Year-end Economic Review
December 08, 2023 •
As we wrap up the year, the S&P 500, NASDAQ and Dow Jones indices are in a time of positive seasonality for all three indices to close above 10% for the year, barring any geopolitical or black swan market event.Read the article

Economic Matters

Enjoy the Booms but Prepare for the Busts
May 01, 2023 •
Avoiding asset euphoria: if it sounds too good to be true, then it probably is.Read the article

Economic Matters

End-of-Year Tax Tips
October 19, 2023 •
Your Synovus advisor can help you review year-end giving options and choose the right one for you.Read the article

Economic Matters

Inverted Yield Curve
June 01, 2022 •
What is a yield curve and does it mean we're heading for a recession?Read the article

Economic Matters

Q&A: Key Facts about a Recession
January 01, 2023 •
With all the talk of a recession lately, what exactly is a recession?Read the article

Economic Matters

Where new growth can be found in the tech sector
January 03, 2024 •
The tech landscape saw major growth in 2023, primarily from the mass adoption of AI.Read the article

Economic Matters

The Pros and Cons of Borrowing Against Your Securities
April 01, 2022 •
Loans against investments can be a good deal for investors who need cash but who want to avoid selling securities and paying taxes.Read the article

Economic Matters

Put a bow on your 2023 financial giving
October 19, 2023 •
Your advisor can help you pick out financial gifts that fit your priorities.Read the article

Economic Matters

Update U.S. Credit Market
November 14, 2023 •
Although the S&P 500 has lost ground since the peak in July, credit spreads have been stable, while absolute yields are the highest in more than a decade.Read the article

Economic Matters

What is a Donor Advised Fund?
November 01, 2022 •
A donor advised fund is one of the simplest ways to to become a philanthropist, even if you're not wealthy. Here's how to establish one.Read the article

Economic Matters

Year-end Checklist
December 19, 2023 •
A checklist to ensure all aspects of your financial life work harmoniously so you can achieve your goals.Read the article

Estate Planning

End-of-life paperwork everyone should do now
August 21, 2023 •
A living will and a healthcare power of attorney are two forms of “advance directives" that help guide loved ones' medical decision-making.Read the article

Estate Planning

Legacy Planning is more than Estate Planning
January 03, 2024 •
Your legacy is bigger than your balance sheet. An effective estate plan, which protects and distributes your assets, is only one part of your larger legacy plan.Read the article

Estate Planning

Tips to Avoid Common Estate Planning Mistakes
September 01, 2022 (updated February 06, 2025) •
With a few simple actions, you can ensure your estate planning is effective.Read the article

Estate Planning

Upcoming Change to Estate Tax Exemption
January 03, 2024 •
Your legacy is bigger than your balance sheet. An effective estate plan, which protects and distributes your assets, is only one part of your larger legacy plan.Read the article

Estate Planning

What happens if you die without a will
October 19, 2023 •
State laws dictate how property is distributed when someone dies without a will.Read the article

Estate Planning

What it Means to be Executor of a Will
January 23, 2023 •
To be a good executor of a will, you need to understand the rules and pitfalls of taking this complex responsibility.Read the article

Estate Planning

Why a Business Succession Plan is Important
November 14, 2023 •
Only about one-third of family businesses have a formal succession plan in place, learn how to prepare.Read the article

Investing

Investment Income for Now, and Later: Where it Fits in Your Portfolio
January 29, 2025 •
Most of us are familiar with the “buy low, sell high” approach to investing.Read the article

Investing

What Are Portfolio 'Airbags?'
September 09, 2022 •
Worried about protecting your wealth in a declining market? Here's how you can use portfolio "airbags" to protect your investments.Read the article

Retirement

How to protect your retirement portfolio from inflation
March 01, 2022 •
Inflation is a real cause for concern for anyone looking forward to retirement. These strategies can help protect your retirement portfolio.Read the article

Retirement

Retirement for Self-Employed--What you should know
September 01, 2022 •
Roughly 10 million people in the U.S. are self-employed, according to the Bureau of Labor Statistics.Read the article