New White Paper – Understanding the Value of Asset Allocation

Aug 22, 2024

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Financial Planning

The Role of a Financial Plan in Wealth Management

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.

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Financial Planning

Investing During Inflationary Times

While inflation appears to have slowed, consumers aren't out of the woods.

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Financial Planning

Women approach Wealth Planning differently

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.

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Recent

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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.
Tax Season Tips for Managing Capital Gains, Losses and Dividends
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Hear our panel’s expert analysis of 2024 and outlook for 2025
If you missed our Q1 Wealth Services webinar, here is your chance to hear Mike Sluder, Chief Investment Officer at The Family Office at Synovus, Patrick Maffett, Portfolio Manager, Synovus Trust Company, and Jennifer Steube, Senior Portfolio Manager, Synovus Trust Company, share their review of 2024 and identify key trends for 2025.
Investment Income for Now, and Later: Where it Fits in Your Portfolio
Most of us are familiar with the “buy low, sell high” approach to investing.

What to know about a Qualified Personal Residence Trust (QPRT)
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.
Tax Season Tips for Managing Capital Gains, Losses and Dividends
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.

Important disclosure information

This content is general in nature and does not constitute legal, tax, accounting, financial or investment advice. You are encouraged to consult with competent legal, tax, accounting, financial or investment professionals based on your specific circumstances. We do not make any warranties as to accuracy or completeness of this information, do not endorse any third-party companies, products, or services described here, and take no liability for your use of this information.