Synergy Wealth Alliance

Securities offered through LPL Financial., Member SIPC
Synergy Investment Management is a a registered investment advisor.

[Synergy Wealth Alliance @SynergyWA]

Saving and spending money are both habits that accumulate over time. Even if you don’t have much in savings right now, commit to putting away even as little as $10 or $20 from each paycheck and watch it build.

[Synergy Wealth Alliance @SynergyWA]

U.S. Treasury yields have seemingly been moving in one direction lately (higher), with the 30-year
Treasury yield temporarily breaching 5% for the first time since 2007. Read more today:https://t.co/y4IkeR3oH2

[Synergy Wealth Alliance @SynergyWA]

Financial responsibility isn’t always easy to learn, but it’s an essential part of taking control of your finances and using your income to its fullest. Learn more about how we can help you: https://t.co/fsKCHxr8aU

[Synergy Wealth Alliance @SynergyWA]

Neglecting the little expenses could lead to a financial leak that sinks the boat of your financial goals. Let's pay attention to the small expenses and plug any leaks that could sink our ship.

[Synergy Wealth Alliance @SynergyWA]

"You often hear people discuss "saving for retirement,” but in many cases, they're actually referring to their investing. The adage "you can't save your way to wealth" is simplistic.." Read more today: https://t.co/4QVGZe5Zos

[Synergy Wealth Alliance @SynergyWA]

"The month of October hasn’t historically been one of the best months, ranking sixth over the
past five years, third and fourth over the past 10 and 20 years.." Read more about the market update today: https://t.co/YWqBBBkQYa

[Synergy Wealth Alliance @SynergyWA]

Think that you need a large amount of money or assets on hand to benefit from working with a financial advisor? Think again! We are here to help you no matter what your situation.

[Synergy Wealth Alliance @SynergyWA]

Are you still a little apprehensive about starting on your financial journey? Here are a few reasons why working with a financial professional may be less frightening than you think. Learn more today: https://t.co/4xcrU0rbpj

[Synergy Wealth Alliance @SynergyWA]

Success starts with the power of positivity! Embrace the good, seek out new experiences, and make every moment count.

[Synergy Wealth Alliance @SynergyWA]

Please join us in congratulating Chris on another successful year with Synergy Wealth Alliance. Chris is an invaluable member of our team, and we are fortunate to have him. Thank you, Chris! #trustedadviceforlife

[Synergy Wealth Alliance @SynergyWA]

Being successful does not come with a handbook of secrets, it is truly a result of your hard work and failures.

[Synergy Wealth Alliance @SynergyWA]

Have a meaningful Yom Kippur and an easy fast.

G'mar chatimah tovah.

May you have an easy fast this Yom Kippur.

[Synergy Wealth Alliance @SynergyWA]

Happy first day of Fall!

What’s your favorite Fall tradition?

The word “equinox” comes from the Latin aequus, meaning “equal,” and nox, “night.” On the equinox, day and night are roughly equal in length.

[Synergy Wealth Alliance @SynergyWA]

The first step on the road to positive thinking begins with visualizing one’s wants in life and how to fulfill your goals. Your spending and saving habits, not necessarily your income, can play the most significant role in your personal finances.

[Synergy Wealth Alliance @SynergyWA]

With the cost of college expensive for many, receiving a tax break from the IRS for college-related expenses may be appealing. Learn more about your tax breaks here: https://t.co/zTQiUDxzqt

[Synergy Wealth Alliance @SynergyWA]

"Another international market to consider is Japan, which is also attractively valued with better fundamentals than Europe, in our view." Read more of this week's market update: https://t.co/TjF9apfa2u

[Synergy Wealth Alliance @SynergyWA]

Every year, around 3 million Americans are required to evacuate their homes due to a natural disaster. By having a financial first-aid kit to use during an emergency, you can feel more prepared. Reach out today to learn more! https://t.co/TjclREmCvO

[Synergy Wealth Alliance @SynergyWA]

On this #mondaymotivation, let us know in the comments your favorite tip for budgeting money!

[Synergy Wealth Alliance @SynergyWA]

Shanah Tovah to everyone celebrating Rosh Hashanah this week!

[Synergy Wealth Alliance @SynergyWA]

Please join us in congratulating Theresa on another successful year with Synergy Wealth Alliance. Theresa is an invaluable member of our team, and we are fortunate to have her. Thank you, Theresa! #trustedadviceforlife