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Investing Wish List: Really Naughty or Kind of Nice?

There is nothing like a good list to lift one’s spirits.

Some Last Minute Financial Tips

While shoppers attack the malls in hopes of saving a bundle on those must have items, some simple year-end financial moves might just pad your wallet in even bigger ways.  So, think like a shopper and make a mad dash for the Planning Aisle.

There's More to Charitable Giving Than Dollars and Cents

There is so much more to giving than simple dollars and cents."  That statement might feel a bit contrary in this season of mailboxes filled with donation requests, and In Box emails offering quick Click N'Give links.  The opportunities are heartfelt but seemingly endless. Many families do take the time to volunteer together in their communities.

Naked Retirement Part II: Practice Does Make Perfect

With apologies to Cubs fans, did you see the Nationals’ Ryan Zimmerman hit that 413 foot homerun to lead the Nationals to a World Series game one victory? It clearly wasn’t his first big league at bat. In fact, he was the Nationals first draft pick when the franchise began building a roster in 2005.

Naked Retirement Part I: Strip Away Dollars and Cents

uck-naked. That was the image burned into my retina when my partner first coined the phrase, naked retirement. Not the typical image one associates with retirement, but it was the image that stuck. Understand, though, this wasn’t an image of sandy beaches nor smoke-filled men’s clubs, this was the image from Hans Christian Anderson’s The Emperor’s New Clothes.

Potlucks and Portfolios Can Say A Lot About a Person

I try not to judge, especially not at a church potluck, but having recently gazed at my fellow Presbyterians’ plates, I’ll admit it was quite telling. I could tell the vegetarians from the meat-lovers, and the chocoholics from the cobbler connoisseurs.

Controlling the Uncontrollable

With stocks continuing their abrupt southward snap to start the year, I thought you might appreciate an update. We don’t plan to make market commentary a regular weekly event, but it’s important for you to know what we’re thinking when all the media outlets (which have never actually met you) don’t shy away from offering their opinions.
 

Start today . . . I mean tomorrow . .OK, maybe next week

“Why waste time today, doing what you can put off till tomorrow?” or how about “resolutions are made to be broken.”  Smile as you may at these absurdities (or secret agreement) they’re true, and Vanguard has proof.

Hurry! These Black Friday Financial Savings Won't Last Long

While shoppers attack the malls in hopes of saving a bundle on those must have items, some simple year-end financial moves might just pad your wallet in even bigger ways.  So, think like a shopper and make a mad dash for the Investment Aisle.

Buyer Beware:  Look carefully before grabbing year-end bargains on mutual funds or ETFs for your taxable accounts. Funds, such as these, are required

How to Fix Your 401k Before You Start Retirement

Though you can’t tell this season by the displays in the store aisles, its retirement season; a time of year when some employees begin looking forward to the new year without an alarm clock.

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SYNERGOS Financial Services d/b/a OSBORN Wealth Management is a Registered Investment Advisor currently registered in the states of Indiana and Michigan. The firm provides fee-only portfolio management and advisory services, and is not associated with any banks or broker-dealers. For more information, please view our current ADV filing.

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