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Top 10 Financial Planning Considerations for STEM Professionals
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Blog

David Uhlmann | Aug 11, 2025

The Magnificent 7, AI, and Concentration Risk

Stock Concentration
The challenge facing investors today isn't whether artificial intelligence will transform the economy, but how to maintain portfolio balance as the market
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David Uhlmann | Jul 30, 2025

Washington State Capital Gains Excise Tax – 2025 Update

Taxes
Washington imposes an excise tax on certain long‑term capital gains realized by individuals (including grantor trusts). The tax was first effective for the 2022
Read More
David Uhlmann | Jul 25, 2025

“Diversification means always having to say you're sorry.”

Portfolio
diversification
Diversification means spreading your investments across different types of assets—like U.S. and international stocks, bonds, and real estate—to reduce the risk
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David Uhlmann | Jul 24, 2025

The Fed and Politics: What Investors Should Know

Monetary Policy
Recent tensions between the White House and Federal Reserve have brought the topic of Fed independence into focus. This is because there can be a natural
Read More
David Uhlmann | Jul 18, 2025

Bitcoin, Copper, Gold, and Silver: A Portfolio Perspective

Crypto
Speculation
FOMO
One of the biggest challenges for investors is balancing long-term goals with short-term market moves. New developments in the stock market, cryptocurrencies
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David Uhlmann | Jul 11, 2025

Washington Estate Tax Update – Effective July 1 , 2025

Estate Planning
Washington has increased its estate-tax exemption to $3 million (up from ;$2.193 million) and adopted a new, more progressive rate schedule. The exemption will
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David Uhlmann | Jul 7, 2025

What the "One Big Beautiful Bill" Means for Investors

Taxes
After months of negotiations, a new tax and spending bill was approved by Congress and signed into law by President Trump on July 4. This new budget is far
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David Uhlmann | Jun 12, 2025

How a Weakening Dollar Affects Long-Term Investors

Currency
For many Americans, the status of the U.S. dollar reflects the country’s position in the world. However, the dollar has weakened in recent months amid trade
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David Uhlmann | Jun 4, 2025

Monthly Market Update for May 2025: A Positive Month Despite U.S. Debt Downgrade

Markets
Financial markets rebounded in May with the S&P 500 recovering its year-to-date losses. This positive month occurred against a backdrop of new trade agreements
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David Uhlmann | May 27, 2025

Beyond the S&P 500: Opportunities for Diversification

diversification
It’s well known that stocks are one of the foundations of long-term portfolios. However, a natural question is: what type of stocks?
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David Uhlmann | May 19, 2025

What Debt, Deficits, and the Moody’s Downgrade Mean for Investors

economy
Moody's recent downgrade of the U.S. credit rating marks an official end to the country’s top-tier debt status. Following Fitch's downgrade in 2023 and Standard
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David Uhlmann | May 12, 2025

Special Update: What U.S.-China Trade Progress Means for Investors

tariffs
economy
Markets
The recent trade announcement between the U.S. and China reverses many of the tariffs that rattled financial markets beginning in April. What does this changing
Read More

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Synergos Advisory LLC

Direct: 206-800-8056
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Lake Union Building
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Seattle, WA 98109

 

Bellevue
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Bellevue, WA 98004

 

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Redmond, WA 98052

 

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508 Yale Avenue North PMB 363
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Synergos Advisory LLC (“Synergos”) doing business as Synergos Advisory is a registered investment advisor offering advisory services in the State of Washington and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Synergos Advisory LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. Synergos does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall Synergos be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if Synergos or a Synergos authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized. The information being provided is strictly as a courtesy/convenience. When you link to any of the web sites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Synergos Advisory LLC is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technology, web sites, information and programs made available through this website. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for use of the web sites you are visiting. Synergos Advisory LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Synergos Advisory LLC’s web site or incorporated herein, and takes no responsibility thereof.
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**Depending on the client needs and desires for estate planning document review, preparation, or updates, Synergos Advisory LLC (“Synergos”) will engage with Trust & Will, a third-party scrivener service, or estate planning attorneys. Synergos does not provide legal advice.

 

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