Building Financial Success:
Top 10 Financial Planning Considerations for STEM Professionals
Get our free eGuide
Skip to main content
menu
  • Home
  • About
  • Planning Process
  • Wealth Building
    • For Self-Directed Investors
    • Betterment Robo
  • Resources
    • Top 10 Financial Planning Considerations
    • Blog
    • Videos
    • Financial Calculators
    • Stock Option Analyzer
    • Your Life, Your Legacy: A Planning Discovery
    • Risk Tolerance Assessment
  • Fees
  • Contact
  • Portal
    • RightCapital
    • Betterment
    • Schwab

Blog

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
Read More
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
Read More
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?
Read More
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
Read More
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
David Uhlmann | May 7, 2025

Lessons from Warren Buffett for Today’s Market

Stock Market
A key principle of investing is that patience, discipline, and maintaining a long-term perspective are what drive financial success. Perhaps no investor has
Read More
David Uhlmann | Apr 21, 2025

What Bond Volatility and the Battle Over Fed Policy Mean for Investors

Bonds
Fixed Income
Just like in the stock market, greater uncertainty has led to swings in the bond market. For bond investors, especially those who rely on their portfolios for
Read More
David Uhlmann | Apr 14, 2025

The Bigger Picture on U.S. and China Tensions

geopolitics
economy
Trade tensions between the United States and China have escalated in recent weeks, with both countries implementing unprecedented tariff increases. Despite the
Read More
David Uhlmann | Apr 3, 2025

Special Update: Reciprocal Tariffs and the Market Reaction

economy
On April 2, President Trump announced new tariffs on nearly all major trading partners. The immediate market reaction was negative, with the S&P 500 declining
Read More
David Uhlmann | Mar 24, 2025

What the Fed's Rate Pause Means for Long-Term Investors

economy
Federal Reserve policy has been a key driver of markets over the past few years. Why is the Fed on hold and how does it affect long-term investors?
Read More
David Uhlmann | Mar 10, 2025

Finding Perspective Amid Recession Fears

economy
Stock Market
The stock market has stumbled with the S&P 500 and Nasdaq declining year-to-date.1 While tariffs have garnered the most attention, investors are also concerned
Read More
David Uhlmann | Mar 4, 2025

Special Update: Trade Wars and Market Risk

economy
Investors worry that a trade war could raise prices for consumers and businesses, slowing economic growth. As a result, the stock market has pulled back in
Read More

Pagination

  • Current page 1
  • Page 2
  • Page 3
  • Page 4
  • Page 5
  • Page 6
  • Page 7
  • Page 8
  • Page 9
  • Next page Next ›
  • Last page Last »

Synergos Advisory LLC

Direct: 206-800-8056
plannow@synergosadvice.com

 

Lake Union Building
1700 Westlake Ave N Suite 200
Seattle, WA 98109

 

Bellevue
800 108th Ave NE Unit 1100
Bellevue, WA 98004

 

Redmond
8201 164th Ave NE
Redmond, WA 98052

 

Mailing Address
508 Yale Avenue North PMB 363
Seattle, WA 98109

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.
*The Betterment for Advisor platform charges a percentage asset under management fee which can range from 0.18% to 0.20% annually.  The fee is discounted by 20% from the regular, retail platform and offered only through registered investment advisers. Synergos Advisory LLC does not receive any compensation or referral fees from Betterment for Advisors.
**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.

 

Privacy Policy & Disclaimer
Form ADV Part 2A

 

© 2025 Synergos Advisory LLC All rights reserved.