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Top 10 Financial Planning Considerations for STEM Professionals
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Blog

David Uhlmann | Feb 21, 2025

Tech Sector Underperformance and Concentration Risk

Technology
Stock Market
While strong returns among artificial intelligence stocks have supported portfolios over the past few years, they have also raised questions about the
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David Uhlmann | Feb 5, 2025

Monthly Market Update - January 2025

economy
January marked a positive but volatile start to the year for investors amid market shifts and policy concerns. President Trump returned to the White House and
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David Uhlmann | Jan 28, 2025

Special Update: What the DeepSeek Moment Means for Investors

Building AI models like those that power ChatGPT has been extremely expensive and only a few companies in the world have the resources to do so. Like the
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David Uhlmann | Jan 22, 2025

7 Ways the Presidential Inauguration Affects Investors

Politics
economy
As President Trump begins his second term, both Wall Street and Main Street are wondering what the next four years may bring.
Read More
David Uhlmann | Jan 13, 2025

Market Perspectives After a Nervous Start to 2025

Markets
The stock market has struggled in recent weeks as concerns have grown around interest rates, market valuations, the direction of the economy, and more. Since
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David Uhlmann | Dec 22, 2024

Understanding the Importance of Portfolio Diversification

diversification
Asset Allocation
Portfolio
Diversification involves spreading your investments across different types of assets—like stocks, bonds, real estate, or other areas—rather than putting
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David Uhlmann | Dec 21, 2024

Asset Location for Tax Efficiency

Asset Allocation
Asset Location
Tax Efficiency
Asset location is the strategy of placing your different types of investments (such as stocks, bonds, and mutual funds) into the most tax-efficient accounts
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David Uhlmann | Dec 18, 2024

How Behavioral Science Helps Us Avoid Financial Traps

Cognitive Biases
When it comes to managing our investments, we can be our own worst enemies. Behavioral finance research has revealed how emotional and cognitive biases can lead
Read More
David Uhlmann | Dec 9, 2024

2025 Market Outlook: 5 Insights to Achieve Portfolio Balance

Outlook
economy
Markets
Risk Management
If the past few years have been about extremes – the bear markets of 2020 and 2022, compared to the sharp rebounds in 2021, 2023, and 2024 – then 2025 should be
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David Uhlmann | Nov 20, 2024

How the $36 Trillion National Debt Impacts Investors

The large and ever-growing national debt, and the complex ways it impacts the economy and markets, will only grow in importance. How can investors put
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David Uhlmann | Nov 13, 2024

How Market Valuations Shape Long-Term Investment Strategy

Markets
economy
The post-election period saw significant gains across major indices, with the S&P 500 rising 3.7%, the Dow advancing 4.2%, and small-cap stocks surging 6.1%
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David Uhlmann | Nov 6, 2024

Special Update: President Trump’s Election Victory and Investing

Politics
economy
Markets
Regardless of which side of the aisle you’re on, history shows that the impact of politics on portfolios is often overstated. It’s important in the coming weeks
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Pagination

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Synergos Advisory LLC

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