Tommy Sullivan - Financial Advisor - Synergy Wealth Solutions

Getting ahead of year‑end financial decisions can help reduce stress and create clarity. A quick check‑in now can make a big difference later. Let’s connect.

Download this free guide to explore 4 ways long-term care can be paid for. [Link] Want to discuss your planning options? Reach out.

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Last week, markets navigated a challenging combination of renewed Fed tightening, rising Treasury yields, and persistent inflation concerns. Technology strength helped keep the S&P 500 near flat, while cyclical, small-cap, and rate-sensitive sectors lagged. Strong economic data supported growth but increased expectations for another rate hike. Read this week’s market perspective to learn more.

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U.S. markets declined last week as higher oil prices, persistent inflation concerns, and rising Fed rate hike expectations pushed Treasury yields higher. The S&P 500 fell 0.8%, bonds also posted losses, and consumer sentiment weakened, while strong earnings offered some support. Energy led performance, while gold and Bitcoin declined. Learn more from this week’s market perspective.

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As we approach the season of giving, charitable planning can look different for everyone, but one common theme is intentionality. That can include thinking
about timing, types of assets, and how giving can strategically fit into an overall
financial picture. Curious about what giving options could work for you? Let’s talk.

September is Life Insurance Awareness Month — a reminder that for business
owners, life insurance can help protect more than just loved ones. It can also play a role in supporting business continuity, succession planning, and financial stability if the unexpected happens. Let’s connect.

Back‑to‑school isn’t just for kids. It’s a great time to get back to the basics of financial protection — life insurance, income protection, and more. A quick reset can help make sure your strategy is still on track. Let’s look together.

U.S. markets ended last week mixed as strong economic data, higher Treasury yields, and rising U.S.-Iran tensions influenced sentiment. The S&P 500 gained 0.13%, led by technology and energy, while rate-sensitive sectors lagged. Strong August payrolls boosted expectations for tighter Fed policy, lifting oil prices and pressuring gold.

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