Posts tagged financial advisor in Grand Rapids

How Markets Work and the FAANG Mentality

What can FAANG stocks teach us about our investing strategy? Markets can have a large portion of their returns driven by a select few top performers and it’s impossible to know which ones year after year. Broad diversification is a key to help capture the best returns the market has to offer.

InvestmentsTyler Kotlarz, CFP®November 22, 2019Synergy Wealth Management, LLCfiduciary grand rapids, DFA Grand Rapids, financial advisor in Grand Rapids

Do You Know Your Costs?

Do you know what your true costs of your investments are? Here’s a few tips on how to figure it out.

InvestmentsTyler Kotlarz, CFP®August 12, 2019Synergy Wealth Management, LLCinvestment costs, mutual funds, financial advisor in Grand Rapids