Syntegra Private Wealth Group

Last Tuesday, the entire Syntegra team sat down for our Periodic Business Review! The day was filled with rewarding team accomplishments, development, and plenty of bonding over lunch. We want to thank our clients for their continued support. We're grateful for the trust you place in our team and are excited for what's ahead!

Could your spouse step in confidently if needed? A quick retirement check-in helps both partners stay aligned. Schedule a meeting today to review!

Join us as we congratulate Thomas Burke and Jeffrey Fiehler on their continued excellence!

Once again, they have been named to Forbes' 2026 Best-In-State Wealth Advisors list with Tom Burke, CFP®, ChFC®, APMA® ranking #22, and Jeff Fiehler, APMA® ranking #31.

This continued recognition reflects the dedication and genuine care Tom and Jeff bring to every client relationship at Syntegra Private Wealth Group. Congratulations, Tom and Jeff!

Saving for a child’s future? 📚 Check the graphic for how 530A, 529, and UTMA/UGMA compare. Let us help you choose the right fit together.

Schedule a meeting with an advisor today to discuss potential strategies!

Features, eligibility requirements, contribution limits, tax treatment, financial aid treatment, and governmental incentives associated with 530A accounts are based on currently available information and are subject to future legislative, regulatory, and administrative changes. Financial aid treatment may vary based on individual circumstances, account ownership structure, school methodology, and future regulatory changes. Investing involves risk, including possible loss of principal. Account features, tax treatment, and eligibility requirements vary and may change over time.

More information doesn't always mean better decisions. Not all information requires action, sometimes selectivity is the advantage.

Let's talk about keeping your plan aligned with your goals, not the news cycle. 📊

Sources for reference:

https://www.prnewswire.com/news-releases/investors-missed-the-best-of-2024s-market-gains-latest-dalbar-investor-behavior-report-finds-302416023.html
https://theprudentspeculator.com/blog/articles/morningstars-mind-the-gap-2024-reviewing-investor-returns/

More younger investors are entering the market. Long-term planning still takes time. Learn about this shift here:

https://www.cfainstitute.org/sites/default/files/-/media/documents/article/industry-research/Gen_Z_and_Investing.pdf

https://moneywise.com/investing/you-could-retire-a-millionaire-young-adults-led-by-gen-z-are-investing-earlier-than-ever-heres-how-theyre-playing-this-years-volatile-market

Diversification is often thought of in terms of returns, but it can also shape how performance is experienced over time.

This is one of many concepts we explore when reviewing a portfolio in the context of an individual's goals.

For educational purposes only. Not investment advice. Want to learn more? Reach out to start a conversation.

Continuing our “Meet the Team” series, we’re excited to introduce Terry Moyers APMA®!

Terry enjoys spending time with his wife, Jamie, and their three children, Gavin, Madelynn, and Myla. Family is at the center of his life, and he values making lasting memories together. Outside of work, he enjoys the outdoors, fishing, golfing, and cheering on St. Louis Cardinals baseball and St. Louis Blues hockey.

As a financial advisor, Terry is dedicated to helping individuals and families pursue their financial goals through personalized guidance and trusted relationships. He takes pride in understanding each client’s unique priorities and building financial strategies designed to support their long-term well-being.

Individuals who hold the APMA® designation have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

Behavioral biases can influence investment decisions, especially during periods of uncertainty. Recognizing those patterns may help support more disciplined long-term thinking.

This material is provided for general educational purposes and is not a recommendation or individualized investment advice.

Idle cash doesn’t have to stay idle.
How it’s positioned can shape flexibility, liquidity, and opportunity.

Learn more here.