Synovus experts discuss market conditions

Feb 16, 2024

Listen to three Synovus experts discuss interest rates, Federal Reserve policy and how the upcoming election may affect the financial markets.

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Economic Matters

Adventure -- Empowering dreams through financial planning

“The greater the challenge, the greater the success,” is a favorite quote for John Clidas. His passion for adventure (running marathons, climbing Mt. Kilimanjaro, and earning his pilot's license and his certified scuba diver instructor status) matches his desire to help others build secure financial futures.

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Article

Economic Matters

What to know about a Qualified Personal Residence Trust (QPRT)

A QPRT is a powerful financial tool that allows homeowners to transfer the title of their primary residence or vacation home into an irrevocable trust. This strategy presents a multitude of benefits, primarily in terms of estate planning and tax savings.

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Article

Economic Matters

Tax Season Tips for Managing Capital Gains, Losses and Dividends

During tax season, you often have questions about managing capital gains, losses and dividends to optimize after-tax returns. Here are some key points to consider.

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Adventure -- Empowering dreams through financial planning
“The greater the challenge, the greater the success,” is a favorite quote for John Clidas. His passion for adventure (running marathons, climbing Mt. Kilimanjaro, and earning his pilot's license and his certified scuba diver instructor status) matches his desire to help others build secure financial futures.
What to know about a Qualified Personal Residence Trust (QPRT)
A QPRT is a powerful financial tool that allows homeowners to transfer the title of their primary residence or vacation home into an irrevocable trust. This strategy presents a multitude of benefits, primarily in terms of estate planning and tax savings.
Tax Season Tips for Managing Capital Gains, Losses and Dividends
During tax season, you often have questions about managing capital gains, losses and dividends to optimize after-tax returns. Here are some key points to consider.
Hear our panel’s expert analysis of 2024 and outlook for 2025
If you missed our Q1 Wealth Services webinar, here is your chance to hear Mike Sluder, Chief Investment Officer at The Family Office at Synovus, Patrick Maffett, Portfolio Manager, Synovus Trust Company, and Jennifer Steube, Senior Portfolio Manager, Synovus Trust Company, share their review of 2024 and identify key trends for 2025.

Adventure -- Empowering dreams through financial planning
“The greater the challenge, the greater the success,” is a favorite quote for John Clidas. His passion for adventure (running marathons, climbing Mt. Kilimanjaro, and earning his pilot's license and his certified scuba diver instructor status) matches his desire to help others build secure financial futures.
What to know about a Qualified Personal Residence Trust (QPRT)
A QPRT is a powerful financial tool that allows homeowners to transfer the title of their primary residence or vacation home into an irrevocable trust. This strategy presents a multitude of benefits, primarily in terms of estate planning and tax savings.

Important disclosure information

This content is general in nature and does not constitute legal, tax, accounting, financial or investment advice. You are encouraged to consult with competent legal, tax, accounting, financial or investment professionals based on your specific circumstances. We do not make any warranties as to accuracy or completeness of this information, do not endorse any third-party companies, products, or services described here, and take no liability for your use of this information.