Blog

 by John M. FidlerChief Investment Officer | (502) 259-2543 | John.Fidler@syb.com2026 1st Quarter ReviewIn January and February, stock and bond markets rose modestly, with International equities continuing to outpace the US, in line with the theme of global diversification we have long highlighted. (This has not materially changed, we continue …

 Navigating challenging market conditions is less about predicting what happens next and more about building a plan that can withstand uncertainty. From a financial planning perspective, the focus shifts to resilience, discipline, and adaptability rather than reaction.Start with your foundation: goals and time horizonYour investment strategy …

 by Maria Tipton, J.D.If the last 15 years have taught us anything, it’s that "certainty" in the realm of estate planning is a luxury rarely afforded. Just as we were bracing for the massive "sunset" of the 2017 tax cuts (a seeming reprise of 2012), 2025 brought us the One Big Beautiful Bill Act (OBBBA…read, “oh, bubba”), which offered the …

Financial literacy goes beyond simply knowing how to create a budget and manage a credit score. It encompasses a comprehensive understanding of personal finance, including saving, investing, handling debt, and planning for the future. In a world where financial decisions impact every aspect of our lives, from buying a home to planning for …

 Dear Clients, Partners, and Friends,As we begin a new year, I want to take a moment to reflect on how far we’ve come—and how we plan to move forward together. 2025 brought a complex and often contradictory economic landscape, marked by short-lived panics, resilient markets, and meaningful policy shifts. Yet through it all, our approach at …