Synergy Capital Management

Synergy Capital Management Synergy Capital Management of Atlanta, Georgia provides investment management, comprehensive financi Carl J. Mr.

Located in beautiful Atlanta, Georgia, Synergy Capital Management, LLC provides investment management, comprehensive financial planning and financial consulting services. Whether you need assistance with planning for retirement, your investment portfolio, funding for your children’s education, reducing your taxes, insurance or estate planning advice, or are a business entity interested in setting

up a retirement plan for yourself/employees, we are committed to providing the best possible guidance to help you to navigate through the myriad of options. Macko, president and founding principle of Synergy Capital Management, LLC is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Registered Investment Advisor in the State of Georgia. Macko believes that the essence of sound financial planning and investment management is in building long-term, client-centered relationships. Through a sincere interest in getting to know you and listening to your specific needs and goals, we are dedicated to providing you personal attention, foreseeing a life-long relationship to help our clients improve the quality of their lives. The result is a commitment to personalized service and communication and a relationship that will last for years to come. We show our honesty and integrity by putting your interests first –always and with no exceptions. Synergy Capital Management, LLC separates itself by doing business on a “Fee-Only” basis, which means our fees are paid directly by you. We do not receive any commissions or kickbacks from third parties; therefore, our independence assures absolutely no conflict of interest.

Is artificial intelligence transformative or a bubble?  Interesting chart from Bianco Research:  Since ChatGPT was intro...
06/09/2026

Is artificial intelligence transformative or a bubble? Interesting chart from Bianco Research: Since ChatGPT was introduced in late 2022, 70% of the S&P 500 gains have come from AI-related stocks!

Love this!  Real-world monopoly lesson?!  Maybe not "Risks", but rather "Calculated Risks".  Have a great Thursday!
06/04/2026

Love this! Real-world monopoly lesson?! Maybe not "Risks", but rather "Calculated Risks". Have a great Thursday!

Uh oh.....stocks starting to look expensive after a big April/start to May?  Berkshire Hathaway decreasing its weighting...
05/07/2026

Uh oh.....stocks starting to look expensive after a big April/start to May? Berkshire Hathaway decreasing its weighting in equities for 14 consecutive quarters as global markets literally explode......maybe the time to start getting a bit defensive?

Tough times back in farm country.....elevated input costs and bad prices have farmers paying $900/acre to grow corn to p...
05/01/2026

Tough times back in farm country.....elevated input costs and bad prices have farmers paying $900/acre to grow corn to produce an $800/acre return. Funny how gold/silver/oil/stocks go through the roof over the past year yet grain prices have barely moved....

Leasing farmland could become a hot trend this year, as operating costs for US farmers go up. That means grocery prices will too, unfortunately.

Something you typically don't hear in the financial media:  Are technology stocks actually cheap???  Forward P/E multipl...
04/17/2026

Something you typically don't hear in the financial media: Are technology stocks actually cheap??? Forward P/E multiple of the NASDAQ 100 recently plunged below its 5 and 10-year averages!

Our latest quarterly newsletter for Q1 of 2026 is live! 📊✨At Synergy Capital Management, we remain committed to deliveri...
04/13/2026

Our latest quarterly newsletter for Q1 of 2026 is live! 📊✨

At Synergy Capital Management, we remain committed to delivering thoughtful insights and strategic perspectives to help you navigate evolving market conditions with confidence.

In this edition, we cover:
• Key market trends
• Featured article and related video on hedge funds
• Selected articles to prepare for the upcoming quarter.

We invite you to explore the full newsletter and stay informed on what matters most for you.

Read now and stay ahead: https://huvhdissectorshoulder.my.canva.site/quarterly

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In case you need more evidence on the results of capitalism vs communism......South Korean economic growth/person vs Nor...
04/09/2026

In case you need more evidence on the results of capitalism vs communism......South Korean economic growth/person vs North Korea over the past 142 years......!!!

Is it time to increase your portfolio allocation to alternative investments?  With the war in Iran causing global uncert...
04/08/2026

Is it time to increase your portfolio allocation to alternative investments? With the war in Iran causing global uncertainty, interest rates potentially now being expected to increase and inflation fears jumping again, stocks and precious metals just had a very poor March. Could a diversified hedge fund be the answer to stabilize your returns and reduce risk? Check out my latest video: "Are Hedge Funds Now A Good Option as Stocks and Precious Metals Continue to Soar?"

This is "Are Hedge Funds Now a Good Option as Stocks and Precious Metals Continue to Soar?" by Carl Macko on Vimeo, the home for high quality videos and the people who love them.

S&P 500 returns in 2026......if this isn't a measure of 'risk off', I don't know what is:  P/E multiple reduction of ove...
04/04/2026

S&P 500 returns in 2026......if this isn't a measure of 'risk off', I don't know what is: P/E multiple reduction of over 10% is the primary culprit of the index falling 5.51% to begin the year......

Address

1788 Hickory Road
Atlanta, GA
30341

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

(404) 804-1889

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