SyntheticFi转发了
This is personal to me as a founder. Herbert Kyles, CFP?'s advice on QSBS has been a godsend. It's almost like what we are trying to do at SyntheticFi - making a trusted strategy bring value to more folks. Cheers to that ??
关于我们
SyntheticFi offers a low cost and low hassle solution for independent financial advisors (RIAs) to meet the liquidity needs of their clients.
- 网站
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https://www.syntheticfi.com
SyntheticFi的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 类型
- 私人持股
- 创立
- 2023
动态
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SyntheticFi转发了
How does a wealth advisor help tech employees? What makes them special? Herbert Kyles, CFP? has the answer!
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SyntheticFi owe our success to our advisors and clients. To give back, we’re excited to launch our new Weekly Advisor Spotlight - Q&As by our experienced financial advisors on topics that matter most to you! In our inaugural series, we want to thank Herbert Kyles, CFP? from Farther, who will answer some most salient questions for tech employees and founders. Stay tuned!
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Always a pleasure, Herbert Kyles, CFP?!
?? Can I Borrow Against my Non-Retirement Account Investments? Yes! Tony Yang & Joseph Wang - Co Founders of SyntheticFi share their wealth of knowledge around borrowing for a purpose other than investing!
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At 5.83%, SyntheticFi offers the cheapest securities-backed lending product on the market! You can often save $30K+ per year without switching brokerage platforms. Our competitors are often twice as expensive as us: Schwab - 11.83% Fidelity - 11.83% E*Trade - 12.20% Add SyntheticFi to your brokerage here: https://lnkd.in/gS3p8xU8 *SyntheticFi does not guarantee loan performance. 5.83% is based on historical loans traded at SyntheticFi. Competitor interest rate and savings calculation and based on a $500K loan on publically available margin interest information as of July 2024.
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Do you or your client use margin loans or SBLOC? Check us out: https://lnkd.in/gp-pF7N5
SyntheticFi (YC S23) provides the cheapest way to get liquidity from your investments, right on your existing brokerage platform. Founded by Tony Yang and Joseph Wang, SyntheticFI offers the cheapest securities-backed line of credit (SBLOC). Investors use SBLOC to get liquidity from stock investments without selling and paying capital gains tax. Tech employees can cash in on their concentrated positions. SBLOCs are now ultra-expensive. Traditional brokerages like Schwab, E*Trade, and Fidelity quote interest rates well over 10%. Switching to low-cost brokers like IBKR requires weeks of planning and work. Add SyntheticFi to your brokerage platform and potentially lower your SBLOC interest rate to 5.83%. That is $30,000+ in annual savings compared to the brokerage rates, assuming a $500K loan balance. Learn more: https://lnkd.in/gp-pF7N5
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