SyntheticFi Newsletter

SyntheticFi Newsletter

Liquidity strategy, rate insights, and practice-building ideas for RIAs.

Rates Changed. Should Your Financing Strategy?

Oct 22, 2026

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2 min read

Rates Changed. Should Your Financing Strategy?

Mike Welch
Mike Welch
The stock made them rich. Now comes the hard part.

Aug 19, 2026

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2 min read

The stock made them rich. Now comes the hard part.

A practical framework for managing liquidity, concentration risk and tax timing.

SyntheticFi Admin
SyntheticFi Admin
SyntheticFi Q2 Update: Treasury Yields and Box Spread Financing

Jul 13, 2026

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2 min read

SyntheticFi Q2 Update: Treasury Yields and Box Spread Financing

What moved in Q2, what stayed anchored, and how advisors can think about fixed versus floating financing.

SyntheticFi: $2B in RAUM, a $13M raise, and a new tool for concentrated positions

Jun 9, 2026

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2 min read

SyntheticFi: $2B in RAUM, a $13M raise, and a new tool for concentrated positions

How One Advisor Won an $8 Million Client His Wirehouse Couldn't Keep | SyntheticFi Case Study

May 7, 2026

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4 min read

How One Advisor Won an $8 Million Client His Wirehouse Couldn't Keep | SyntheticFi Case Study

A bridge loan, a vacation home, and the lending strategy that moved the entire portfolio.

SyntheticFi Admin
SyntheticFi Admin
SyntheticFi Q1 Update: Rates + Talking Wealth Podcast

Apr 14, 2026

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4 min read

SyntheticFi Q1 Update: Rates + Talking Wealth Podcast

Understanding the Policy–Market Split That Defined Q1 Rates Market