Welcome To Financial Synergies Asset Management, Inc. Together, it's possible®                        Just a few pictures that our clients shared with us. Our purpose at Financial Synergies is to lift the burden of managing your portfolio, thus freeing you to focus on the things you value the most – spending time with family, donating time and talent to a cherished charity, pursuing a favorite hobby, etc.  To convey that message to the visitors of our website, we have decided to use our homepage as a platform to showcase pictures of our clients doing the things they love.  We hope the resources that follow will illustrate how we lift the burden of financial management and convey the message, that “Together, it’s possible®”.

The FSAM Newsletter It was a true stinker of a 3rd quarter and not just financially. It was geopolitically divisive and toxic as well.  That's putting it mildly, I'm afraid. There was no shortage of events that were blamed for this performance... Recent Commentary For some investors, the stars aligned in 2010 for converting traditional IRAs into Roth IRAs. Previous income restrictions on conversions were removed, and you could spread the taxable income triggered by a 2010 conversion evenly over 2011 and 2012. So what about this year? The common misperception has been that the only opportunity for high income earners to convert was in 2010....