Should You Pay Off Your Mortgage Early?
Clients often ask us: “Should I pay off my mortgage early, or put that money to work in the market?”
How Do Withdrawal Rates Impact Your Portfolio in Retirement? | Chart of the Month
Many people spend years preparing for retirement by saving and investing, but planning shouldn’t stop once the paychecks do.
Last Week on Wall Street: Investors React to Mixed Signals [Aug. 18-2025]
Stocks rose last week despite mixed signals on inflation as investors kept one eye on the Fed’s September meeting.
The Magnificent 7, AI, and Concentration Risk
Understanding how similar periods of market concentration have played out in the past can help investors make better decisions about their long-term financial plans.
How Reliable is Government Data? A Balanced Look
The latest jobs report has raised questions about the reliability of government data, but understanding the uses and limitations of this data is the key.
Last Week on Wall Street: Stocks Rise on Earnings, Despite Tariffs [Aug. 11-2025]
Stocks rebounded last week as investor optimism for a September rate adjustment and strong Q2 corporate results overcame the rollout of fresh tariffs.
Monthly Market Update: Stocks Trade Higher on Strong Q2 Earnings & Trade Deals
Stocks climbed to new highs in July, with the S&P 500 and Nasdaq both logging six consecutive record closes late in the month.
Financial Synergies Named One of the Fastest Growing RIAs in the Nation
We are excited to share some great news with you—Financial Synergies Wealth Advisors has been recognized by Financial Advisor Magazine as one of the Top 50 Fastest Growing Registered Investment Advisors (RIA) of 2025.
Last Week on Wall Street: Markets Retreat After Data-Heavy Week [Aug. 4-2025]
Stocks fell last week as investors assessed progress on trade negotiations, new U.S. tariffs, and fresh data on the U.S. economy.
The Fed and Politics
Recent tensions between the White House and Federal Reserve have brought the topic of Fed independence into focus.
Chart of the Month | Lessons from the ’90s: How AI Is Powering a New Investment Cycle
Learn about the investment trends from the ’90s and how AI is currently influencing a new cycle in technology spending.
Quarterly Webinar: Q3 2025 Market and Economic Themes
Please join our Chief Investment Officer, Mike Minter, for our quarterly webinar where we discuss ten relevant market and economic themes heading into the 3rd quarter of 2025.
Last Week on Wall Street: Upbeat Q2, Trade News Cheer Investors [July 28-2025]
Last Week on Wall Street: Upbeat Q2 results and trade news boosted investor confidence and market gains significantly.
What the “One Big Beautiful Bill” Means for Investors
This bill matters because, while trade policy has been at the forefront over the past several months, tax and spending policy in Washington has been a growing source of uncertainty for many years.
Last Week on Wall Street: Inflation and Consumers Adjust [July 21-2025]
Stocks were mixed last week, battling through tariff talk while responding to upbeat quarterly corporate reports and a trove of updates on the economy.
