As part of our commitment to providing the highest level of service to our clients, we’ve added a new financial advisor to the team – Steven Ha. Please join us in welcoming Steven to the Financial Synergies Team! Read More
As many of you know, Will Goodson is not only one of our lead financial advisors, but also our “Social Security Expert.” And recently he’s taken his knowledge of this complex subject to the next level by attaining the National Social Security Advisors (NSSA®) designation. Read More
With school back in session in most of the country, many parents are likely thinking about how best to prepare for their children’s future college expenses. Now is a good time to sharpen your pencil for a few important lessons before heading back into the investing classroom to tackle the issue. Read More
Below you’ll find our 2nd Quarter 2018 Newsletter, which includes articles on the economy, markets, and financial planning topics. We hope you find them helpful and informative. Hopefully you are enjoying your summer! Read More
We hope you enjoy the 1st Quarter 2018 Newsletter. We’ve included articles on the markets, economy, and financial planning. Also, join us in welcoming Lottie Hensley to the Financial Synergies Team! Read More
This report features world capital market performance and a timeline of events for the first quarter of 2018. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. Read More
Well, 2017 is in the history books! Our Q4 2017 Newsletter features articles on the markets, investing, and financial planning. We hope you find them helpful. Read More
We hope you enjoy our latest quarterly newsletter (Q3 2017), which includes articles on the markets, investing, financial planning and more! Read More
Recently we released an update to your Wealth360° Personal Financial Management site. We know your life is busy, so this update was designed to make it even easier to see what’s most important to you. Read More
Our latest newsletter features articles and market commentary from Mike Booker CFP®, ChFC®, CFS®, Mike Minter CFP®, CFS®, Kevin Nelson CFP®, Bryan Zschiesche CFP®, MS, MBA, and Will Goodson CFP®.
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