Author Archives: Financial Synergies

About Financial Synergies

Financial Synergies Wealth Advisors is a fee-only Financial Advisor located in Houston, Texas. For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses from around the world. Our primary goal is to simplify your financial life. Our Certified Financial Planner™ professionals and advisors combine holistic financial planning and investment management to deliver Total Wealth Management for our clients.

Q1 2018 Market Review

April 11, 2018      Financial Synergies

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. Continue reading

Q4 2017 Newsletter

January 17, 2018      Financial Synergies

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. Continue reading

Q3 2017 Newsletter

October 17, 2017      Financial Synergies

We hope you enjoy our latest quarterly newsletter (Q3 2017), which includes articles on the markets, investing, financial planning and more! Continue reading

New Goal Tracking Tools in Wealth360°

September 18, 2017      Financial Synergies

Recently we released an update to your Wealth360° Personal Financial Management site, which includes a new goal tracking feature. Continue reading

Q2 2017 Newsletter

July 25, 2017      Financial Synergies

Our latest newsletter features articles and market commentary from Mike Booker, Mike Minter, Kevin Nelson, Bryan Zschiesche, and Will Goodson. Continue reading

Q2 2017 Market Review

July 17, 2017      Financial Synergies

This report features world capital market performance and a timeline of events for the past quarter. Continue reading

Q1 2017 Market Review

April 12, 2017      Financial Synergies

This report features world capital market performance and a timeline of events for the first quarter of 2017. Continue reading