Will Goodson Earns Top Social Security Designation
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.
The ABCs of Education Investing
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.
2nd Quarter 2018 Newsletter
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!
Q1 2018 Newsletter
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!
Q1 2018 Market Review
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.
Q4 2017 Newsletter
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.
Q3 2017 Newsletter
We hope you enjoy our latest quarterly newsletter (Q3 2017), which includes articles on the markets, investing, financial planning and more!
New Goal Tracking Tools in Wealth360°
Recently we released an update to your Wealth360° Personal Financial Management site, which includes a new goal tracking feature.
Q2 2017 Newsletter
Our latest newsletter features articles and market commentary from Mike Booker, Mike Minter, Kevin Nelson, Bryan Zschiesche, and Will Goodson.
Q2 2017 Market Review
This report features world capital market performance and a timeline of events for the past quarter.
Financial Synergies Named to 2017 Financial Times 300 Top Registered Investment Advisers!
Financial Synergies Asset Management is pleased to announce it has been named to the 2017 Financial Times 300 Top Registered Investment Advisers!
In Case You Missed It: Bryan on Houston Matters
Last week Bryan was a feature guest on Houston Matters, answering callers’ questions about financial planning, retirement, and general financial advice.
Q1 2017 Newsletter
Check out our Q1 2017 Newsletter.
Q1 2017 Market Review
This report features world capital market performance and a timeline of events for the first quarter of 2017.
The Retirement Salary® Income Strategy
How much money do I need to save before I can retire? How much money can I live on in retirement? Learn more about The Retirement Salary® program.
