Happy Holidays
From all of us at Financial Synergies, we wish you and yours a safe and Happy Holiday.
Happy Thanksgiving!
With gratitude and appreciation, the team at Financial Synergies wishes you, your family, and your friends a safe, warm, and happy Thanksgiving.
Our Inspiring Clients
From time to time, we get to share amazing stories about our clients and their achievements, and we are honored to share Yamile Jackson’s story. Yamile is a PhD engineer and the heart behind Nurtured by Design, a company that …
Q3 2015 Quarterly Market Review
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report …
Q3 2015 Newsletter
Our third quarter newsletter introduces you to Financial Synergies’ new hires, reminds us to continue being warrior investors, discusses our new relationship with Dimensional Fund Advisors, and more. Check it out below: Q3 2015 Newsletter from Financial Synergies Asset Management, …
Hear Bryan Discuss Financial Planning on Houston Matters
On Thursday, October 1st Bryan Zschiesche answered listener calls on 88.7 KUHF for Houston Matters on Retirement and Financial Planning. Listen to the recorded segment by clicking the play button below:
The Patience Principle
“The Patience Principle” is an article written by Jim Parker, Vice President at DFA Australia Limited, for Dimensional Fund Advisors’ Outside the Flags column. The Patience Principle from Financial Synergies Asset Management, Inc
The China Syndrome
“The China Syndrome” is an article written by Jim Parker, Vice President, DFA Australia Limited, for Dimensional Fund Advisors Outside the Flags column.
The Financial Crisis in Greece
Weston Wellington of Dimensional Fund Advisors discusses how investors should reframe their views of the Greek financial crisis. Watch this quick three-minute video:
Q2 2015 Newsletter
We hope you enjoy our quarterly newsletter. If you have any questions, feel free to reach out to us at [email protected]
Office Closed Friday July 3rd
In celebration of Independence Day, our offices will be closed on Friday July 3rd. During this time you can call in and leave a voicemail, and we will respond to you accordingly when we return on Monday, July 6th. For …
Two-Minute Tour
Financial Synergies is located on the 14th Floor of the Whitney Bank building, just inside the loop in Highland Village. If you haven’t been to the office lately, we would love to see you and share updates with you. Until …
Financial Synergies Named to 2015 Financial Times 300 Top Registered Investment Advisers
June 18, 2015 – Financial Synergies is pleased to announce that it has been named to the Financial Times 300 Top Registered Investment Advisers, as of June 18, 2015. The list recognizes top independent RIA firms from across the U.S. …
Listen to Bryan on Houston Matters
On Tuesday, June 16th Bryan Zschiesche answered listener calls on 88.7 KUHF for Houston Matters on Financial Planning. Listen to the recorded segment by clicking the play button below:
The Retirement Salary®
The Financial Synergies Retirement Salary® program is our proprietary retirement income strategy. The objective of the Retirement Salary® program is to produce a steady and predictable income to the retiree, while continuing to grow the investment portfolio conservatively over time, …
