About Mike Minter

Mike develops investment portfolio allocations, handles trading and rebalancing, and conducts research and analysis as a Portfolio Manager and Financial Advisor for the firm. As a perpetual student of investing and the markets, Mike considers himself obsessed with the subject. Mike has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Fund Specialist® designations. He is also an active member of the Houston chapter of the Financial Planning Association (FPA).   Read Mike's Profile HereRead More Articles by Mike

Worried About a Stock Market Bubble?

As the stock market continues its steep climb after last year’s bear market crash, some investors worry about the possibility of a bubble. Over this period, the S&P 500 has risen 70% with dividends reinvested even as the pandemic rages on, many businesses continue to feel the pinch, and there are concerns over inflation. This is especially the case in technology-led sectors that have significantly outperformed. Should you be concerned? Continue reading

January 22, 2021 Weekly Market Recap

The Return of the Mega-Caps. The shortened trading week featured renewed strength in the mega-cap stocks, which drove the outperformance of the Nasdaq Composite (+4.2%) and lifted the S&P 500 (+1.9%) and Dow Jones Industrial Average (+0.6%) in the process. Including the Russell 2000 (+2.2%), each index set new record highs. Continue reading

2020 Annual Market Review

This annual report features world capital markets performance for 2020. You’ll find data for various asset classes, sectors, countries, etc. We hope you find it informative. Continue reading

The Fallacy of “Avoiding Losses”

For most investors, the pain you feel from losses is greater than the joy you feel from gains in your investment portfolio. Think about it. If you’ve been investing for decades, what are you likely to never forget – years like 2016 where you made a lot of money in the market, or the 2008 financial crisis when stocks cratered and you witnessed your retirement accounts go up in smoke? Continue reading

January 15, 2021 Weekly Market Recap

The stock market faced some selling pressure during the second full week of January, but not before the Dow and Nasdaq reached fresh record highs. The two indices surrendered a respective 0.9% and 1.5% for the week while the S&P 500 also lost 1.5%. Small caps outperformed notably, allowing the Russell 2000 (+1.5%) to finish the week with a gain. Continue reading

Financial Synergies Welcomes Rachel Buckhoff!

As part of our commitment to providing the highest level of service to our clients, we’ve added a new financial advisor to our growing firm – Rachel Buckhoff. Please join us in welcoming Rachel to the Financial Synergies Team! Continue reading

2020: Reflecting on an Unprecedented Year

The year 2020 proved to be one of the most tumultuous in modern history, marked by countless developments that were historically unprecedented. But the year also demonstrated the resilience of people, institutions, and financial markets. Continue reading

January 8, 2021 Weekly Market Recap

Well, Happy New Year! I hope it was a good one for all of you. Santa Claus definitely showed up, as the new year kicked off with huge gains across the board. Continue reading

2020 Winners and Losers

To say that 2020 was a crazy year in the markets is an understatement. We saw the quickest and deepest bear market decline in history, a global pandemic, trillions of dollars of global stimulus, the highest volatility (VIX) on record, negative oil prices, election chaos, and the fastest recovery from a bear market ever. And I’m damn glad it’s over. Continue reading

Will Santa Claus Bring a Market Rally?

It’s that time of year again – you’ve probably heard a slew of catchy Wall Street sayings like, “Remember to Buy in November,” “the January Effect,” etc. And, of course, “The Santa Claus Rally.” This one’s been around forever and hopefully it comes through for us as we close out 2020 and head into 2021. I think we’ll all be glad to see 2020 in the rearview mirror for many reasons! Continue reading