Proactive year-end tax planning is a critical component of a comprehensive financial strategy, helping you align your actions with your long-term goals.
We’ve recently started introducing structured notes to some client portfolios, specifically a category known as callable yield notes (basically just a fancy term for income notes).
Structured notes, sometimes called callable yield notes or income notes, sound complex, but Financial Synergies' Heath Hightower and Mike Minter simplify them in our webinar and explain how they might fit into your long-term investment strategy.
Stocks ended mixed after a nail-biting week for investors, who grew anxious over megacap tech valuations and interest rates as the government shutdown came to an end.
Since 2008, significant lending activity has shifted to “non-depository financial institutions” (NDFIs) such as private credit funds, mortgage companies, insurance companies, online lenders, and more.
We’re proud to share that Financial Synergies Wealth Advisors has once again been recognized on Forbes’ list of America’s Top Registered Investment Advisors (RIAs) for the third year in a row.
Stocks rose last week as trade developments, positive Q3 corporate results, and momentum in megacap tech drove another rally, despite some cautious comments from the Fed.
While dividends are often seen as boring, especially compared to high-flying stocks that attract investor and media attention, the reality is that the role of dividends in portfolios should not be overlooked.
Stocks rose last week thanks to a full slate of upbeat third-quarter corporate results and mild inflation data, which helped soften concerns over trade tensions with China.
Please join our Chief Investment Officer, Mike Minter, for our quarterly webinar where we discuss ten relevant market and economic themes heading into the 4th quarter of 2025.
Bond Markets Are Quietly Pulling Their Weight in 2025