The Blog

Weekly insights on the markets, economy, and financial planning

2nd Quarter 2025 Market and Economic Review

In Q2, caution gave way to renewed optimism as tensions eased, tariffs had a limited economic impact, and companies posted stronger than expected Q1 earnings.

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Week In Perspective: Short Week Strong For Stocks [Nov. 27-23] – VIDEO included

Investor enthusiasm for stocks remained strong last week, buoyed by declining bond yields in a holiday-abbreviated trading week.

Reasons to be Thankful After a Volatile Year

Over the past year, investors have navigated many challenges due to interest rate swings, the banking crisis, inflation, and more.

Week In Perspective: November Rally!! [Nov. 20-23]

Stocks extended their November rally last week as investors cheered lower-than-forecast inflation data.

Negotiating Your Next Mortgage

In the market for a new home? It's no secret that the days of 2-3% mortgage rates are over. And they may not be coming back any time soon.

Week In Perspective: Stocks Rally; Powell Cautions [Nov. 13-23] (Video Included)

A powerful Friday market rally left stocks higher last week, extending the market’s early November gains; Powell cautious.

Goldilocks and the Jobs Report

The softening of an otherwise strong labor market coupled with improvements in inflation represent the Goldilocks situation investors have been hoping for.

Week In Perspective: Stocks Pop, Jobs Cool [Nov. 06-23] (Video Included)

Stocks ripped higher last week on a dramatic retreat in bond yields triggered by easing inflation and a slowing labor market.

The Magnificent 7 Market

Much of the US market’s YTD gains through the 3rd Quarter of 2023 came from just 10 companies - including the "Magnificent 7."

Should You Accept A Free Credit Lock?

Here, we'll explore what a credit lock is, how it differs from a credit freeze, and whether or not it's a good idea to accept a free credit lock offer.

Week In Perspective: Stocks Dip On Cautious Earnings [Oct. 30-23] (Video Included)

Amid a busy week of corporate earnings reports, stocks slumped on cautious earnings guidance, fears of higher interest rates, and growing anxiety over the increasing amount of Treasury bonds and notes coming to market.

Financial Synergies Earns Spot on Forbes List of America’s Top RIAs 2023

We are thrilled to announce that Financial Synergies has earned a spot on Forbes List of America's Top RIAs for 2023! This is an elite group of financial advisory firms across the country, and we are just honored to be a part of it.

How Middle East Conflicts Have Historically Impacted Markets

From the perspective of investors, it's always important to separate feelings and beliefs around politics and global matters from portfolio decisions.

Week In Perspective: Stocks Retreat Despite Solid Earnings [Oct 20-23] (Video Included)

Rising bond yields and uncertainty over whether this was the close of the Fed’s rate-hike cycle dragged markets lower last week despite solid corporate earnings results.

Social Security & Medicare Changes for 2024

The Social Security Administration recently announced that benefits for 2024 will increase by 3.2%. This is a noticeable change from the 8.7% increase seen in 2023. It marked one of the largest increases in nearly 40 years.

Week In Perspective: Turmoil In Middle East, Inflation Concerns [Oct 16-23] (Video Included)

Stocks ended mixed last week amid the outbreak of hostilities in the Middle East and higher-than-expected inflation data.

[Video] 3rd Quarter 2023 Market & Economic Commentary

[Video] Please join our Chief Investment Officer, Mike Minter, for a discussion and analysis of the 3rd Quarter of 2023.

3rd Quarter 2023 Market Review and Commentary

Our quarterly market review and commentary - 3rd Quarter of 2023, discussing and analyzing the markets and economy in the 3rd Quarter.

Week In Perspective: Stocks Rally | Strong Jobs Report [Oct 9-23] (Video Included)

Stocks rallied on Friday after a stronger employment report than Wall Street expected. Treasury yields spiked.

What’s Up With Your Bonds? (Video)

In this video we'll be discussing the current environment for bonds and how this all impacts your investment portfolio.

5 Insights for 4th Quarter 2023

As the 4th quarter of 2023 begins, markets are grappling with rising interest rates and continued economic uncertainty.

Week In Perspective: Yields Rise, Shutdown Looms [Oct 2-23]

Last Week on Wall Street - Rising bond yields and government shutdown fears left stocks in mostly negative territory for the week.

Financial Synergies Wealth Advisors

4400 Post Oak Pkwy #200
Houston, TX 77027

Financial Synergies Wealth Advisors is a fee-only, fiduciary Financial Advisor in Houston, Texas. We specialize in wealth management services, including comprehensive financial planning and investment management.

For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses in Houston, Texas and around the country.

Wealth Management Services include financial planning, retirement planning, investment management, tax planning, insurance planning, estate planning, and company retirement plans.

Are we right for you?

Find out if we’re a good match for your financial planning and investment management needs. We offer a free, no-obligation consultation to help us get to know each other. We can meet by phone, in-person, or online.

Financial Advisor Houston, TX
4400 Post Oak Pkwy #200Houston, TX 77027

Financial Synergies Wealth Advisors

4400 Post Oak Pkwy #200
Houston, TX 77027

For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses in Houston, Texas and around the country.

Wealth Management Services include financial planning, retirement planning, investment management, tax planning, insurance planning, estate planning, and company retirement plans.

The Blog

2nd Quarter 2025 Market and Economic Review

Subscribe to Our Blog

Recent Articles

Week In Perspective: Short Week Strong For Stocks [Nov. 27-23] – VIDEO included

Reasons to be Thankful After a Volatile Year

Week In Perspective: November Rally!! [Nov. 20-23]

Negotiating Your Next Mortgage

Week In Perspective: Stocks Rally; Powell Cautions [Nov. 13-23] (Video Included)

Goldilocks and the Jobs Report

Week In Perspective: Stocks Pop, Jobs Cool [Nov. 06-23] (Video Included)

The Magnificent 7 Market

Should You Accept A Free Credit Lock?

Week In Perspective: Stocks Dip On Cautious Earnings [Oct. 30-23] (Video Included)

Financial Synergies Earns Spot on Forbes List of America’s Top RIAs 2023

How Middle East Conflicts Have Historically Impacted Markets

Week In Perspective: Stocks Retreat Despite Solid Earnings [Oct 20-23] (Video Included)

Social Security & Medicare Changes for 2024

Week In Perspective: Turmoil In Middle East, Inflation Concerns [Oct 16-23] (Video Included)

[Video] 3rd Quarter 2023 Market & Economic Commentary

3rd Quarter 2023 Market Review and Commentary

Week In Perspective: Stocks Rally | Strong Jobs Report [Oct 9-23] (Video Included)

What’s Up With Your Bonds? (Video)

5 Insights for 4th Quarter 2023

Week In Perspective: Yields Rise, Shutdown Looms [Oct 2-23]

Financial Synergies Wealth Advisors

Financial Synergies Wealth Advisors

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