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Weekly insights on the markets, economy, and financial planning

Beyond the S&P 500: Opportunities for Diversification

  • May 29, 2025
  • Mike Minter
While the S&P 500 and Dow remain important benchmarks, investors should consider the benefits of diversifying across many other parts of the market, including smaller companies and international stocks.
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Recent Articles

  • April 25, 2025
  • Mike Minter

Is The Market Recovery Here? Historical Perspective.

Over the past two months, markets have fallen sharply. However, we've also seen a significant recovery over the past few weeks.
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  • April 24, 2025
  • Mike Minter

Bond Volatility and the Battle Over Fed Policy

For bond investors, especially those who rely on their portfolios for income, the current environment may present both challenges and opportunities for their financial plans.
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  • April 20, 2025
  • Mike Minter

Last Week on Wall Street: Market Slips as Q1 Reports Arrive [April. 21-2025]

U.S. stocks slipped over the shortened trading week as Q1 corporate earnings reports started to roll in.
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  • April 15, 2025
  • Mike Minter

The Bigger Picture on U.S. and China Tensions

Trade tensions between the United States and China have escalated in recent weeks, with both countries implementing unprecedented tariff increases.
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  • April 14, 2025
  • Mike Minter

1st Quarter 2025 Market and Economic Review

Stocks fell in the first quarter after two consecutive years of gains exceeding +20%. The year started off strong, with the S&P 500 reaching a new all-time high in mid-February.
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  • April 14, 2025
  • Mike Minter

Last Week on Wall Street: Tariffs Paused, Stocks Rocket

Stocks rallied on Monday after a report surfaced that the administration was considering a 90-day pause on tariffs.
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  • April 11, 2025
  • Mike Minter

This Isn’t the First Crisis. It Won’t Be the Last. And That’s Okay.

If you're feeling uneasy about the markets right now, you're not alone. I'd be lying if I said this is easy.
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  • April 10, 2025
  • Mike Minter

Quarterly Webinar: Q2 2025 Market and Economic Themes

Please join our Chief Investment Officer, Mike Minter, for our quarterly webinar where we discuss ten relevant market and economic themes heading into the 2nd quarter of 2025.
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  • April 8, 2025
  • Mike Minter

Playing Offense and Defense in Challenging Markets

In sports as well as investing, a winning strategy requires a combination of both offense and defense, especially in challenging markets.
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  • April 7, 2025
  • Mike Minter

Last Week on Wall Street: Tariff Panic [Apr. 7-2025] – Video

Panic set in as stocks fell broadly last week as domestic and foreign markets reacted to the White House’s tariffs.
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  • April 6, 2025
  • Mike Minter

Rough Week… the Market is Tempting You

The market is tempting you to make the classic mistake: thinking it's different this time, causing you to derail your long-term financial plan and investment strategy.
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  • April 3, 2025
  • Mike Minter

Special Update: Reciprocal Tariffs and the Market Reaction

On April 2, President Trump announced new tariffs on nearly all major trading partners. The market is selling off - let's tackle this head-on.
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  • April 1, 2025
  • Mike Minter

5 Important Tax Considerations for Your Financial Planning

Albert Einstein reportedly once told his accountant, "the hardest thing in the world to understand is income taxes."
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  • March 31, 2025
  • Mike Minter

The Trade War Groundhog Day

With the stock market back near correction territory due to tariff concerns, some investors may feel as if the market is stuck in a “Groundhog Day” loop.
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  • March 31, 2025
  • Mike Minter

Last Week on Wall Street: Tariffs Reaction [Mar. 31-2025]

Stocks moved lower last week as investors swung from exuberance to disappointment on news over tariffs and inflation.
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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.

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

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.

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