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Weekly insights on the markets, economy, and financial planning

Financial Synergies Completes 20-Year Internal Succession, Names Eight New Partners

  • May 8, 2025
  • Financial Synergies Wealth Advisors
As many of you already know, we’ve recently completed a carefully designed internal succession plan—one more than 20 years in the making.
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Recent Articles

  • 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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  • March 26, 2025
  • Mike Minter

Fed’s Rate Pause | What it Means for You

So far in 2025, the Fed has kept policy rates unchanged - why is the Fed on hold and how does it affect long-term investors?
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  • March 24, 2025
  • Mike Minter

Last Week on Wall Street: Fed Happy Talk? [Mar. 24-2025] – Video

Stocks notched a solid gain last week as upbeat comments from the Fed helped stocks snap their four-week losing streak.
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  • March 20, 2025
  • Mike Minter

Bearish Sentiment

Many investors seem to be pessimistic about the direction of the market. If history is any indicator though, that may be a bad time to get out of stocks.
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  • March 18, 2025
  • Mike Minter

Consumer Pessimism and Economic Risk

Consumers are the backbone of the U.S. economy, with consumer spending making up more than two-thirds of annual GDP.
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  • March 17, 2025
  • Mike Minter

Last Week on Wall Street: Rough Week, Friday Rally [Mar. 17-2025]

Investors endured another volatile, whipsaw week as ongoing trade talks and White House comments about the economy unsettled investors.
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  • March 14, 2025
  • Mike Minter

Chart of the Month | Understanding the Current Market Selloff

Stocks started 2025 trading higher but have since pulled back significantly - several factors are contributing to the current market selloff.
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  • March 12, 2025
  • Mike Minter

Are Recession Fears and Market Sell-Off Overblown?

While recessions are a normal function of an economic cycle, they are infrequent, and market sell-offs rarely lead to prolonged downturns.
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  • March 7, 2025
  • Mike Minter

The 2025 Stock Market Rotation: What it Means for Investors

As we move through the first quarter of 2025, a significant shift is occurring in the stock market that investors should be aware of.
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  • March 5, 2025
  • Mike Minter

Special Update: Trade Wars and Market Risk

President Trump recently confirmed tariffs on Canada, Mexico and China, dashing hopes of more extensions or last-minute deals.
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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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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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