Financial Synergies Ranks High on InvestmentNews’ List of Best Places to Work for Financial Advisors 2024

We’re thrilled to share that Financial Synergies Wealth Advisors has been named a Best Place to Work for Financial Advisors in 2024 by InvestmentNews.

How Presidential Elections Affect the Stock Market

With the 2024 presidential election season heating up, there will no doubt be a flurry of daily headlines between now and election day.

Week In Perspective: Tech and AI Lead [Mar. 4-2024]

Stocks extended their tech-led advance last week as signs of a resilient and still-enthusiastic consumer boosted momentum.

Important Resources for Filing Your 2023 Tax Return

We're in the thick of tax season, so we wanted to provide some additional resources as you prepare to file your 2023 tax return.

The Stock Market in 2024

The S&P 500 broke the 5,000 level recently for the first time in history as investors embraced euphoria and rallied.

Week In Perspective: New Highs on AI [Feb. 26-2024] – Video

Stocks vaulted to new heights last week on the back of an artificial intelligence (AI) semiconductor company, marking investors’ belief that AI has the potential to transform the U.S. economy.

Finance Tips and Hidden Costs For Snowbirds

The number of snowbirds migrating to enjoy warmer temperatures, like Texas and Florida, for the winter continues to grow.

Week in Perspective: Markets Retreat on Inflation, Economy [Feb. 20-24] – Video

Stocks fell last week as investors reacted to disappointing inflation updates and other economic reports that fell short of estimates.

How Loss Aversion and the Sequence of Returns Impacts Us

It is far more important for investors to build a portfolio and financial plan that they can stick with through good and bad times, rather than a portfolio with the best theoretical returns.

Week In Perspective: S&P 500 Tops 5,000 [Feb. 12-24] – Video

The stock market experienced solid gains last week, concluding the trading week on a positive note, as the S&P 500 topped 5,000.

Benefits of a Donor Advised Fund

One great option for combining charitable giving strategies and tax savings goals is a Donor Advised Fund, or DAF.

Week In Perspective: Mixed Fed Message [Feb. 5-24] – Video

Stocks pushed higher last week as investors cheered mega-cap tech corporate reports and a better-than-expected employment report.

What History Says About Markets at All-Time Highs

The stock market has achieved several new all-time highs this year following last year's bull market recovery, but what does history tell us?

Market Recap: Big Tech Excitement Continues [Jan. 29-24] – Video

Big tech was back last week, pushing the Dow and the S&P 500 to new highs early in the week as markets resumed the late Q4 rally.

What The SEC’s Bitcoin ETF Approval Means For Investors

Why did the SEC approve these ETFs, what were their concerns, and what does this mean for everyday investors?

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