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Weekly insights on the markets, economy, and financial planning

Special Update: What U.S.-China Trade Progress Means for Investors

  • May 12, 2025
  • Mike Minter
The recent trade announcement between the U.S. and China reverses many of the tariffs that rattled financial markets beginning in April.
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Recent Articles

  • March 17, 2020
  • Mike Minter

What to Know About Bear Market Pullbacks

After 11 years, a perfect storm around the new coronavirus has pushed markets into bear territory. The World Health Organization officially declared the COVID-19 outbreak a pandemic, markets were disappointed by government policy responses, and containment measures increased as cases continue to rise globally.
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  • March 6, 2020
  • Mike Minter

March 6, 2020 Weekly Market Recap

Believe it or not, after all the volatility this week, the S&P 500 and Dow Jones actually gained ground, adding 0.6% and 1.8% respectively. The week's positive change masks the fact that the S&P 500 bounced around a 235-point range since last Friday.
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  • March 6, 2020
  • Mike Minter

Coronavirus Update

What's the old saying in Texas? "If you don't like the weather, just wait a minute." That's what watching this market is like. We're experiencing record ups and downs on a daily basis. But, as Mike Booker stated yesterday, "this storm will pass."
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  • March 3, 2020
  • Mike Minter

The Underlying Bond Rally

The coronavirus remains the focus, as the market took another gut punch today (03/03/2020) right after yesterday's historic gain. To probably no one's surprise, the roller coaster continues. Investors are reacting to headlines on the spread of the coronavirus around the globe, now officially known as COVID-19, as well as recent mixed economic data. After a relatively calm year for the markets in 2019, it's important to maintain perspective and stay disciplined.
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  • March 3, 2020
  • Mike Minter

State of the Markets and Rebalancing Your Portfolio

Now that's what you call volatility! And what a difference a day makes. Monday, in a dramatic reversal from last week's steep losses, the US stock market posted its best performance in more than a decade. The Dow Jones Industrial Average surged 1,293.96 points (+5.1%) in its biggest one-day percentage gain since 2009, and its biggest point gain ever.
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  • February 28, 2020
  • Mike Minter

February 28, 2020 Weekly Market Recap

Folks, there is no sugarcoating it - this was a truly ugly week for investors around the globe. The stock market endured its worst performance since 2008, as the S&P 500 fell 11.5% while the Dow Jones Industrial Average surrendered 12.4%.
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  • February 27, 2020
  • Will Goodson

Financial Synergies Opens Branch Office in Tyler, Texas

We are excited to announce the opening of our new branch office in Tyler, TX. This is Financial Synergies’ first office beyond the greater Houston area. Having been with the firm since 2015, I’m very excited to help lead this new venture for the firm. As we have continued to experience tremendous growth, we felt this was a unique opportunity to extend our footprint and serve the wealth management needs for families in the greater East Texas area.
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  • February 24, 2020
  • Mike Minter

Coronavirus and Market Contagion

The coronavirus continues to impact the global stock markets negatively, and today was particularly gruesome. The Dow Jones Industrial Average dropped more than a 1,000 points (-3.56%). Just an unusually ugly day in the market by any measure of comparison.
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  • February 21, 2020
  • Mike Minter

February 21, 2020 Weekly Market Recap

The stock market hits new highs mid-week but sells off at the end. The S&P 500 (-1.3%) and Nasdaq Composite (-1.6%) set new intraday and closing records this week as investors remained unconcerned by the coronavirus, but stocks sold off to end the week amid a pervasively defensive tone. The Dow Jones Industrial Average lost 1.4%, and the Russell 2000 lost 0.5%.
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  • February 18, 2020
  • Will Goodson

The SECURE Act and its Impact on Retirement Account Beneficiaries

Last month, we discussed the passing of the Setting Every Community Up for Retirement Enhancement, or SECURE Act. In the article, we reviewed many of the changes this legislation made to the retirement planning landscape.
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  • February 14, 2020
  • Mike Minter

February 14, 2020 Weekly Market Recap

Market stays bullish in February. It was another record-setting week, as the market remained undeterred by the coronavirus and stayed on its bullish trend. The Nasdaq Composite (+2.2%) and Russell 2000 (+1.9%) set the pace, followed by the S&P 500 (+1.6%) and Dow Jones Industrial Average (+1.0%).
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  • February 11, 2020
  • Mike Minter

Economy Is Stable Despite Public Health Emergency

The stock market continues to react to coronavirus headlines on a daily basis - with both negative and positive market swings. As the death toll rises (primarily in China at the moment), the fact that this is a human tragedy and not just an economic or financial one should not be diminished.
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  • February 7, 2020
  • Mike Minter

February 7, 2020 Weekly Market Recap

The stock market rallied to new heights this week, as investors looked past coronavirus concerns and drew support from positive fundamentals. The Nasdaq Composite outperformed with a 4.0% weekly gain, followed by the S&P 500 (+3.2%), Dow Jones Industrial Average (+3.0%), and Russell 2000 (+2.7%).
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  • February 7, 2020
  • Mike Minter

Emerging Markets Struggling, But Improving

Emerging markets stocks are in the red this year due to fears of the spreading coronavirus and geopolitical instability. The Chinese stock market, at the epicenter of the public health crisis, and emerging markets more broadly, have taken the brunt of the hit.
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  • February 3, 2020
  • Mike Minter

January 31, 2020 Weekly Market Recap

This update is a little behind - my apologies! The S&P 500 limped into the close last Friday as fears of a global contagion reverberated through financial markets and rekindled worries of a potential worldwide recession resulting in the worst week for the S&P in six months.
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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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