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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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After a Huge Year, are Stocks Due for a Drop in 2025?

Stocks don’t necessarily need a “breather” simply because they’ve risen sharply two years in a row, and history doesn't support this notion.

Chart of the Month | S&P 500 Sets More Than 50 New Highs in 2024

The past two years have been remarkable for investors, with the S&P 500 posting back-to-back gains of over +20%.

Last Week on Wall Street: Tech on Top [Dec. 16-2024] – Video

Tech was up, but stocks finished the week mixed, bookending losses around midweek gains as investors digested fresh inflation data.

Top 11 Tax Reduction Strategies for High Earners

As a high-income earner, you still have many options to reduce your taxes. In this article we'll discuss some of the most effective tax reduction strategies for high earners.

What Will The Trump Administration Do First?

Now that the election is over, what will the Trump administration prioritize in the new year that may impact the markets?

Last Week on Wall Street: Markets Mixed; Jobs Back on Track [Dec.9-2024]

After two hurricanes and an aircraft maker strike weighed on the labor market in October, the November jobs report released Friday gave investors what they were looking for.

Small-Cap Stocks and the “Trump Bump”

Small-cap stocks have been on a tear since the beginning of November, skyrocketing on election day.

Monthly Market Update: Stocks Trade Higher as Market Reacts to Election Results

The U.S. presidential election results fueled November’s stock market rally, as investors focused on the incoming administration’s policy agenda and its implications.

Last Week on Wall Street: Solid Gains for Thanksgiving [Dec. 2-2024]

Stocks staged a broad-based rally to start the week as investors reacted to the nominee for Secretary of the Treasury.

3 Reasons Investors Can Be Thankful This Holiday Season

Despite periods of uncertainty around the Federal Reserve, the presidential election, and geopolitical conflicts, the stock market has delivered exceptional returns in 2024.

Last Week on Wall Street: Pre-Holiday Optimism Lifts Markets [Nov. 25-2024]

Stocks advanced last week, powering ahead with pre-holiday optimism despite geopolitical tensions and two disappointing Q3 corporate updates.

How to Reduce Taxes in Retirement: Key Strategies

Understanding how to reduce taxes in retirement is crucial for maximizing your savings, and should be part of your financial plan.

$36 Trillion National Debt! | Should You Worry?

The national debt is upwards of $36 trillion, according to the U.S. Treasury, a fact that has fueled concerns among investors and economists.

Chart of the Month | Early Post-Election Takeaways: Comparing 2024 to 2016

The election is over, and global markets are analyzing the outcome and starting to adjust for the upcoming Trump administration.

Last Week on Wall Street: Rally Loses Steam; Fed Weighs Move [Nov. 18-2024]

Stocks fell last week as the post-election rally lost momentum amid an inflation uptick and cautious comments from Fed officials.

The Trump Trade and Valuations

Today, market enthusiasm is the result of the “Trump trade,” which refers to investments that benefit from the expected policies of the next administration.

Last Week on Wall Street: Post Election Surge [Nov. 11-2024] – Video

Stocks surged higher last week, fueled by the Fed’s interest rate cut decision and post-election enthusiasm.

Special Update: The Election is Over, So What Comes Next? [VIDEO]

After a historic campaign, Donald Trump has won the 2024 presidential election and Republicans have won control of the Senate.

Monthly Market Update: Treasury Yields Rise Following the Fed’s September Rate Cut

It may seem counterintuitive, but since the Fed’s September meeting, Treasury yields have risen sharply amid interest rate cuts.

Why Are Interest Rates Rising Amid Fed Cuts?

An important yet counterintuitive issue recently is that long-term interest rates have risen in recent weeks despite the Fed’s latest cuts.

Last Week on Wall Street: Stocks Retreat on Jobs and Election [Nov. 4-2024]

Stocks slid last week as mixed economic data, election concerns, and strong-but-not-spectacular Q3 corporate reports failed to inspire investors.

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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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

After a Huge Year, are Stocks Due for a Drop in 2025?

Chart of the Month | S&P 500 Sets More Than 50 New Highs in 2024

Last Week on Wall Street: Tech on Top [Dec. 16-2024] – Video

Top 11 Tax Reduction Strategies for High Earners

What Will The Trump Administration Do First?

Last Week on Wall Street: Markets Mixed; Jobs Back on Track [Dec.9-2024]

Small-Cap Stocks and the “Trump Bump”

Monthly Market Update: Stocks Trade Higher as Market Reacts to Election Results

Last Week on Wall Street: Solid Gains for Thanksgiving [Dec. 2-2024]

3 Reasons Investors Can Be Thankful This Holiday Season

Last Week on Wall Street: Pre-Holiday Optimism Lifts Markets [Nov. 25-2024]

How to Reduce Taxes in Retirement: Key Strategies

$36 Trillion National Debt! | Should You Worry?

Chart of the Month | Early Post-Election Takeaways: Comparing 2024 to 2016

Last Week on Wall Street: Rally Loses Steam; Fed Weighs Move [Nov. 18-2024]

The Trump Trade and Valuations

Last Week on Wall Street: Post Election Surge [Nov. 11-2024] – Video

Special Update: The Election is Over, So What Comes Next? [VIDEO]

Monthly Market Update: Treasury Yields Rise Following the Fed’s September Rate Cut

Why Are Interest Rates Rising Amid Fed Cuts?

Last Week on Wall Street: Stocks Retreat on Jobs and Election [Nov. 4-2024]

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