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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

  • January 24, 2020
  • Mike Minter

4th Quarter 2019 Market Review

This report features world capital market performance and a timeline of events for the 4th Quarter 2019. It begins with a global overview, then reports the returns of stock and bond asset classes in the US and international markets. We hope you find it helpful and informative.
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  • January 22, 2020
  • Mike Minter

What a Slowdown in Manufacturing Means

A few weeks into 2020 and stock market volatility and global uncertainty have picked up steam. Geopolitical tensions with Iran are yet another source of investor concern, especially in the short run. This is nothing new of course - it just may feel especially pronounced to investors after the relative calm of the last several months.
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  • January 17, 2020
  • Mike Minter

January 17, 2020 Weekly Market Recap

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  • January 15, 2020
  • Mike Minter

A Decade in Review

Imagine it is early January 2010 and you are reading a review of the financial markets. Investors have been on a roller coaster over the past three years, living through the stress of the global financial crisis and market downturn of 2008 - 2009, then experiencing the recovery that began in March 2009 and is still going strong.
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  • January 10, 2020
  • Mike Minter

January 10, 2020 Weekly Market Recap

Stock market returns to winning ways as geopolitical tensions subside. The large-cap indices hit new record highs this week, as tensions in the Middle East were de-escalated and technology stocks continued to outperform.
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  • January 7, 2020
  • Will Goodson

Congress Passes SECURE Act

Congress recently passed the Setting Every Community Up for Retirement Enhancement, or SECURE Act. The bill marks some of the most significant changes to retirement policy in more than a decade.
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  • January 3, 2020
  • Mike Minter

January 3, 2020 Weekly Market Recap

The stock market ended a stellar 2019 on a quiet note, started 2020 with a bang, then succumbed to some profit taking after a U.S. airstrike escalated tensions in the Middle East. By week's end, the S&P 500 declined 0.2%, the Dow Jones Industrial Average declined 0.04%, and the Russell 2000 declined 0.5%. The Nasdaq Composite, however, did increase 0.2%.
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  • January 2, 2020
  • Mike Minter

Seeing Clearly in 2020

The start of a new year is a time to reflect and plan. For me, this means understanding what's driving the markets and economy, reviewing portfolios and financial goals, and reminding myself of the basic principles of investing.
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  • December 30, 2019
  • Mike Minter

Hindsight Is 20/20. Foresight, Not So Much.

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  • December 20, 2019
  • Mike Minter

December 20, 2019 Weekly Market Recap

As we head into the Christmas break, the S&P 500 reached another milestone, surpassing the 3200 level in a 1.7% advance this week. The Dow Jones Industrial Average (+1.1%) and Nasdaq Composite (+2.2%) also rallied further into record territory. The Russell 2000 kept pace with the Nasdaq with a solid 2.1% weekly gain.
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  • December 16, 2019
  • Mike Minter

Taking Stock of 2019, Looking to 2020

We have much to be thankful for this year. Stock markets are riding high as we approach the end of 2019. The S&P 500 has returned nearly 30% with dividends, the MSCI EAFE index of developed markets is up over 21%, and the MSCI Emerging Markets index has gained about 15%.
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  • December 10, 2019
  • Mike Minter

Trade Headlines Can Be Misleading

It's no secret that U.S.-China trade talks have dominated market headlines in 2019. Escalating tariffs on both sides of the Pacific and the possibility of an extended trade war have led to swings in the stock market all year long.
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  • November 22, 2019
  • Mike Minter

November 22, 2019 Weekly Market Recap

The S&P 500 snapped a six-week winning streak, although it declined just 0.3% this week. The Dow Jones Industrial Average (-0.5%), Nasdaq Composite (-0.3%) and Russell 2000 (-0.5%) performed in-line with the benchmark index this week, reflecting a broad-based lack of conviction.
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  • November 20, 2019
  • Financial Synergies Wealth Advisors

It’s Official, Brock is a CFP®!

Join us in congratulating Brock Hedgecoke on officially becoming a CERTIFIED FINANCIAL PLANNER™ practitioner! Brock completed the education requirements and passed the exam some time ago, but just recently met the experience mandate allowing him to use the CFP® marks.
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  • November 19, 2019
  • Mike Minter

The 2020 Presidential Election and the Market

With the 2020 Presidential Election less than a year away, it's natural to be concerned about the impact of politics on the stock market and economy. After all, the past three years have been politically turbulent to say the least.
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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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