Going Global is Essential

In the past two decades, there has been a decline in the number of US-listed, publicly traded companies. Should investors be worried about this change?

Is Your Retirement Planning Matching Up?

It’s no secret that the state of retirement readiness in America is lacking. Per a 2016 report by TIAA, nearly 2/3 of American adults surveyed said they were not concerned about running out of money in retirement.

March 17, 2017 Weekly Market Recap

After snapping a streak of six consecutive weekly gains, the stock market returned to its winning ways, with the S&P 500 adding 0.2% for the week.

Top Wealth Manager Ranking 2017

The Houston Business Journal has ranked Financial Synergies as a top wealth management and money management firm in Houston for three consecutive years.

March 10, 2017 Weekly Market Recap

After posting six consecutive weekly gains, the stock market saw its third weekly decline of 2017. However, just like the other two weekly down-ticks, this week's retreat was minor.

Financial Synergies Team Video

If there are people in your life who may benefit from our services, and we've never been introduced, please feel free to share our company video with them.

March 3, 2017 Weekly Market Recap

The stock market continued its relentless push higher, which resulted in the sixth consecutive weekly advance for the S&P 500 and Dow Jones Industrial Average, cruising past 21,000.

Financial Synergies Welcomes Kevin Nelson

Financial Synergies is excited to announce the addition of our newest advisor, Kevin A. Nelson. With 11-years of financial advisory experience, Kevin brings a wealth of knowledge and fresh perspectives to our team.

Strong Case for Raising Rates

Tuesday produced more highs for the major indices as investors didn't shy away from Fed Chair Yellen's less dovish testimony before the Senate Banking Committee.

Feb 10, 2017 Weekly Market Recap

The stock market secured its third consecutive weekly advance with the S&P 500 rising 0.8%. The benchmark index posted gains in four of the first six weeks of 2016 while the two down weeks in the middle of January shaved 0.25% off the index.

Feb 3, 2017 Weekly Market Recap

The past week was full of earnings data, economic data, and commentary from two major central banks, but the market shrugged off the busy event calendar, remaining near record levels.

Equity Expected Premiums

In this video blog I discuss the proven dimensions of returns within the equity universe, and the expected equity premiums we target.

Q4 2016 Market Review

This report features world capital market performance and a timeline of events for the past quarter.

Q4 2016 Newsletter

Our latest newsletter features articles on various topics including historical stock market performance, small-cap stocks, and post-election markets.

Budgeting to the Core

There are many techniques to mastering personal budgeting. Let's take a look at a few!

The Blog

Monthly Market Update: Rising Treasury Yields Cause Stocks & Bonds to Trade Lower

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