In theory, asset location is straightforward. In practice, investors rarely have the exact mix of taxable and tax-advantaged account balances needed to place every investment in its ideal location.
I am certainly guilty of making the statement, “the market hates uncertainty.” It’s a pretty common saying in the investing lexicon. But how logical is it?
The S&P 500 opened the week with back-to-back wins. Monday's marginal victory was fueled by the top-weighted technology and financials sectors while Tuesday's uptick took place despite the lack of sector leadership and crude oil's 2.5% decline.
Last week Bryan was a feature guest on Houston Matters, answering callers' questions about financial planning, retirement, and general financial advice.
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?
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.
The Houston Business Journal has ranked Financial Synergies as a top wealth management and money management firm in Houston for three consecutive years.
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.
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.
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 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.
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.
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.
May 5, 2017 Weekly Market Recap