The Blog

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.

Subscribe to Our Blog

Trump vs. Harris: Financial Planning

Perhaps the most complex area when it comes to the outcome of the election is tax policy - specifically "The Tax Cuts and Jobs Act."

How Retirees Can Navigate Cost of Living Challenges

Given the difficult inflationary conditions of the past few years, the risk that worries most retirees continues to be outliving their savings.

Last Week on Wall Street: Stocks Mixed Ahead of Election [Oct. 28-2024] – Video

Stocks were mixed last week as fresh economic data points and election-related uncertainty slowed market momentum.

2024 Gold Rally

Along with the uncertainty of the past few years, it’s no wonder that we're seeing a 2024 gold rally as prices have risen to record levels above $2,700 per ounce.

Last Week on Wall Street: Sixth Week of Gains [Oct. 21-2024] – Video

Stocks posted their sixth week of gains last week, with quarterly earnings season in full swing and the election on the horizon.

Financial Synergies Earns Spot on Forbes List of America’s Top RIAs 2024

We are thrilled to announce that Financial Synergies has earned a spot on Forbes List of America's Top RIAs for 2024! This is an elite group of financial advisory firms across the country, and we are just honored to be a part of it.

Chart of the Month | Uncharted Territory: Understanding This Economic Cycle

The economy is in uncharted territory. Figure 1 graphs the Leading Economic Index (LEI), which tracks ten data points that tend to change before the overall economy does.

The Impact of Tax Proposals and the Election

With a couple of weeks until the presidential election, the tax policy platforms for Donald Trump and Kamala Harris are gradually forming.

Quarterly Webinar: Q4 2024 Market and Economic Themes

Please join our Chief Investment Officer, Mike Minter, for our quarterly webinar where we discuss ten relevant market and economic themes heading into the 4th quarter of 2024.

Last Week on Wall Street: Oil and Jobs [Oct. 7-2024]

Stocks were essentially unchanged last week as geopolitical tensions added some volatility to an otherwise quiet trading week.

3rd Quarter 2024 Market and Economic Review

The major development in 3Q 2024 was the Federal Reserve’s decision to cut interest rates by -0.50%, the first rate cut of this cycle.

Should I Change My Medicare Coverage During 2024 Open Enrollment?

This year's Medicare Open Enrollment Period begins on October 15, 2024. Are you satisfied with your coverage?

5 Insights on the Fed, Election, and Volatility in Q4 2024

As we enter the final stretch of the year, here are 5 Insights on the Fed, Election, and Volatility in Q4 2024.

Last Week on Wall Street: Rate Cut Momentum [Sep. 30-2024] – Video

Stocks moved higher last week, continuing to build on the momentum generated after the Federal Reserve decided to cut short-term rates by 0.50%.

How Often Should I Update My Estate Plan?

Estate strategies for the future may be essential, especially when it comes to securing the well-being of your loved ones after you're gone.

Fed Rate Cuts: What Happens Now?

As a follow up to my recent video on this subject, I thought it would make sense to dive a little deeper into the recent Fed rate cuts, and what happens now.

Last Week on Wall Street: Half-Point Cut [Sep. 23-2024]

Stocks moved higher last week after the Federal Reserve’s half-point rate cut, a more significant cut than some investors anticipated.

The Fed Makes the “Bolder” Choice | How Does This Affect You? [VIDEO]

Here's a quick video analysis of the Fed's rate cut decision and how it may affect you. Nothing fancy, just the facts.

Chart of the Month: Investing Based on Politics is a Bad Idea

As the 2024 presidential election approaches, Americans are preparing to vote in what polls forecast to be a tight race.

Last Week on Wall Street: Stocks Score Best Week of 2024 [Sep. 16-2024] – Video

Stocks rallied to end the best week of 2024, as investors received better-than-expected consumer and producer inflation data.

Your Move, Fed

All eyes will be on the Fed this coming week, as they are set to finally begin reducing rates.

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.

Are we right for you?

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

Trump vs. Harris: Financial Planning

How Retirees Can Navigate Cost of Living Challenges

Last Week on Wall Street: Stocks Mixed Ahead of Election [Oct. 28-2024] – Video

2024 Gold Rally

Last Week on Wall Street: Sixth Week of Gains [Oct. 21-2024] – Video

Financial Synergies Earns Spot on Forbes List of America’s Top RIAs 2024

Chart of the Month | Uncharted Territory: Understanding This Economic Cycle

The Impact of Tax Proposals and the Election

Quarterly Webinar: Q4 2024 Market and Economic Themes

Last Week on Wall Street: Oil and Jobs [Oct. 7-2024]

3rd Quarter 2024 Market and Economic Review

Should I Change My Medicare Coverage During 2024 Open Enrollment?

5 Insights on the Fed, Election, and Volatility in Q4 2024

Last Week on Wall Street: Rate Cut Momentum [Sep. 30-2024] – Video

How Often Should I Update My Estate Plan?

Fed Rate Cuts: What Happens Now?

Last Week on Wall Street: Half-Point Cut [Sep. 23-2024]

The Fed Makes the “Bolder” Choice | How Does This Affect You? [VIDEO]

Chart of the Month: Investing Based on Politics is a Bad Idea

Last Week on Wall Street: Stocks Score Best Week of 2024 [Sep. 16-2024] – Video

Your Move, Fed

Financial Synergies Wealth Advisors

Financial Synergies Wealth Advisors

Legal

Quick Links

Highlights

The Blog

Subscribe to Our Blog

Recent Articles

Financial Synergies Wealth Advisors

Financial Synergies Wealth Advisors

Legal

Quick Links

Highlights

Download Your Free Guide

Fill out the form below for instant access