Commodities such as oil, gold, agriculture, etc., can make for a difficult investment. As an investor, sometimes the experience is far different from what you expected.
Recently there were some enhancements made to your client portal. We've incorporated these into a new client view that we think will improve your online experience.
In this video, David Butler of Dimensional Fund Advisors (DFA), tells his story of a past experience with a stock broker, and discusses the value of working with an independent financial advisor.
Financial Synergies is honored to be on FA Magazine's RIA Ranking list for 2016. We are ranked the highest in Houston, we are 13th in our category, and 310th overall.
The date was December 31, 1999. I remember going to Wal-Mart to search the picked-over shelves for bottled water, canned food, and ammunition. Why? Y2K was coming!
If you received your Schwab monthly statement in the past week, you may have seen an insert in the mailing talking about some upcoming changes to the way Schwab will be reporting your account activity going forward.
A meeting with a prospective client several weeks ago has stuck with me in a way that few meetings have in my career. As we learn about the goals and aspirations of the people with whom we work, we also hear about their frustrations with previous financial advisors.
I think “roller coaster” would be the optimal word in describing the first quarter of 2016. We got off to one of the worst starts in U.S. market history.
Last week, I had the pleasure of meeting Dr. Michael Winters when we both appeared as guests on the Houston Matters radio program. During the program, we talked about both financial and non-financial aspects of transitioning to retirement, topics that are way too expansive to cover in a short radio segment.
I recently had a conversation with a client in her early 60s who is about to retire. As we talked about keeping a long term perspective despite recent market pressures, she noted that “Your long term and my long term …
What 7% Mortgages Mean for Housing and the Economy