FinSyn Insights

Weekly insights on the markets, economy, and financial planning

We say we’re fine with the ups and downs but it still frustrates us when we see our accounts at a temporary loss.
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!
In recent months the European Central Banks and the Bank of Japan have instituted a policy of negative interest rates.
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.
Value stocks were outpaced by growth stocks by a significant margin last year, and there is certainly a longer-term trend in play.
Exchange Traded Funds (ETFs) are pooled investment vehicles where investors can get broad-based exposure to different asset classes.
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.
In early April, the Department of Labor released its final version of its fiduciary rule for financial advisors.
This report features world capital market performance and a timeline of events for the past quarter.
There's a new Social Security rule going into effect at the end of this month, and it could impact when you decide to start collecting your benefits.

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