FinSyn Insights

Weekly insights on the markets, economy, and financial planning

It’s hard to believe that just six years ago we experienced one of the worst global economic and stock market meltdowns in history. However, since then stocks have experienced a meteoric rise. U.S. stocks have been dominating the recovery and …
Our first newsletter of 2015 is packed with firm updates and exciting new technology. View it below, or download it here. Q1 2015 Newsletter from Financial Synergies Asset Management, Inc
I attended a seminar last week where I heard a presentation from Bill Bachrach, a well-known coach and speaker within the financial services industry. During his presentation he said, “Success is the cumulative effect of doing all of the little …
The Administration’s 2016 budget calls for the death of the Stretch IRA, once again. The Stretch IRA is an estate planning tactic that provides a lifetime payout for the beneficiary of an IRA, potentially “stretching” the proceeds across multiple beneficiaries …
Last week I received an unsettling email; a college friend of mine was lamenting about how he fell victim to a cyberattack…his family’s business email account had just been hacked. The perpetrator, after gaining access to sensitive company information, sent numerous …
I grew up in an insurance home. My dad, Herb, was an insurance agent for 32 years, with a particular passion for helping people with life insurance. My mom, Kathey, was an agent in the late 1990s and was asked …
Financial Synergies was named a top wealth management firm and one of the largest money managers by Houston Business Journal for 2014.
A few years ago the CFP Board of Standards, Inc. initiated a public awareness campaign. Their goal is to educate the public on the importance of working with a qualified financial advisor. They encourage everyone to seek advice from a …
The White House has called upon the Department of Labor to hold financial brokers and professionals to a higher Fiduciary Standard. The Fiduciary Standard is a simple yet important concept. Simply put, when advisors act as fiduciaries, they are placing …
As mentioned in my last article, we’ve added some ETFs (exchange-traded funds) to most of our portfolio allocations. ETFs have been around for many years and are one of the more liquid, efficient and transparent investment vehicles available. They are …

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