- April 15, 2016
- Financial Synergies
Financial Synergies was ranked a top wealth management firm in Houston by Houston Business Journal for 2016.
FinSyn Insights
Weekly insights on the markets, economy, and financial planning
- March 18, 2016
- Bryan Zschiesche
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.
- March 7, 2016
- Financial Synergies
In case you missed it, you can listen here to our very own Bryan Zschiesche discussing tips on transitioning to retirement with Houston Matters.
- February 25, 2016
- Bryan Zschiesche
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 …
- February 9, 2016
- Heath Hightower
As a financial advisor in Houston, TX, I spend a considerable amount of time talking with clients about the price of oil. Everyone in Houston is keenly aware that the price of oil has plummeted over the last few months, …
- February 5, 2016
- Marie Villard
Schwab has announced that the mailing dates for 2015 tax forms will be a little bit later than they have in previous years. Below is a modified schedule of when you should expect to see your forms, either via mail …
- January 26, 2016
- Financial Synergies
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.
- January 18, 2016
- Mike Booker
It’s Dr. Martin Luther King Jr.’s birthday, and I thought it would be a good time for you to hear from me. Dr. King always preached calm in turbulent times, and I would like to echo that sentiment during these …
- January 14, 2016
- Mike Minter
So far the New Year has not been a “happy” one for investors. All of the major stock markets are in negative territory, but the major themes have not changed with the New Year. The same issues putting downward pressure …
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A Stock Market Quarter for the Ages