FinSyn Insights

Weekly insights on the markets, economy, and financial planning

Last week, Bryan Zschiesche and I attended the Envestnet Tamarac 2014 Advisor Summit. We attended the various sessions and workshops in an effort to further our knowledge of the software and technological tools that this fantastic company provides to us. With …
Mike Minter and I are attending a conference this week in Chicago hosted by Envestnet Tamarac, the software provider of our rebalancing, reporting, and contact management programs. Our primary goal in attending the conference is to learn new ways to …
A couple of years ago, ING started a great marketing campaign to encourage people to start saving for retirement. The “What’s your retirement number?” slogan was undoubtedly derived from a common question that financial advisors hear from clients every day. …
Our 1st quarter newsletter features articles by the whole team. Q1 2014 Newsletter from Financial Synergies Asset Management, Inc
As we have all experienced, time and repetition can cause us to take for granted things that others recognize as being extraordinary. During the past week, two new clients mentioned how impressed they were with the rebalancing strategy we employ, …
If you keep up with the financial news outlets, you’ve probably been exposed to the latest debates on high-frequency trading (HFT). In Michael Lewis’ new book, “Flash Boys: A Wall Street Revolt,” he says that the stock market is rigged. His …
Through the Looking Glass We are living in a time where our existence is more exposed than we’ve ever known. Our emails, names, phone numbers, personal pictures, and other personal data are associated with everything we do; from banking to …
A prerequisite for investing is optimism about the future. After all, if you don’t believe that things will be better tomorrow than they are today, there would be no reason to squirrel away your money. It can be difficult at …

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