FinSyn Insights

Weekly insights on the markets, economy, and financial planning

One of the websites which is frequented by many of our clients and is thus on my radar is Yahoo! Finance. I admit that I regularly find myself worried that people may be derailed from their long-term investment strategy by …
On July 23, 2014 the Securities and Exchange Commission (SEC) finalized new regulations that change the way some money market funds (MMF) operate. Money Market Funds are simply the cash reserves portion of an investor’s brokerage account. They provide liquidity – many investors will …
Last month, Schwab launched two new online request tools known as eApprovals and eSignature. These new services are open to all of our clients, require Schwab Alliance online setup, and is backed by DocuSign®, the leading provider of digital signature …
Our 2nd quarter newsletter, featuring updates on the current state of the market, a mid-year recap of our portfolio, Schwab’s new technological advances with eSignature from DocuSign®, and understanding behavioral bias in investing.
Last week the Dow Jones (^DJI) topped the 17,000 mark with a gain of about 3.25% for the year. The markets have been on a tear for over three years with no significant downturn since the long forgotten technical correction …
We’ve spent a lot of time discussing money safety and how to be better at securing your online identity, financials, and overall internet and device setup. With the launch of the new Android platform Blackphone, I thought it would be …
We’re coming up on the half-way point for the year, so I thought it would be a good time to recap what’s been happening in the portfolios. All in all, it’s been a good year for all the major asset classes we …
In last week’s blog, Heath pointed out the tendency of people to base investment decisions on irrelevant facts or reference points. In the field of behavioral finance, this is known as anchoring. Heath provided a great example of anchoring: basing …
People are fascinating to me. You’d think that over thousands of years, the human brain would have evolved to become capable of making unbiased decisions as a means for survival. But based on James Montier’s book “Behavioral Investing” our brains …
Many of us amp up our travels in the summer (especially to escape this heat!), and money safety should be at the forefront of every decision made. While traveling domestically or internationally, you have to be concerned about theft in …

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