Blog
Call
Email
Login
Get Started
Get Started
.

Blog

Call

Email

Login

Get Started

FinSyn Insights

Weekly insights on the markets, economy, and financial planning

Growth vs. Value: Oil & Water?

  • March 11, 2014
  • Mike Minter
As a client of Financial Synergies, you’ve undoubtedly heard us use the terms “growth” and “value”; they are even included in the names of some of our funds, and are strategies we utilize in your portfolios. Growth and Value are …
Continue Reading

Duration Risk: What Bond Investors May Not Know

  • February 25, 2014
  • Heath Hightower
As Mike Booker mentioned in the Q4 newsletter, we think bonds still deserve a place in most portfolios. After all, bonds are ultimately one of the greatest diversifiers an investor can own. Historically, conservative investors have allocated large percentages of …
Continue Reading

Washington, the Economy, and Your Money

  • February 18, 2014
  • Bryan Zschiesche
On April 1st, 2014, Financial Synergies will welcome Greg Valliere, Chief Political Strategist for the Potomac Research Group, to a special client event at Willie G’s in Houston. With over 30 years of experience covering Washington, Greg focuses on the …
Continue Reading

The Market Takes a Breather in January

  • February 11, 2014
  • Mike Minter
After a year like 2013 stocks deserve a little breather, and that’s exactly what they got in January. Stocks (S&P 500) ended the month down -3.5%, while bonds (Barclays Aggregate Bond Index) posted a 1.5% gain. Last year stocks were …
Continue Reading

What it Means to Be a “Registered Investment Advisor”

  • February 4, 2014
  • Marie Villard
When I was home over the holiday break, my father asked me a very important question about why we are different from other large brokerage firms. I simply responded with an impatient answer: “We are an RIA, Dad.” At that …
Continue Reading

Our 4th Quarter 2013 Newsletter

  • January 31, 2014
  • Financial Synergies
Q4 2013 Newsletter from Financial Synergies Wealth Advisors, Inc.
Continue Reading

The Fund with the Odd Name

  • January 29, 2014
  • Mike Minter
When first mentioned in client meetings, the Merger Fund sometimes elicits looks of confusion or curiosity from its name alone. It doesn’t sound like the other names in your portfolio, and it doesn’t act like them either. It’s considered an …
Continue Reading

An Affirmation from Morningstar

  • January 20, 2014
  • Bryan Zschiesche
Morningstar announced last week their selections for their 2013 Fund Manager of the Year awards. We were pleased to learn that Dan Ivascyn and Alfred Murata, managers of the PIMCO Income fund, were selected as Fixed-Income Fund Managers of the …
Continue Reading

Happy Holidays from Financial Synergies

  • December 24, 2013
  • Financial Synergies
Continue Reading

Investment Decisions at “Ludicrous Speed”

  • December 20, 2013
  • Bryan Zschiesche
Riding in the elevator this morning, a fellow passenger commented on how quickly the year had flown by for her. Every year about this time, I find myself having that conversation regularly. I’m sure you do as well. Indeed, each …
Continue Reading

Get Our Blog

Weekly articles right to your inbox
*Your email will be kept completely private.

Are we right for you?

Find out if we’re a good match for your needs. We offer a free, no-obligation consultation to help us get to know each other. We can meet by phone, in-person, or online.

Schedule a Consultation

Financial Synergies Wealth Advisors

4400 Post Oak Pkwy #200
Houston, TX 77027

Financial Synergies Wealth Advisors is a fee-only, fiduciary Financial Advisor in Houston, Texas. We specialize in wealth management services, including comprehensive financial planning and investment management.

For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses in Houston, Texas and around the country.

Wealth Management Services include financial planning, retirement planning, investment management, tax planning, insurance planning, estate planning, and company retirement plans.

footer logo
Facebook Linkedin Twitter Youtube
partner logos

Form ADV | Form CRS | Privacy Policy | Disclosure

© 2022 Financial Synergies Wealth Advisors. All Rights Reserved. Site development: Midstream Marketing
Get Started
Contact Us