FinSyn Insights

Weekly insights on the markets, economy, and financial planning

We’ve made a change in our small-cap value stock category. We’ve replaced the Queens Road Small-Cap Value fund with Diamond Hill Small-Cap Institutional (DHSIX). This fund has been on our radar for years, but only recently were we able to …
Last week, while perusing the Wall Street Journal and catching up on some of the most intense news of recent history, I happened upon a quote by English author John Donne which goes something like this: “No man is an …
Beginning in the late 1960’s, a professor at Stanford University began a series of studies on delayed gratification. Pre-school children were given a single marshmallow and then offered a choice: they could eat the marshmallow immediately or they could wait …
Last week the world learned that 84-year-old Gloria MacKenzie was the sole winner of the $590 million Powerball jackpot. This makes her one of the biggest winners in lottery history. The widowed great-grandmother chose to receive her winnings as a …
The Retirement Salary® is our proprietary retirement income strategy. It is not an annuity or commission-based product. It is designed to provide retirees with a steady, predictable income while allowing the portfolio to continue growing over time. Please view the …
We are often asked the question, “What makes you different?” There are many things that set us apart from our competitors, but there is also an official distinction we hold over the majority of other financial advisors. For more than …
Few would question the merits of using a Traditional IRA as a vehicle for tax-deferred retirement savings. They are very easy to establish, and the investment options are vast. As long as you are under the age of 70 ½ …
The rise in social media networks and other Internet-based outlets, such as messaging and email, have become very important tools for communication in business. Now, with the SEC regulation allowing for companies to push certain types of business announcements and …
While medical expenses should come as no surprise to retirees, the amount of money we anticipate spending on medical care in retirement is often grossly underestimated. Based on a 17-year retirement, a couple who retired last year could expect to …
401(k) plans are a great way to save money for retirement, but they don’t always have the best investment options available within the plan. Employees are generally limited to a list of 10 or 12 mutual funds and are unable …

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