FinSyn Insights
Weekly insights on the markets, economy, and financial planning
- 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 …
- 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 …
- 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 …
- 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 …
- 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 …
- January 31, 2014
- Financial Synergies
Q4 2013 Newsletter from Financial Synergies Wealth Advisors, Inc.
- 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 …
- 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 …
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