FinSyn Insights

Weekly insights on the markets, economy, and financial planning

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 …
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

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