FinSyn Insights
Weekly insights on the markets, economy, and financial planning
- July 22, 2013
- Mike Booker
Mike Booker interviews Jai Jacob of Lazard Asset Management on the Lazard Emerging Markets Fund. Recorded in Houston, TX on June 18th, 2013.
- July 15, 2013
- Bryan Zschiesche
Much of our latest due diligence and fund research has focused on bonds, and that research recently led us to make a fairly dramatic change to our clients’ bond allocations. Three funds have been eliminated from our portfolios and two …
- July 8, 2013
- Mike Minter
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 …
- July 1, 2013
- Marie Villard
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 …
- June 24, 2013
- Bryan Zschiesche
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 …
- June 18, 2013
- Heath Hightower
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 …
- June 17, 2013
- Mike Minter
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 …
- June 17, 2013
- Mike Minter
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 …
- June 10, 2013
- Mike Minter
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 …
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What Diversification Really Is (And What It’s Not)