The Impact of Tax Proposals and the Election

With a couple of weeks until the presidential election, the tax policy platforms for Donald Trump and Kamala Harris are gradually forming.

Quarterly Webinar: Q4 2024 Market and Economic Themes

Please join our Chief Investment Officer, Mike Minter, for our quarterly webinar where we discuss ten relevant market and economic themes heading into the 4th quarter of 2024.

Last Week on Wall Street: Oil and Jobs [Oct. 7-2024]

Stocks were essentially unchanged last week as geopolitical tensions added some volatility to an otherwise quiet trading week.

3rd Quarter 2024 Market and Economic Review

The major development in 3Q 2024 was the Federal Reserve’s decision to cut interest rates by -0.50%, the first rate cut of this cycle.

Should I Change My Medicare Coverage During 2024 Open Enrollment?

This year's Medicare Open Enrollment Period begins on October 15, 2024. Are you satisfied with your coverage?

5 Insights on the Fed, Election, and Volatility in Q4 2024

As we enter the final stretch of the year, here are 5 Insights on the Fed, Election, and Volatility in Q4 2024.

Last Week on Wall Street: Rate Cut Momentum [Sep. 30-2024] – Video

Stocks moved higher last week, continuing to build on the momentum generated after the Federal Reserve decided to cut short-term rates by 0.50%.

How Often Should I Update My Estate Plan?

Estate strategies for the future may be essential, especially when it comes to securing the well-being of your loved ones after you're gone.

Fed Rate Cuts: What Happens Now?

As a follow up to my recent video on this subject, I thought it would make sense to dive a little deeper into the recent Fed rate cuts, and what happens now.

Last Week on Wall Street: Half-Point Cut [Sep. 23-2024]

Stocks moved higher last week after the Federal Reserve’s half-point rate cut, a more significant cut than some investors anticipated.

The Fed Makes the “Bolder” Choice | How Does This Affect You? [VIDEO]

Here's a quick video analysis of the Fed's rate cut decision and how it may affect you. Nothing fancy, just the facts.

Chart of the Month: Investing Based on Politics is a Bad Idea

As the 2024 presidential election approaches, Americans are preparing to vote in what polls forecast to be a tight race.

Last Week on Wall Street: Stocks Score Best Week of 2024 [Sep. 16-2024] – Video

Stocks rallied to end the best week of 2024, as investors received better-than-expected consumer and producer inflation data.

Your Move, Fed

All eyes will be on the Fed this coming week, as they are set to finally begin reducing rates.

Dollar-Cost Averaging vs. Lump Sum Investing: What’s Right for You?

In this video, we'll be comparing and contrasting two of the most common strategies for investing cash: Dollar-Cost Averaging vs. Lump Sum Investing.

Last Week on Wall Street: Markets Focus on Fed’s September Move [Sep. 9-2024] – Video

Stocks fell last week as soft economic data rattled investors focused on the Fed’s next move with interest rates.

3 Lessons From the Summer’s Market Volatility

As everyone settles into their post-Labor Day routines, it’s a good time to reflect on markets and review financial plans for the rest of the year.

Monthly Market Update: Federal Reserve Set to Begin Cutting Interest Rates in September

Investors expect the Federal Reserve to start cutting interest rates at its next meeting on September 17th.

Do You Know Your 401(k) Options?

Between high contribution limits, tax advantages, and potential employer matching, a 401(k) can be a homerun for your retirement savings.

Houston Business Journal: Top Wealth Management Firm 2024

We are thrilled to announce that Financial Synergies Wealth Advisors has been recognized by the Houston Business Journal as a Top Wealth Management Firm in Houston for 2024.

Last Week on Wall Street: Fed is Ready for Rate Cuts

The Fed is ready for rate cuts. Stocks notched solid gains as dovish comments from Federal Reserve officials boosted the market’s recovery from early August lows.

The Blog

Monthly Market Update: Markets Digest the Path of Interest Rates & the Next Phase of the AI Cycle

Subscribe to Our Blog

Recent Articles