The Blog

Weekly insights on the markets, economy, and financial planning

2nd Quarter 2025 Market and Economic Review

In Q2, caution gave way to renewed optimism as tensions eased, tariffs had a limited economic impact, and companies posted stronger than expected Q1 earnings.

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Week in Perspective: Stocks Sag on Downbeat Indicators [June 3-2024]

Stocks edged lower in the final week of May as fresh news on economic growth and inflation failed to inspire investors.

Cash is Not a Long-Term Investment

In times of market uncertainty, investors often seek the comfort of cash. And while cash obviously plays a crucial role for any investor, it's not a long-term investment.

Inflation Relief?

After months of hot inflation reports, it looks like inflation finally eased slightly in April. Can we breathe a sigh of inflation relief?

Retiring Early? A Few Considerations

Early retirement may seem like a dream come true. However, you need to be well prepared if you want to hang up your hat early.

Dow 40,000 and Consumer Net Worth

The Dow Jones Industrial Average reached 40,000 for the first time recently as markets continue to rebound from a 5% decline earlier this year.

Week in Perspective: Dow 40,000 [May 20-24] – Video

Dow Hits 40,000! Stocks notched a solid gain last week in a mega-cap, tech-led rally bolstered by positive inflation news.

Zombie Recession?

Is a Zombie Recession coming? (By that, I mean that renewed fears of a "hard landing" recession have emerged from the grave.)

Chart of the Month: Updated Timeline on Expected Interest Rate Cuts

It was the fastest and most aggressive rate-hiking campaign in decades, but the focus is shifting to interest rate cuts as the central bank prepares to make its next policy move.

How the Costs and Benefits of College Affect Financial Plans

College represents one of the largest expenses and sources of financial stress in our lives, on par with retirement or buying a home.

Week In Perspective: Pop, Drop, Rally [May 6-2024] – Video

Stocks notched a solid gain last week, rallying behind upbeat earnings, a dovish Fed, and mixed economic data.

Monthly Market Update: Rising Treasury Yields Cause Stocks & Bonds to Trade Lower

May 2024 - A monthly recap of the markets and economy in 2024. Rising treasury yields cause stocks & bonds to trade lower.

Why Are Markets So Volatile Recently?

Markets have been very volatile lately. What's going on? Let's take a quick look at the factors that are influencing markets right now.

Week in Perspective: Stocks Stage a Comeback [Apr. 29-2024] – Video

Stocks staged a choppy comeback last week as investors cheered positive earnings, led by mega-cap tech stocks.

Social Security and Your Spouse

You may be surprised to learn that if you apply for Social Security benefits as a married individual, you automatically apply for spousal benefits.

Week In Perspective: Fed, Middle East Conflict Weigh on Stocks

Stocks fell for a third straight week, as Fed Chair Jerome Powell's mixed but upbeat message could not offset the anxiety caused by the Middle East conflict.

Your “Magic” Retirement Number?

Does the average American actually need $1.46 million to retire comfortably? What's Your “Magic” Retirement Number?

The Market Pullback, Geopolitical Risks, Inflation, and More

Concerns around geopolitical tensions in the Middle East, inflation, corporate earnings, and other issues have led to a market decline recently.

Week in Perspective: Stocks Startled by Inflation, Conflict [Apr. 15-2024] – VIDEO

Stocks fell last week as investors sorted through conflicting inflation reports and assessed geopolitical tensions overseas.

How Taxes Affect the Stock Market

Taxes are no one’s favorite topic but their importance as it pertains to our financial plans and investments cannot be overstated.

Week in Perspective: The Fed Stirs the Pot [April 8-2024] – Video

Stocks dropped last week as the Fed stirred the pot on “what's next” for interest rates after mixed comments from several officials.

1st Quarter 2024 Market Review

Global equity markets had a terrific first quarter – and the gains were generally across the board as the tech-names, large-caps, mega-caps and small caps all advanced handsomely.

Financial Synergies Wealth Advisors

4400 Post Oak Pkwy #200
Houston, TX 77027

Financial Synergies Wealth Advisors is a fee-only, fiduciary Financial Advisor in Houston, Texas. We specialize in wealth management services, including comprehensive financial planning and investment management.

For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses in Houston, Texas and around the country.

Wealth Management Services include financial planning, retirement planning, investment management, tax planning, insurance planning, estate planning, and company retirement plans.

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Find out if we’re a good match for your financial planning and investment management needs. We offer a free, no-obligation consultation to help us get to know each other. We can meet by phone, in-person, or online.

Financial Advisor Houston, TX
4400 Post Oak Pkwy #200Houston, TX 77027

Financial Synergies Wealth Advisors

4400 Post Oak Pkwy #200
Houston, TX 77027

For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses in Houston, Texas and around the country.

Wealth Management Services include financial planning, retirement planning, investment management, tax planning, insurance planning, estate planning, and company retirement plans.

The Blog

2nd Quarter 2025 Market and Economic Review

Subscribe to Our Blog

Recent Articles

Week in Perspective: Stocks Sag on Downbeat Indicators [June 3-2024]

Cash is Not a Long-Term Investment

Inflation Relief?

Retiring Early? A Few Considerations

Dow 40,000 and Consumer Net Worth

Week in Perspective: Dow 40,000 [May 20-24] – Video

Zombie Recession?

Chart of the Month: Updated Timeline on Expected Interest Rate Cuts

How the Costs and Benefits of College Affect Financial Plans

Week In Perspective: Pop, Drop, Rally [May 6-2024] – Video

Monthly Market Update: Rising Treasury Yields Cause Stocks & Bonds to Trade Lower

Why Are Markets So Volatile Recently?

Week in Perspective: Stocks Stage a Comeback [Apr. 29-2024] – Video

Social Security and Your Spouse

Week In Perspective: Fed, Middle East Conflict Weigh on Stocks

Your “Magic” Retirement Number?

The Market Pullback, Geopolitical Risks, Inflation, and More

Week in Perspective: Stocks Startled by Inflation, Conflict [Apr. 15-2024] – VIDEO

How Taxes Affect the Stock Market

Week in Perspective: The Fed Stirs the Pot [April 8-2024] – Video

1st Quarter 2024 Market Review

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