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Understand the retirement income risks that can affect your financial security and learn how to effectively manage them.

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Understand the retirement income risks that can affect your financial security and learn how to effectively manage them.
The average 30-year fixed mortgage rate is now back above 7% after falling toward 6% at the start of the year.
Financial Synergies has been recognized by the Houston Business Journal as one of the Fastest Growing Private Companies in Houston.
Maximize your retirement strategy by understanding retirement income yield and the role of diversified investments for long-term success.
Learn how a 1031 exchange can help defer taxes on property sales, allowing reinvestment without immediate tax burdens.
At its September meeting, the Fed unanimously decided to raise its benchmark interest rate by 0.25%, to a range of 3.75% to 4.0%.
The Fed raised its benchmark rate by +0.25% to a range of 3.75%–4.00%, its first rate hike since 2023.
The S&P 500 has gained nearly +12% year-to-date. For comparison, the average midterm year is historically flat at the same point, while the average non-midterm year is up nearly +9%.
As an asset class, commodities have not only outperformed this year, but have also supported other areas of the market such as U.S. stocks.
The 10-year Treasury yield climbed above 4.90% this week, its highest level since October 2023, while the 30-year moved above 5.3%.
Discover if the 4% rule for retirement is still viable today. Our blog explores its relevance for withdrawal rates and offers insights.
AI and Federal Reserve policy may seem unrelated on the surface, but they are connected. Find out how.
Often referred to as the "September Effect," this is when the stock market tends to perform worse in September compared to any other month of the year.
Equity markets traded higher in August, with strength extending across most broad stock market indexes.
Understand the concept of retirement income planning and how to effectively replace your paycheck after retirement.
Not long ago, malicious actors and cybercriminals relied on poorly written emails and obvious scams. Today, thanks to AI systems and social media, AI cybercrime attacks have become faster, more convincing, and far more difficult to recognize.
The Midterm Elections are right around the corner. How will they impact markets?
Markets traded higher last week as oil and long-term Treasury yields pulled back after rising last week.
When the Supreme Court ruled in February that billions in tariffs collected under the International Emergency Economic Powers Act (IEEPA) had been unlawfully imposed, markets generally reacted positively.
Understand the differences between Traditional IRA vs Roth IRA and how each impacts your retirement and tax strategy.
Financial Synergies Wealth Advisors has been recognized by the Houston Business Journal as one of Houston's Best Places to Work 2026.

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