May 18, 2018 Weekly Market Recap

Large-cap stocks gave a little back this week, with the S&P 500, Nasdaq, and the Dow losing between 0.5% and 0.7%. However, shares of smaller, domestically-focused companies outperformed, sending the Russell 2000 higher by 1.2%.

Oil on the Rise

In 2014, oil prices collapsed from over $100 to below $30 two years later. Recently, oil has quietly crept back into the news as it hits $70. This recovery has been driven by both supply and demand.

May 11, 2018 Weekly Market Recap

Buyers returned to the market this week following a three-week absence during the thick of the first quarter earnings season.

We’ve Changed Our Name!

Okay, so it's really nothing too dramatic, but we've officially changed our company name to Financial Synergies Wealth Advisors, Inc. Rest assured that nothing else about our company has changed.

Social Security Part 5: How Your Benefits May Be Reduced

Up to this point in our Social Security blog series, we have covered the core components of Social Security, including eligibility, different benefits that are available, and how benefits are taxed.

April 27, 2018 Weekly Market Recap

The S&P 500 was up and down this week, but ended little changed, closing a tick below its flat line. The Nasdaq and the Dow Jones, meanwhile, finished the week with losses of 0.4% and 0.6%, respectively, and the small-cap Russell 2000 lost 0.5%.

A Case For Optimism

Let me state the obvious - it has not been a fun year for investors. But there are plenty of reasons to be optimistic, even if the market is not reflecting this at the moment.

April 20, 2018 Weekly Market Recap

The U.S. stock market notched its second consecutive weekly advance this week, but losses on Thursday and Friday put a damper on returns going into the weekend. The S&P 500 added 0.5% this week, while the Dow Jones Industrial Average and the Nasdaq Composite climbed 0.4% and 0.6%, respectively.

Q1 2018 Newsletter

We hope you enjoy the 1st Quarter 2018 Newsletter. We've included articles on the markets, economy, and financial planning. Also, join us in welcoming Lottie Hensley to the Financial Synergies Team!

April 13, 2018 Weekly Market Recap

Stocks got a win this week, with all the major indices advancing. The tech-heavy Nasdaq Composite gained 2.8%, while the S&P 500 and the Dow Jones Industrial Average advanced 2.0% and 1.8%, respectively.

Q1 2018 Market Review

This report features world capital market performance and a timeline of events for the first quarter of 2018. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

April 6, 2018 Weekly Market Recap

It was a losing week for the equity market and another volatile one at that. The major indices were all over the place, twisting and turning amid a barrage of headlines that played into its fears about trade wars and rising interest rates.

Tariffs, Technology, Rates, and Volatility!

In a nutshell, the 1st Quarter was defined by tariffs, technology, rates, and volatility. All the while the global economic engine kept chugging, and remains fundamentally strong.

March 16, 2018 Weekly Market Recap

Equities gave a little back this week, undoing about a third of last week's rally, as investors continued to search for equilibrium following the abrupt sell off in early February.

Social Security Part 4: Taxation of Benefits

Thus far in our Social Security blog series, we have covered the basics of how retirement benefits are calculated and how individuals become eligible for Social Security. We have also discussed benefits available for spouses, surviving spouses, and family members.

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