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Weekly insights on the markets, economy, and financial planning

This might sound a little strange coming from someone who invests other people's money in the stock market, but it's true - Most Stocks Are Bad Investments.

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Taxes and Rates. U.S. stocks climbed to new record highs this week as investors digested policy directives from several of the world's most influential central banks and grew increasingly optimistic about the GOP's chances of passing its promised tax overhaul.
If I’m going to discuss this topic further I needed to experience the ride myself, so I put in $750. More on that later.
Equities ticked higher this week as investors geared up for an end-of-year showdown in Washington. The employment numbers continue to improve as well.
U.S. equities advanced this week, fueled by the prospect of a tax overhaul. Investors kept an eye on Washington, awaiting the Senate's vote.
Well, that makes two of us. Until a couple months ago I knew virtually nothing about Bitcoin. I consider myself well versed in finance and economics, but even after researching this subject I admit that I’m still confused.
There was a lot of noise, but the U.S. equity market ended a busy week little changed, with the benchmark S&P 500 losing just 0.1%.
We can provide guidance on the type of Medicare plan that clients choose when they are first enrolling in Medicare. We are here to help, so let us serve as a resource on this very important topic.
Stocks got off to a good start this week, hitting new record highs on Monday and Wednesday, but gave back some gains in the latter half - a move that was somewhat attributed to the release of the Senate's tax reform bill.
House Republicans revealed their long-awaited tax reform legislation on November 2nd. The clock is now ticking to approve the most sweeping overhaul of the tax code in 30 years - by the end of 2017.
First, congratulations to the Houston Astros - World Champions!! The equity markets moved higher once again this week, with all three major indices settling at fresh record highs.
GO ASTROS!!! OK, now that I got that out of the way - stocks began the week on a lower note as investors cashed in on last week's record highs, but reclaimed their losses on Friday, thanks to an impressive batch of technology earnings.
The US stock market has delivered an average annual return of around 10% since 1926. But short-term results vary wildly, and in any given period stock returns can be positive, negative, or flat.
I feel like a broken record, but the stock market advanced once again this week, notching a new record high in all five sessions, as investors digested another batch of third quarter earnings.
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.
We hope you enjoy our latest quarterly newsletter (Q3 2017), which includes articles on the markets, investing, financial planning and more!

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