Market Highs and Expected Returns

We’ve had a nice run in the stock market the last couple of years, so inevitably there has been much discussion in the news recently about the new nominal highs.

June 23, 2017 Weekly Market Recap

The S&P 500 settled into a sideways trend, drifting alongside its unchanged mark, as investors lacked conviction to decisively move the market one way or the other.

Financial Synergies Named to 2017 Financial Times 300 Top Registered Investment Advisers!

Financial Synergies Asset Management is pleased to announce it has been named to the 2017 Financial Times 300 Top Registered Investment Advisers!

June 16, 2017 Weekly Market Recap

The stock market was fairly flat this week, as investors chewed on a host of headlines, most notably the Fed's rate-hike decision.

Dot Your I’s and Cross Your T’s

There are a lot of details in financial planning. Most of the time we concentrate on the big things, but what about the little things?

June 9, 2017 Weekly Market Recap

The stock market successfully hurdled several key macro events, including the testimony of former FBI Director, James Comey.

Johnny Depp Spends What??

Johnny Depp knows how to burn cash! While you may not be burning through a couple million each month, it’s important to consider your financial habits.

June 2, 2017 Weekly Market Recap

The stock market got off to a sluggish start this week as investors returned from their extended Memorial Day weekend.

How to Simplify Your Charitable Giving

Clients frequently ask us for ways to make a bigger impact with their charitable donations while simplifying the giving process. One of the best ways to accomplish this is by using a donor-advised fund.

May 26, 2017 Weekly Market Recap

The stock market notched five wins this week, three of which resulted in a new record high for the S&P 500.

Taxing Tax Time

Even though April 15th was not that long ago, some of us are still feeling the sting.

May 19, 2017 Weekly Market Recap

After opening the week with a record-high close, equities took a hit in the midweek session after some political controversy.

Sell in May and Go Away!

Many investors have heard this saying before, but the evidence shows you are much better off just staying invested in the long-run.

May 12, 2017 Weekly Market Recap

After posting gains for four weeks in a row, the S&P 500 suffered a slight setback this week, ticking lower by 0.4%.

Uncertainty and Investing

I am certainly guilty of making the statement, “the market hates uncertainty.” It’s a pretty common saying in the investing lexicon. But how logical is it?

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