Financial Synergies 4th Quarter Market Review

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.

Calm in Turbulent Times

It’s Dr. Martin Luther King Jr.’s birthday, and I thought it would be a good time for you to hear from me. Dr. King always preached calm in turbulent times, and I would like to echo that sentiment during these …

This Too Shall Pass

So far the New Year has not been a “happy” one for investors. All of the major stock markets are in negative territory, but the major themes have not changed with the New Year. The same issues putting downward pressure …

The Value of Objectivity

Our founder and President, Mike Booker, was recently featured in The Suit magazine in an article titled “The Value of Objectivity“. The article focuses on what it means to be a fiduciary, taking care of client needs, and how retirees can …

The Survey Says…

Investors may not have learned from the market downturns of 2000–2002 and 2008 as much as we thought. According to a TIAA-CREF survey, more than half of investors (53%) think taking more risk in their investments guarantees a higher return. …

Using Pre-Paid Gift Cards on Amazon

Given the recent holiday season, it’s likely you received a present in the form of a pre-paid gift cards. For those of you who like shopping on Amazon, you may realize that using those gift cards isn’t so easy. The …

Happy Holidays

From all of us at Financial Synergies, we wish you and yours a safe and Happy Holiday.

Fed Hikes Rate by One-Quarter Percent

The anticipation surrounding today’s announcement by the Federal Reserve rivaled that of the release of the latest Star Wars movie. After nearly a decade of a declining or unchanged Fed Funds Rate, the Fed hiked that rate by 0.25%. If …

Happy Thanksgiving!

With gratitude and appreciation, the team at Financial Synergies wishes you, your family, and your friends a safe, warm, and happy Thanksgiving.

Wealth and Hard-Working Americans

Kevin Williamson, a correspondent for National Review recently wrote an article titled, “Rich America is a Working America”. In it he quotes some interesting statistics that call into question the negative portrayal of the “rich” that has become an effective …

Technology and Optimism

This week, Heath Hightower and I are attending the Schwab IMPACT conference in Boston, providing us with the chance to hear from thought leaders across our industry. Yesterday, I had an opportunity to sit down one-on-one with Rick Rieder, Chief …

Happy Veterans Day

With our deepest gratitude, the Financial Synergies Team would like to thank all of America’s Veterans and members of the US Armed Forces for their service to our country. We salute you!

Our Inspiring Clients

From time to time, we get to share amazing stories about our clients and their achievements, and we are honored to share Yamile Jackson’s story. Yamile is a PhD engineer and the heart behind Nurtured by Design, a company that …

Year-End Gifting

Gifts and donations not only help individuals, organizations, and charities achieve their goals, but your gift may help you lower tax bill in April.

Social Security Benefits “Frozen” in 2016

Social Security benefits will not receive an inflation-adjustment increase for 2016. The announcement was made on October 15th via a press release from the Social Security Administration (SSA). According to the Social Security Act, cost-of-living adjustments (COLA) are not required …

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