ETFs

As mentioned in my last article, we’ve added some ETFs (exchange-traded funds) to most of our portfolio allocations. ETFs have been around for many years and are one of the more liquid, efficient and transparent investment vehicles available. They are …

Financial Synergies Pathway

Over the years, clients have asked us if we would be willing to assist their adult children, nieces, nephews, and friends with financial planning and investment management, even though they don’t have quite enough to meet our investment minimum. We …

Baron Discovery: A Meeting with the Portfolio Managers

Last week we were given the opportunity to meet with the two portfolio managers of Baron Discovery, a fund which we added to our clients’ portfolios in August 2014. The fund is managed by Randy Gwirtzman and Laird Bieger, both …

Spending With Purpose

Earlier this week Bryan, Heath, and I attended a monthly meeting for the Financial Planning Association’s (FPA) Houston chapter.

There’s Still Time to Make an IRA Contribution

Even though 2014 has come to an end, there is still time to save for retirement while possibly qualifying for a tax deduction. Both traditional IRA and Roth IRA contributions for tax year 2014 can be made up until the …

Q4 2014 Newsletter

Q4 2014 Newsletter from Financial Synergies Asset Management, Inc

What is a CFP® Professional?

Take a look at this short video from Mike Minter about what it means to be a CFP® Professional:

Q3 2014 Newsletter

Q3 2014 Newsletter from Financial Synergies Asset Management, Inc

Taken Your Temperature Lately?

When our 28-year-old daughter, Caitlin, was just four months old, my wife and I noticed she was running a fever. We had been parents for exactly four months and began to get nervous about it. We had no parents handy …

Video | 401(k) Benefits

Bryan Zschiesche discusses the benefits of saving in your company’s retirement plan. If you’d like to learn more about how Financial Synergies can help you with your 401(k) or other retirement plans, please contact us.

Are your IRA beneficiaries set up correctly?

If you haven’t reviewed your IRA beneficiaries in a while, you may find that the designated beneficiaries on your IRA are not who you intended them to be, especially if you have grandchildren. For instance, if you name your three …

Can an App Really Help you Beat the Market?

One of the websites which is frequented by many of our clients and is thus on my radar is Yahoo! Finance. I admit that I regularly find myself worried that people may be derailed from their long-term investment strategy by …

Money Market Fund Reform

On July 23, 2014 the Securities and Exchange Commission (SEC) finalized new regulations that change the way some money market funds (MMF) operate. Money Market Funds are simply the cash reserves portion of an investor’s brokerage account. They provide liquidity – many investors will …

eApprovals and eSignature

Last month, Schwab launched two new online request tools known as eApprovals and eSignature. These new services are open to all of our clients, require Schwab Alliance online setup, and is backed by DocuSign®, the leading provider of digital signature …

Q2 2014 Newsletter

Our 2nd quarter newsletter, featuring updates on the current state of the market, a mid-year recap of our portfolio, Schwab’s new technological advances with eSignature from DocuSign®, and understanding behavioral bias in investing.

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Week in Perspective: Stocks Startled by Inflation, Conflict [Apr. 15-2024] – VIDEO

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