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Your “Magic” Retirement Number?

  • April 18, 2024
  • Mike Minter
Does the average American actually need $1.46 million to retire comfortably? What's Your “Magic” Retirement Number?
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Recent Articles

  • July 24, 2014
  • Marie Villard

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 …
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  • July 14, 2014
  • Financial Synergies Wealth Advisors

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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  • July 9, 2014
  • Heath Hightower

Where Should the Market Be?

Last week the Dow Jones (^DJI) topped the 17,000 mark with a gain of about 3.25% for the year. The markets have been on a tear for over three years with no significant downturn since the long forgotten technical correction …
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  • July 2, 2014
  • Marie Villard

Mobile Security

We’ve spent a lot of time discussing money safety and how to be better at securing your online identity, financials, and overall internet and device setup. With the launch of the new Android platform Blackphone, I thought it would be …
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  • June 19, 2014
  • Mike Minter

Mid-Year Portfolio Recap

We’re coming up on the half-way point for the year, so I thought it would be a good time to recap what’s been happening in the portfolios. All in all, it’s been a good year for all the major asset classes we …
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  • June 18, 2014
  • Bryan Zschiesche

Hindsight is 20/20

In last week’s blog, Heath pointed out the tendency of people to base investment decisions on irrelevant facts or reference points. In the field of behavioral finance, this is known as anchoring. Heath provided a great example of anchoring: basing …
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  • June 9, 2014
  • Heath Hightower

Test Your Own Behavioral Bias

People are fascinating to me. You’d think that over thousands of years, the human brain would have evolved to become capable of making unbiased decisions as a means for survival. But based on James Montier’s book “Behavioral Investing” our brains …
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  • May 30, 2014
  • Marie Villard

Money-safe Travels for the Summertime

Many of us amp up our travels in the summer (especially to escape this heat!), and money safety should be at the forefront of every decision made. While traveling domestically or internationally, you have to be concerned about theft in …
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  • May 22, 2014
  • Mike Minter

Technological Advancements for the Investment Industry

Last week, Bryan Zschiesche and I attended the Envestnet Tamarac 2014 Advisor Summit. We attended the various sessions and workshops in an effort to further our knowledge of the software and technological tools that this fantastic company provides to us. With …
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  • May 15, 2014
  • Bryan Zschiesche

Disruptive Innovation & 3D Printing

Mike Minter and I are attending a conference this week in Chicago hosted by Envestnet Tamarac, the software provider of our rebalancing, reporting, and contact management programs. Our primary goal in attending the conference is to learn new ways to …
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  • May 6, 2014
  • Heath Hightower

What’s Your Retirement Number?

A couple of years ago, ING started a great marketing campaign to encourage people to start saving for retirement. The “What’s your retirement number?” slogan was undoubtedly derived from a common question that financial advisors hear from clients every day. …
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  • April 22, 2014
  • Financial Synergies Wealth Advisors

Q1 2014 Newsletter

Our 1st quarter newsletter features articles by the whole team. Q1 2014 Newsletter from Financial Synergies Asset Management, Inc
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  • April 16, 2014
  • Bryan Zschiesche

A Surgical Approach to Rebalancing

As we have all experienced, time and repetition can cause us to take for granted things that others recognize as being extraordinary. During the past week, two new clients mentioned how impressed they were with the rebalancing strategy we employ, …
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  • April 9, 2014
  • Mike Minter

High-Frequency Trading and Long-Term Investing

If you keep up with the financial news outlets, you’ve probably been exposed to the latest debates on high-frequency trading (HFT). In Michael Lewis’ new book, “Flash Boys: A Wall Street Revolt,” he says that the stock market is rigged. His …
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Financial Synergies Wealth Advisors

4400 Post Oak Pkwy #200
Houston, TX 77027

Financial Synergies Wealth Advisors is a fee-only, fiduciary Financial Advisor in Houston, Texas. We specialize in wealth management services, including comprehensive financial planning and investment management.

For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses in Houston, Texas and around the country.

Wealth Management Services include financial planning, retirement planning, investment management, tax planning, insurance planning, estate planning, and company retirement plans.

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Financial Advisor Houston, TX 4400 Post Oak Pkwy #200 Houston, TX 77027

Financial Synergies Wealth Advisors

4400 Post Oak Pkwy #200
Houston, TX 77027

Financial Synergies Wealth Advisors is a fee-only, fiduciary Financial Advisor in Houston, Texas. We specialize in wealth management services, including comprehensive financial planning and investment management.

For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses in Houston, Texas and around the country.

Wealth Management Services include financial planning, retirement planning, investment management, tax planning, insurance planning, estate planning, and company retirement plans.

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