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The Blog

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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Recent Articles

Financial Synergies Wealth Advisors Ranks Among Highest-Scoring Businesses on Inc. Magazine’s Annual List of Best Workplaces for 2023.
The federal debt limit is once again in the news as the country rapidly approaches a critical deadline on June 1 (seems like Déjà vu every year or so).
Did you know that an estimated $13.5 trillion in assets are indexed to the S&P 500 Composite Index, including $5.4 trillion in index assets?
On the morning of May 1, it was announced that First Republic Bank had been taken over by the FDIC and sold to JPMorgan Chase.
Used properly and in the right situations, Health Savings Accounts (HSA) can provide triple tax benefits to account holders.
The S&P 500, Dow Jones Industrial Average, and Nasdaq all closed the last week of April with gains while the Russell 2000 logged a sizable decline.
A couple questions I've been getting more frequently are - "Is a recession imminent?" or "Are we already in a recession?"
The corporate earnings season for the first quarter of 2023 is underway and about one-fifth of S&P 500 companies have reported results.
Spring is an ideal time to clean up your finances, clear out the clutter, and get a jump start on getting your financial house in order.
The stock market didn't experience much up or down price action this week, as the S&P 500 closed pretty close to the week before.
Check out this great graphic illustration of the ins-and-outs of capital gains tax when selling your home.
The U.S. dollar has been in the headlines due to an anticipated pause in Fed policy and concerns over the currency's place in the global financial system.
The stock market had a mixed showing this week. The major indices all registered gains compared to last week's closing levels, but concerns about inflation and Fed policy kept a limit on index performance.
There is an old saying that happiness equals reality minus expectations. This is particularly relevant when it comes to financial planning and investing during times of great uncertainty.
We're hearing the term "systemic risk" all the time again from the financial media as we battle another (much smaller) banking crisis.

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