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Weekly insights on the markets, economy, and financial planning

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

  • April 18, 2024
  • Mike Minter

Your “Magic” Retirement Number?

Does the average American actually need $1.46 million to retire comfortably? What's Your “Magic” Retirement Number?
Continue Reading
  • April 9, 2024
  • Mike Minter

How Taxes Affect the Stock Market

Taxes are no one’s favorite topic but their importance as it pertains to our financial plans and investments cannot be overstated.
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  • April 6, 2024
  • Mike Minter

1st Quarter 2024 Market Review

Global equity markets had a terrific first quarter – and the gains were generally across the board as the tech-names, large-caps, mega-caps and small caps all advanced handsomely.
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  • April 2, 2024
  • Mike Minter

3 Market Insights for Investors in Q2 2024

2024 began with debates over a “soft” versus “hard” landing as the Fed attempted to stabilize the economy as well as over the sustainability of last year’s market rally.
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  • March 27, 2024
  • Mike Minter

Most Stocks Are Bad Investments

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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  • March 19, 2024
  • Mike Minter

How We Buy and Sell Homes Probably Just Changed Forever

Last week, the National Association of Realtors (NAR) agreed to settle a major lawsuit that will change the way real estate agents get paid.
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  • March 12, 2024
  • Mike Minter

How Gold, Bitcoin and Market Breadth Impact Portfolios

The choice to invest in gold, bitcoin, tech stocks, or any other asset should be viewed in the context of a diversified portfolio rather than as a standalone investment.
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  • March 6, 2024
  • Mike Minter

How Presidential Elections Affect the Stock Market

With the 2024 presidential election season heating up, there will no doubt be a flurry of daily headlines between now and election day.
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  • February 29, 2024
  • Financial Synergies Wealth Advisors

Important Resources for Filing Your 2023 Tax Return

We're in the thick of tax season, so we wanted to provide some additional resources as you prepare to file your 2023 tax return.
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  • February 27, 2024
  • Mike Minter

The Stock Market in 2024

The S&P 500 broke the 5,000 level recently for the first time in history as investors embraced euphoria and rallied.
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  • February 21, 2024
  • Financial Synergies Wealth Advisors

Finance Tips and Hidden Costs For Snowbirds

The number of snowbirds migrating to enjoy warmer temperatures, like Texas and Florida, for the winter continues to grow.
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  • February 14, 2024
  • Mike Minter

How Loss Aversion and the Sequence of Returns Impacts Us

It is far more important for investors to build a portfolio and financial plan that they can stick with through good and bad times, rather than a portfolio with the best theoretical returns.
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  • February 6, 2024
  • Colton Owen

Benefits of a Donor Advised Fund

One great option for combining charitable giving strategies and tax savings goals is a Donor Advised Fund, or DAF.
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  • January 17, 2024
  • Mike Minter

Perspective on the Soft Landing Debate

As the economy continues to take center stage in 2024, I wanted to offer perspective on the "soft landing" debate.
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  • January 12, 2024
  • Mike Minter

Should You Buy a Bitcoin ETF? (Video)

Check out our latest video, 'Should You Buy a Bitcoin ETF?' In this video, we will delve into the world of Bitcoin investment vehicles.
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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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