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The Blog

Weekly insights on the markets, economy, and financial planning

Stocks fell for the second straight week on inflation concerns despite a report on consumer prices that was initially well received by investors.

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Recent Articles

We’re thrilled to share that Financial Synergies Wealth Advisors has been named a Best Place to Work for Financial Advisors in 2024 by InvestmentNews.
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.
Take a tour of our office and meet the Financial Synergies team! We invite you to watch our Two-Minute Tour video to peel back the curtain and embark on a journey through our office.
Join us in congratulating Rachel Buckhoff on officially becoming a CERTIFIED FINANCIAL PLANNER™ professional!
Welcome to the Financial Synergies YouTube Channel and Podcast, your go-to source for all things financial planning, investing, and wealth management.
We are thrilled to announce that Financial Synergies has earned a spot on Forbes List of America's Top RIAs for 2023! This is an elite group of financial advisory firms across the country, and we are just honored to be a part of it.
Join us in congratulating Dane Spencer on officially becoming a CERTIFIED FINANCIAL PLANNER™ professional!
We are pleased to announce that we have been selected to Financial Advisor Magazine's list of America's Top RIAs for 2023.
Financial Synergies Wealth Advisors Ranks Among Highest-Scoring Businesses on Inc. Magazine’s Annual List of Best Workplaces for 2023.
We’ve enclosed our 4th Quarter 2022 Newsletter where we share our insights on the markets, economy, investing, and financial planning.
We’ve enclosed our 3rd Quarter 2022 Newsletter where we share our insights on the markets, economy, investing, and financial planning.
The Houston Business Journal has ranked Financial Synergies Wealth Advisors as a Top Wealth Management firm in Houston for 2022.
We are pleased to announce that Financial Synergies Wealth Advisors has been selected to Financial Advisor Magazine's list of America's Top RIAs for 2022.
Our very own portfolio manager, Grant Ball, has passed the Certified Investment Management Analyst® (CIMA®) exam!
We're celebrating the third year of our summer internship program with three interns! Please join us in welcoming Joshua Brackeen, Michael Guaman, and Colton Owen.

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