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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

In a year like 2022, where there's been virtually nothing positive to talk about from an investing perspective, we try to make the best of a bad situation. One silver lining in a down market is the potential for tax-loss harvesting.
The Social Security Administration recently announced that benefits for retirees will increase by 8.7% beginning in 2023. This is the largest single year COLA increase in over 40 years.
Medicare’s Open Enrollment Period begins on October 15, and you may be asking, "Should I Change My Medicare Coverage During 2022 Open Enrollment?"
The Centers for Medicare & Medicaid Services (CMS) recently announced the 2023 premium amounts for Medicare Part B.
Yesterday was a brutal day for stocks and bonds. The upside to challenging market environments like these is that they remind us that holding the line and staying invested are critical to long-term investment success.
The new Inflation Reduction Act is a big enchilada of green energy spending, corporate taxes, and some pretty major changes to Medicare.
There was a time when you'd have a nice pension at the end of your working years. Now, of course, pensions are not as common, though you certainly have more retirement plan options available to you.
We've enclosed our 2nd Quarter 2022 Newsletter where we share our insights on the markets, economy, investing, and financial planning. 
June is elder abuse awareness month, and I recently watched a presentation from Schwab’s fraud & risk management team on the growing trend of scams against the elderly.
Last year, the U.S. Bureau of Labor Statistics announced that 4.5 million Americans, or 3% of the entire workforce, quit their jobs in November of 2021.
From our friends at Visual Capitalist - here is a great infographic illustrating three pervasive myths about bonds in a rising rate environment.
The Centers for Medicare & Medicaid Services (CMS) have released the Medicare Part A and Part B premiums, deductibles, and coinsurance amounts.
With the uncertainty and market swings of the past few years, it's certainly understandable that some investors would seek the safety of cash.
The task of being a good steward is always top of mind for me. It’s an honor to have the opportunity to help our clients make good decisions with their money.

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