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.
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.
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.