Want Higher Yields on your Savings Accounts? Go Online

According to bankrate.com, the average savings account earns a disappointing 0.06%. But many online savings accounts are paying closer to 1% which is over 10 times the national average. That might not sound like much to get excited about, but …

What it Means to Be a “Registered Investment Advisor”

When I was home over the holiday break, my father asked me a very important question about why we are different from other large brokerage firms. I simply responded with an impatient answer: “We are an RIA, Dad.” At that …

Our 4th Quarter 2013 Newsletter

Q4 2013 Newsletter from Financial Synergies Wealth Advisors, Inc.

Our 3rd Quarter 2013 Newsletter

Q3 2013 Newsletter from Financial Synergies Asset Management, Inc

Four Ways You Can Increase Your Life Expectancy

At a recent event, I was introduced to a book called Living to 100. The book explores many of the factors that contribute to longevity and is based on research performed by the New England Centenarian Study. As you probably …

You Think You Have More Time

One of the toughest parts of my job as a financial advisor is experiencing the passing of a long-time client. Comforting a grieving family and helping to guide heirs through the account transfer process that follows is both challenging and …

What Diversification Really Is (And What It’s Not)

Over the years I’ve come to realize that diversification can mean different things to different people. Most financial advisors preach diversification, but I’m often astonished by the allocation strategies that pass for “diversification” in the financial planning industry. Diversification is …

Social Security & the Marshmallow Test

Beginning in the late 1960’s, a professor at Stanford University began a series of studies on delayed gratification. Pre-school children were given a single marshmallow and then offered a choice: they could eat the marshmallow immediately or they could wait …

84-year-old Florida Widow Wins $590 Million Lottery

Last week the world learned that 84-year-old Gloria MacKenzie was the sole winner of the $590 million Powerball jackpot. This makes her one of the biggest winners in lottery history. The widowed great-grandmother chose to receive her winnings as a …

Registered Investment Advisor: Why This Distinction Matters

We are often asked the question, “What makes you different?” There are many things that set us apart from our competitors, but there is also an official distinction we hold over the majority of other financial advisors. For more than …

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