FinSyn Insights
Weekly insights on the markets, economy, and financial planning
- January 31, 2014
- Financial Synergies
Q4 2013 Newsletter from Financial Synergies Wealth Advisors, Inc.
- October 18, 2013
- Financial Synergies
Q3 2013 Newsletter from Financial Synergies Asset Management, Inc
- October 15, 2013
- Bryan Zschiesche
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 …
- August 19, 2013
- Bryan Zschiesche
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 …
- July 29, 2013
- Heath Hightower
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 …
- June 24, 2013
- Bryan Zschiesche
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 …
- June 18, 2013
- Heath Hightower
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 …
- June 17, 2013
- Mike Minter
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 …
- June 17, 2013
- Mike Minter
The Retirement Salary® is our proprietary retirement income strategy. It is not an annuity or commission-based product. It is designed to provide retirees with a steady, predictable income while allowing the portfolio to continue growing over time. Please view the …
Get Our Blog
Weekly articles right to your inbox
What it Means to Be a “Registered Investment Advisor”