- September 14, 2016
- Mike Minter
Here are five great quotes from legendary investors that are full of wisdom and common sense.
FinSyn Insights
Weekly insights on the markets, economy, and financial planning
- August 10, 2016
- Mike Minter
In this video, David Butler of Dimensional Fund Advisors (DFA), tells his story of a past experience with a stock broker, and discusses the value of working with an independent financial advisor.
- July 1, 2016
- Heath Hightower
The date was December 31, 1999. I remember going to Wal-Mart to search the picked-over shelves for bottled water, canned food, and ammunition. Why? Y2K was coming!
- February 5, 2016
- Marie Villard
Schwab has announced that the mailing dates for 2015 tax forms will be a little bit later than they have in previous years. Below is a modified schedule of when you should expect to see your forms, either via mail …
- December 30, 2015
- Will Goodson
Given the recent holiday season, it’s likely you received a present in the form of a pre-paid gift cards. For those of you who like shopping on Amazon, you may realize that using those gift cards isn’t so easy. The …
- October 12, 2015
- Heath Hightower
Banks these days are either gouging with hidden fees or requiring huge minimum balances. Since many of our clients have complex banking needs, I often refer them to Charles Schwab Bank.
- August 6, 2015
- Marie Villard
Do you have an app that you use daily/weekly that makes it easier for you to drive to work, conduct business, reminders, emails, etc?
- March 31, 2015
- Will Goodson
Last week I received an unsettling email; a college friend of mine was lamenting about how he fell victim to a cyberattack…his family’s business email account had just been hacked. The perpetrator, after gaining access to sensitive company information, sent numerous …
- March 17, 2015
- Heath Hightower
A few years ago the CFP Board of Standards, Inc. initiated a public awareness campaign. Their goal is to educate the public on the importance of working with a qualified financial advisor. They encourage everyone to seek advice from a …
- November 21, 2014
- Mike Minter
Take a look at this short video from Mike Minter about what it means to be a CFP® Professional:
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