FinSyn Insights

Weekly insights on the markets, economy, and financial planning

Here are five great quotes from legendary investors that are full of wisdom and common sense.
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.
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!
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 …
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 …
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.
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?
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 …
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 …
Take a look at this short video from Mike Minter about what it means to be a CFP® Professional:

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