September is National Insurance Month. Ok, so it's no National Pizza Day or National Margarita Day, but it is something I’m interested in! A healthy review of policies is always good, and we are happy to discuss mitigating risks with insurance.
Anyone watching the markets closely at the beginning of this year saw that certain stock prices soared overnight, and it usually wasn’t because these businesses had suddenly revamped their strategies and business models.
While paying online has become easier and more accessible over the years, the COVID-19 pandemic took virtual spending to an entirely new level. As more and more people are embracing this type of spending, the payment options are growing.
As a full-service wealth management firm, we provide services for our clients beyond financial planning and investment management. Often times we will assist clients with their banking needs, including loans and lines of credit.
If you are one of the 22 million investors with a retirement plan at Fidelity, you may have access to an option within your plan that could dramatically improve the success of your 401k. Fidelity’s BrokerageLink® option is a self-directed brokerage account within the 401k or 403b plan. In this article, you’ll learn what the BrokerageLink® option is and when it may make sense to take advantage of it.
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.