FinSyn Insights

Weekly insights on the markets, economy, and financial planning

We’ve enclosed our 3rd Quarter 2022 Newsletter where we share our insights on the markets, economy, investing, and financial planning.
The Houston Business Journal has ranked Financial Synergies Wealth Advisors as a Top Wealth Management firm in Houston for 2022.
We are pleased to announce that Financial Synergies Wealth Advisors has been selected to Financial Advisor Magazine's list of America's Top RIAs for 2022.
Our very own portfolio manager, Grant Ball, has passed the Certified Investment Management Analyst® (CIMA®) exam!
We're celebrating the third year of our summer internship program with three interns! Please join us in welcoming Joshua Brackeen, Michael Guaman, and Colton Owen.
Please welcome our newest team members, Tim Garcia-Prats and Adam Lawrence. We are excited to have these talented professionals join the Financial Synergies family.
Please welcome our two new team members, Stephanie Campbell and Rebecca Janacek. We're thrilled to have these experienced professionals join the Financial Synergies family.
To our wonderful clients- From all of us here at Financial Synergies, we want to wish you and your family a Happy Thanksgiving!
It's no secret that bonds haven't exactly been fun to watch lately. Rising interest rates and inflation have taken a bite out of most fixed income portfolios, and most investors are not accustomed to seeing that.
We are thrilled to announce the hiring of our newest Associate Financial Advisor and addition to the Financial Synergies Team - George Salinas!

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