FinSyn Insights

Weekly insights on the markets, economy, and financial planning

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!
The Houston Business Journal has ranked Financial Synergies Wealth Advisors as a top wealth management firm in Houston for 2021.
We are thrilled to announce the hiring of our newest Associate Financial Advisor and addition to the Financial Synergies Team - Dane Spencer!
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.
Our very own senior financial advisor, Will Goodson, CFP®, recently sat down with a KLTV reporter to discuss the recent round of government stimulus checks. Will discusses how individuals and families can best use these funds for saving and investing, and outlines the key ingredients for long-term financial planning.

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