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The Blog

Weekly insights on the markets, economy, and financial planning

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Recent Articles

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!
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.
Join us in congratulating David Wanja on officially becoming a CERTIFIED FINANCIAL PLANNER™ practitioner! David completed the education requirements, passed the exam, and recently met the experience mandate allowing him to use the CFP® marks.
As part of our commitment to providing the highest level of service to our clients, we’ve added a new financial advisor to our growing firm – Rachel Buckhoff. Please join us in welcoming Rachel to the Financial Synergies Team!
Congratulations to our very own Bryan Zschiesche! He was named to Investopedia's 100 Top Financial Advisors of 2020.
Please find below our 3rd Quarter 2020 Newsletter - with articles on the economy, financial planning, the markets, and more. We hope you find it helpful!
The Houston Business Journal has ranked Financial Synergies Wealth Advisors as a top wealth management firm in Houston for 2020. This is our fifth time being selected for this elite list of wealth managers in Houston.
August 2, 2020 – Financial Synergies Wealth Advisors is pleased to announce we have been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers! The list recognizes top independent RIA firms from across the U.S. This is our 5th time being selected for this elite list.

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