FinSyn Insights

Weekly insights on the markets, economy, and financial planning

Below please find our 1st Quarter 2019 Newsletter. Enclosed you'll find articles on the state of the markets, financial planning, and investing.
As part of our commitment to providing the highest level of service to our clients, we've added a new financial advisor to the team - Steven Ha. Please join us in welcoming Steven to the Financial Synergies Team!
Please find below our 4th Quarter 2018 Newsletter. This issue contains articles on financial planning, investing, and the markets. We hope you find the information helpful.
Although 2018 has not been fun for investors, this Thanksgiving I'm thankful for the decade-long bull market and economic expansion. Investors who stuck to their financial plans and stayed invested are closer to achieving their long-term goals.
We're making a minor change to many of the Retirement Salary® portfolios, but these changes will not impact all clients in the program. This will depend on your current allocation, funds, and cash reserve needs.
As many of you know, Will Goodson is not only one of our lead financial advisors, but also our "Social Security Expert." And recently he's taken his knowledge of this complex subject to the next level by attaining the National Social Security Advisors (NSSA®) designation.
Yes, indeed we can! We are pleased to announce an expansion of our service to manage your employer’s retirement plan. This includes 401(k), 403(b), 457 deferred compensation plans and more.
The Houston Business Journal has ranked Financial Synergies Wealth Advisors as a top wealth management firm in Houston for four consecutive years.
Financial Synergies Wealth Advisors is an independent Registered Investment Advisor (RIA). More importantly, we are a Fiduciary - legally and ethically bound to act in the best interests of our clients. Most financial advisors are not fiduciaries.
As a client of Financial Synergies Wealth Advisors, you will now have access to our new mobile app. The mobile app is an abbreviated version of the online client portal. So it doesn't have all the reports or functionality of the full portal.

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