Q1 2017 Newsletter
Check out our Q1 2017 Newsletter.
Top Wealth Manager Ranking 2017
The Houston Business Journal has ranked Financial Synergies as a top wealth management and money management firm in Houston for three consecutive years.
Financial Synergies Team Video
If there are people in your life who may benefit from our services, and we’ve never been introduced, please feel free to share our company video with them.
Financial Synergies Welcomes Kevin Nelson
Financial Synergies is excited to announce the addition of our newest advisor, Kevin A. Nelson. With 11-years of financial advisory experience, Kevin brings a wealth of knowledge and fresh perspectives to our team.
Q4 2016 Newsletter
Our latest newsletter features articles on various topics including historical stock market performance, small-cap stocks, and post-election markets.
Giving Thanks
With gratitude and appreciation, the team at Financial Synergies wishes you, your family, and your friends a safe, warm, and happy Thanksgiving.
Changes to Money Market Funds in Your Accounts
Due to upcoming regulation, we recently began the process of changing the money market funds (the cash position) in your accounts.
The Two-Minute Tour
Curious about where we work and who we are? Watch this video to take a brief two-minute tour of our office!
Client Portal Enhancements Tutorial
Recently there were some enhancements made to your client portal. We’ve incorporated these into a new client view that we think will improve your online experience.
Financial Synergies Featured in FA Magazine’s RIA Ranking
Financial Synergies is honored to be on FA Magazine’s RIA Ranking list for 2016. We are ranked the highest in Houston, we are 13th in our category, and 310th overall.
Changes to Schwab Monthly Statements
If you received your Schwab monthly statement in the past week, you may have seen an insert in the mailing talking about some upcoming changes to the way Schwab will be reporting your account activity going forward.
Financial Synergies is Ahead of the New Fiduciary Rule
In early April, the Department of Labor released its final version of its fiduciary rule for financial advisors.
Top Wealth Management Firm Houston 2016
Financial Synergies was ranked a top wealth management firm in Houston by Houston Business Journal for 2016.
Update on 2015 Tax Forms
Schwab has announced that the mailing dates for 2015 tax forms will be a little bit later than they have in previous years. Below is a modified schedule of when you should expect to see your forms, either via mail …
Happy Holidays
From all of us at Financial Synergies, we wish you and yours a safe and Happy Holiday.
