FinSyn Insights

Weekly insights on the markets, economy, and financial planning

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.
In early April, the Department of Labor released its final version of its fiduciary rule for financial advisors.
Financial Synergies was ranked a top wealth management firm in Houston by Houston Business Journal for 2016.
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 …
From all of us at Financial Synergies, we wish you and yours a safe and Happy Holiday.
With gratitude and appreciation, the team at Financial Synergies wishes you, your family, and your friends a safe, warm, and happy Thanksgiving.
With our deepest gratitude, the Financial Synergies Team would like to thank all of America’s Veterans and members of the US Armed Forces for their service to our country. We salute you!
From time to time, we get to share amazing stories about our clients and their achievements, and we are honored to share Yamile Jackson’s story. Yamile is a PhD engineer and the heart behind Nurtured by Design, a company that …
Our third quarter newsletter introduces you to Financial Synergies’ new hires, reminds us to continue being warrior investors, discusses our new relationship with Dimensional Fund Advisors, and more. Check it out below: Q3 2015 Newsletter from Financial Synergies Asset Management, …
We hope you enjoy our quarterly newsletter. If you have any questions, feel free to reach out to us at

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