What it Means to Be a “Registered Investment Advisor”
When I was home over the holiday break, my father asked me a very important question about why we are different from other large brokerage firms. I simply responded with an impatient answer: “We are an RIA, Dad.” At that …
Our 4th Quarter 2013 Newsletter
Q4 2013 Newsletter from Financial Synergies Wealth Advisors, Inc.
Happy Holidays from Financial Synergies
Our 3rd Quarter 2013 Newsletter
Q3 2013 Newsletter from Financial Synergies Asset Management, Inc
Check out Highlights from our Fall Client Appreciation Event!
Financial Synergies teams up with J.P. Morgan in a speaker-event with Andres Garcia-Amaya, Global Market Strategist, J.P. Morgan Funds. The event was held at the Hofheinz House, in Houston, TX on September 4, 2013 at 6pm. See below for some …
The Financial Synergies Two Minute Tour
Come take a tour of our office, located on the 14th Floor of the Whitney Bank Building in Houston, TX.
Registered Investment Advisor: Why This Distinction Matters
We are often asked the question, “What makes you different?” There are many things that set us apart from our competitors, but there is also an official distinction we hold over the majority of other financial advisors. For more than …
Enhancing Your Financial Synergies Experience with New Media
The rise in social media networks and other Internet-based outlets, such as messaging and email, have become very important tools for communication in business. Now, with the SEC regulation allowing for companies to push certain types of business announcements and …
View Our 1st Qtr Newsletter
We are pleased to announce the redesign of our Quarterly Newsletter. Click here to view the 1st quarter newsletter, which was published on 4/15/2013. Feedback and comments are welcome.
Texas: Drawing in the Best Bulls
Keld Jenson is a contributor for Forbes online and has written about the other types of intelligence beyond IQ: Emotional Intelligence (EQ), Moral Intelligence (MQ) and Body Intelligence(BQ). He writes that your IQ “pales in comparison with your EQ, MQ …
Thank You For Attending the Client Appreciation Event!
We had a blast at the Client Appreciation Event on March 28th 2013 at Arcodoro. Thanks to all of those who were able to attend, it was great to see you!
