A Stock Market Quarter for the Ages

I think “roller coaster” would be the optimal word in describing the first quarter of 2016. We got off to one of the worst starts in U.S. market history.

Financial Synergies 4th Quarter Market Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

Calm in Turbulent Times

It’s Dr. Martin Luther King Jr.’s birthday, and I thought it would be a good time for you to hear from me. Dr. King always preached calm in turbulent times, and I would like to echo that sentiment during these …

This Too Shall Pass

So far the New Year has not been a “happy” one for investors. All of the major stock markets are in negative territory, but the major themes have not changed with the New Year. The same issues putting downward pressure …

The Survey Says…

Investors may not have learned from the market downturns of 2000–2002 and 2008 as much as we thought. According to a TIAA-CREF survey, more than half of investors (53%) think taking more risk in their investments guarantees a higher return. …

Technology and Optimism

This week, Heath Hightower and I are attending the Schwab IMPACT conference in Boston, providing us with the chance to hear from thought leaders across our industry. Yesterday, I had an opportunity to sit down one-on-one with Rick Rieder, Chief …

Q3 2015 Quarterly Market Review

Q3 2015 Newsletter

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, …

Impressive Banking for Charles Schwab Account Holders

Banks these days are either gouging with hidden fees or requiring huge minimum balances. Since many of our clients have complex banking needs, I often refer them to Charles Schwab Bank.

The Patience Principle

“The Patience Principle” is an article written by Jim Parker, Vice President at DFA Australia Limited, for Dimensional Fund Advisors’ Outside the Flags column. The Patience Principle from Financial Synergies Asset Management, Inc

Putting Recent Market Volatility in Perspective

There’s no sugarcoating it, today was nasty. And this week for the global stock markets wasn’t any better. But the last several years have been relatively calm for the U.S. stock market. This bull market has gone 1,418 calendar days …

The China Syndrome

“The China Syndrome” is an article written by Jim Parker, Vice President, DFA Australia Limited, for Dimensional Fund Advisors Outside the Flags column.

The Financial Crisis in Greece

Weston Wellington of Dimensional Fund Advisors discusses how investors should reframe their views of the Greek financial crisis. Watch this quick three-minute video:

Income vs. Total Return

Many investors and retirees rely on their investment portfolio to fund all, or part of their cash needs. In wealth management, there are two practices employed to create this cash flow; the income approach and the total return approach. The …

Q2 2015 Newsletter

We hope you enjoy our quarterly newsletter. If you have any questions, feel free to reach out to us at info@finsyn.com

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