FinSyn Insights
Weekly insights on the markets, economy, and financial planning
- January 18, 2016
- Mike Booker
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 …
- January 14, 2016
- Mike Minter
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 …
- January 3, 2016
- Mike Booker
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. …
- November 13, 2015
- Bryan Zschiesche
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 …
- October 19, 2015
- Financial Synergies
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. The report …
- October 16, 2015
- Financial Synergies
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, …
- October 12, 2015
- Heath Hightower
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.
- September 1, 2015
- Financial Synergies
“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
- August 21, 2015
- Mike Minter
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 …
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Financial Synergies 4th Quarter Market Review