Weekly insights on the markets, economy, and financial planning
4400 Post Oak Pkwy #200
Houston, TX 77027
Financial Synergies Wealth Advisors is a fee-only, fiduciary Financial Advisor in Houston, Texas. We specialize in wealth management services, including comprehensive financial planning and investment management.
For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses in Houston, Texas and around the country.
Wealth Management Services include financial planning, retirement planning, investment management, tax planning, insurance planning, estate planning, and company retirement plans.
Find out if we’re a good match for your financial planning and investment management needs. We offer a free, no-obligation consultation to help us get to know each other. We can meet by phone, in-person, or online.
Financial Advisor Houston, TX
4400 Post Oak Pkwy #200Houston, TX 77027
4400 Post Oak Pkwy #200
Houston, TX 77027
Financial Synergies Wealth Advisors is a fee-only, fiduciary Financial Advisor in Houston, Texas. We specialize in wealth management services, including comprehensive financial planning and investment management.
For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses in Houston, Texas and around the country.
Wealth Management Services include financial planning, retirement planning, investment management, tax planning, insurance planning, estate planning, and company retirement plans.
Let’s Just Call it a Year!
Stocks are up this year – big time. Large-cap stocks and small-cap stocks are up 27% and 23%, respectively, for the year.
If 2021 were to end right now, that return would rank in the top quarter of all years since 1926, the beginning of reliable stock-market data.
Despite all the naysayers and pundits calling for an end to this incredible bull market, it has persisted and steam-rolled through every obstacle. Let’s just appreciate what it’s given us.
Who knows what the last few weeks of the year will bring (hopefully a Santa Claus Rally ????), but so far it’s been a hell of a ride for stocks.
Let’s Just Call it a Year!
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Last Week on Wall Street: Broad-Based Market Rally [June 30-2025]
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Shareholder | Chief Investment Officer