FinSyn Insights
Weekly insights on the markets, economy, and financial planning
- May 15, 2014
- Bryan Zschiesche
Mike Minter and I are attending a conference this week in Chicago hosted by Envestnet Tamarac, the software provider of our rebalancing, reporting, and contact management programs. Our primary goal in attending the conference is to learn new ways to …
- April 22, 2014
- Financial Synergies
Our 1st quarter newsletter features articles by the whole team. Q1 2014 Newsletter from Financial Synergies Asset Management, Inc
- March 19, 2014
- Bryan Zschiesche
A prerequisite for investing is optimism about the future. After all, if you don’t believe that things will be better tomorrow than they are today, there would be no reason to squirrel away your money. It can be difficult at …
- February 18, 2014
- Bryan Zschiesche
On April 1st, 2014, Financial Synergies will welcome Greg Valliere, Chief Political Strategist for the Potomac Research Group, to a special client event at Willie G’s in Houston. With over 30 years of experience covering Washington, Greg focuses on the …
- February 11, 2014
- Mike Minter
After a year like 2013 stocks deserve a little breather, and that’s exactly what they got in January. Stocks (S&P 500) ended the month down -3.5%, while bonds (Barclays Aggregate Bond Index) posted a 1.5% gain. Last year stocks were …
- January 31, 2014
- Financial Synergies
Q4 2013 Newsletter from Financial Synergies Wealth Advisors, Inc.
- December 20, 2013
- Bryan Zschiesche
Riding in the elevator this morning, a fellow passenger commented on how quickly the year had flown by for her. Every year about this time, I find myself having that conversation regularly. I’m sure you do as well. Indeed, each …
- November 20, 2013
- Marie Villard
In the spirit of the holidays, I’ve decided to get a head start on my New Year’s Resolutions: “I resolve to write every day, learn the guitar, and teach myself conversational French.” Now, lofty goals are my specialty, but the …
- October 30, 2013
- Mike Minter
It is probably no surprise that Houston’s economy is strong, but sometimes I take for granted how blessed I am to live in such a prosperous city.
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