Q3 2015 Quarterly 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. The report …
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, …
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:
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
A Tiny Country in the Eurozone

The Greek drama just won’t end. The banks have been closed and cash withdrawals from ATMs are now limited to 60 euros per day. The country is a mess and is, unfortunately, the primary cause of recent global market volatility. …
International Diversification Pays Off in 2015

It’s hard to believe that just six years ago we experienced one of the worst global economic and stock market meltdowns in history. However, since then stocks have experienced a meteoric rise. U.S. stocks have been dominating the recovery and …
Q1 2015 Newsletter

Our first newsletter of 2015 is packed with firm updates and exciting new technology. View it below, or download it here. Q1 2015 Newsletter from Financial Synergies Asset Management, Inc
President Obama Seeks New Rules for Brokers

The White House has called upon the Department of Labor to hold financial brokers and professionals to a higher Fiduciary Standard. The Fiduciary Standard is a simple yet important concept. Simply put, when advisors act as fiduciaries, they are placing …
Q4 2014 Newsletter

Q4 2014 Newsletter from Financial Synergies Asset Management, Inc
Q3 2014 Newsletter

Q3 2014 Newsletter from Financial Synergies Asset Management, Inc
Taken Your Temperature Lately?

When our 28-year-old daughter, Caitlin, was just four months old, my wife and I noticed she was running a fever. We had been parents for exactly four months and began to get nervous about it. We had no parents handy …
Q2 2014 Newsletter

Our 2nd quarter newsletter, featuring updates on the current state of the market, a mid-year recap of our portfolio, Schwab’s new technological advances with eSignature from DocuSign®, and understanding behavioral bias in investing.