FinSyn Insights
Weekly insights on the markets, economy, and financial planning
- March 10, 2015
- Mike Booker
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 …
- January 20, 2015
- Financial Synergies
Q4 2014 Newsletter from Financial Synergies Asset Management, Inc
- October 22, 2014
- Financial Synergies
Q3 2014 Newsletter from Financial Synergies Asset Management, Inc
- October 14, 2014
- Mike Booker
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 …
- July 14, 2014
- Financial Synergies
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.
- July 9, 2014
- Heath Hightower
Last week the Dow Jones (^DJI) topped the 17,000 mark with a gain of about 3.25% for the year. The markets have been on a tear for over three years with no significant downturn since the long forgotten technical correction …
- June 18, 2014
- Bryan Zschiesche
In last week’s blog, Heath pointed out the tendency of people to base investment decisions on irrelevant facts or reference points. In the field of behavioral finance, this is known as anchoring. Heath provided a great example of anchoring: basing …
- June 9, 2014
- Heath Hightower
People are fascinating to me. You’d think that over thousands of years, the human brain would have evolved to become capable of making unbiased decisions as a means for survival. But based on James Montier’s book “Behavioral Investing” our brains …
- 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 …
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Q1 2015 Newsletter