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FinSyn Insights

Weekly insights on the markets, economy, and financial planning

Are your IRA beneficiaries set up correctly?

  • August 20, 2014
  • Heath Hightower
If you haven’t reviewed your IRA beneficiaries in a while, you may find that the designated beneficiaries on your IRA are not who you intended them to be, especially if you have grandchildren. For instance, if you name your three …
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Q2 2014 Newsletter

  • 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.
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What’s Your Retirement Number?

  • May 6, 2014
  • Heath Hightower
A couple of years ago, ING started a great marketing campaign to encourage people to start saving for retirement. The “What’s your retirement number?” slogan was undoubtedly derived from a common question that financial advisors hear from clients every day. …
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Q1 2014 Newsletter

  • April 22, 2014
  • Financial Synergies
Our 1st quarter newsletter features articles by the whole team. Q1 2014 Newsletter from Financial Synergies Asset Management, Inc
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Our 4th Quarter 2013 Newsletter

  • January 31, 2014
  • Financial Synergies
Q4 2013 Newsletter from Financial Synergies Wealth Advisors, Inc.
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Our 3rd Quarter 2013 Newsletter

  • October 18, 2013
  • Financial Synergies
Q3 2013 Newsletter from Financial Synergies Asset Management, Inc
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Four Ways You Can Increase Your Life Expectancy

  • October 15, 2013
  • Bryan Zschiesche
At a recent event, I was introduced to a book called Living to 100. The book explores many of the factors that contribute to longevity and is based on research performed by the New England Centenarian Study. As you probably …
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You Think You Have More Time

  • August 19, 2013
  • Bryan Zschiesche
One of the toughest parts of my job as a financial advisor is experiencing the passing of a long-time client. Comforting a grieving family and helping to guide heirs through the account transfer process that follows is both challenging and …
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Social Security & the Marshmallow Test

  • June 24, 2013
  • Bryan Zschiesche
Beginning in the late 1960’s, a professor at Stanford University began a series of studies on delayed gratification. Pre-school children were given a single marshmallow and then offered a choice: they could eat the marshmallow immediately or they could wait …
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The Retirement Salary®

  • June 17, 2013
  • Mike Minter
The Retirement Salary® is our proprietary retirement income strategy. It is not an annuity or commission-based product. It is designed to provide retirees with a steady, predictable income while allowing the portfolio to continue growing over time. Please view the …
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Financial Synergies Wealth Advisors

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.

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