Mid-Year Portfolio Recap

We’re coming up on the half-way point for the year, so I thought it would be a good time to recap what’s been happening in the portfolios.  All in all, it’s been …

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Growth vs. Value: Oil & Water?

As a client of Financial Synergies, you’ve undoubtedly heard us use the terms “growth” and “value”; they are even included in the names of some of our funds, and are …

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Take a Stand for What You Believe In

Aaron Tippin is a country music artist that rose to fame in the early 1990’s.  I was a teenager when his debut single was released, “You’ve Got To Stand For …

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What Diversification Really Is (And What It’s Not)

Over the years I’ve come to realize that diversification can mean different things to different people.  Most financial advisors preach diversification, but I’m often astonished by the allocation strategies that …

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