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The Blog

Weekly insights on the markets, economy, and financial planning

International Diversification Pays Off in 2015

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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 …

Mid-Year Portfolio Recap

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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 a good year for all the major asset classes we …

Growth vs. Value: Oil & Water?

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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 strategies we utilize in your portfolios. Growth and Value are …

Take a Stand for What You Believe In

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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 Something”. It became a popular anthem for Americans as we …

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

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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 pass for “diversification” in the financial planning industry. Diversification is …

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