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

Elegant Simplicity

They say a picture is worth a thousand words; in my case, it may be closer to two thousand. That’s one of the reasons I find the work of Carl Richards, a.k.a. The Sketch Guy, to be so outstanding. Last … Continue reading

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 … Continue reading

Hindsight is 20/20

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 … Continue reading

Test Your Own Behavioral Bias

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 … Continue reading

The Market Takes a Breather in January

After a year like 2013 stocks deserve a little breather, and that’s exactly what they got in January.  Stocks (S&P 500) ended the month down -3.5%, while bonds (Barclays Aggregate Bond Index) posted a 1.5% gain.  Last year stocks were … Continue reading

What it Means to Be a “Registered Investment Advisor”

When I was home over the holiday break, my father asked me a very important question about why we are different from other large brokerage firms. I simply responded with an impatient answer: “We are an RIA, Dad.” At that … Continue reading

Syria and the Market

The situation in Syria has gone from bad to worse over the last few weeks.  The U.S. and allies are preparing for a possible military strike against President Assad’s regime in a country that has been torn apart by a brutal civil war.  … Continue reading

View Our 1st Qtr Newsletter

We are pleased to announce the redesign of our Quarterly Newsletter. Click here to view the 1st quarter newsletter, which was published on 4/15/2013. Feedback and comments are welcome.