Q3 2014 Newsletter

Q3 2014 Newsletter from Financial Synergies Asset Management, Inc

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

Our 4th Quarter 2013 Newsletter

Q4 2013 Newsletter from Financial Synergies Wealth Advisors, Inc.

Worst Case Scenarios

Negativity has permeated our society of late. Predictions of disastrous consequences from the federal debt ceiling impasse abound. Some pundits worry that inflation arising from dramatic increases in the monetary supply will surely diminish our future lifestyles. European sovereign debt … Continue reading

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

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

Benchmarks and Investor Psychology

There are millions of intelligent people in this country (don’t laugh- seriously!), many of whom invest their money in the securi­ties markets. Why, then, are there so few genuinely successful investors? In my opin­ion, the answer is simple – they … Continue reading