FinSyn Insights
Weekly insights on the markets, economy, and financial planning
- October 19, 2015
- Financial Synergies
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report …
- April 16, 2014
- Bryan Zschiesche
As we have all experienced, time and repetition can cause us to take for granted things that others recognize as being extraordinary. During the past week, two new clients mentioned how impressed they were with the rebalancing strategy we employ, …
- February 25, 2014
- Heath Hightower
As Mike Booker mentioned in the Q4 newsletter, we think bonds still deserve a place in most portfolios. After all, bonds are ultimately one of the greatest diversifiers an investor can own. Historically, conservative investors have allocated large percentages of …
- February 11, 2014
- Mike Minter
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 …
- January 31, 2014
- Financial Synergies
Q4 2013 Newsletter from Financial Synergies Wealth Advisors, Inc.
- December 9, 2013
- Heath Hightower
“Low for Longer” is Blackrock’s investment theme heading in to 2014. The Low for Longer tag line is their way of expressing a forecast of tepid economic growth, easy monetary policy and, consequently, low interest rates. Investment catchphrases such as …
- August 13, 2013
- Mike Minter
For the same reason we liquidated our position in TIPS (Treasury Inflation Protected Securities) earlier this year, we’ve made a change in the commodities category. You might be asking yourself, why would terminating a bond position like TIPS prompt a …
- July 15, 2013
- Bryan Zschiesche
Much of our latest due diligence and fund research has focused on bonds, and that research recently led us to make a fairly dramatic change to our clients’ bond allocations. Three funds have been eliminated from our portfolios and two …
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Financial Synergies 4th Quarter Market Review