Financial Synergies 4th Quarter Market Review

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. Read More

Q3 2015 Quarterly Market Review

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 …

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A Surgical Approach to Rebalancing

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 …

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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 …

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Change in Commodities

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, …

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