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FinSyn Insights

Weekly insights on the markets, economy, and financial planning

Whether you're looking for your first financial advisor or looking to make a change, there are some important questions to ask yourself and the potential advisor.
A meeting with a prospective client several weeks ago has stuck with me in a way that few meetings have in my career. As we learn about the goals and aspirations of the people with whom we work, we also hear about their frustrations with previous financial advisors.
Consider the following trick question: Would you rather have $10,000 per day for 30 days or a penny that doubled in value every day for 30 days? The best choice is the doubling penny, because at the end of 30 …
June 18, 2015 – Financial Synergies is pleased to announce that it has been named to the Financial Times 300 Top Registered Investment Advisers, as of June 18, 2015. The list recognizes top independent RIA firms from across the U.S. …
On Tuesday, June 16th Bryan Zschiesche answered listener calls on 88.7 KUHF for Houston Matters on Financial Planning. Listen to the recorded segment by clicking the play button below:

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