Q1 2016 Market Review

This report features world capital market performance and a timeline of events for the past quarter. Continue reading

Year-End Gifting | A Triumph of Kindness

Ben Franklin said “In this world nothing can be said to be certain, except death and taxes.” And, while that was some 250-ish years ago, nothing, still, is more certain. So, as year-end approaches, you may want to give some … Continue reading

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 asset classes in the US and international markets. The report … Continue reading

Hear Bryan Discuss Financial Planning on Houston Matters

On Thursday, October 1st Bryan Zschiesche answered listener calls on 88.7 KUHF for Houston Matters on Retirement and Financial Planning. Listen to the recorded segment by clicking the play button below:

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

Compounding: The Most Powerful Force in the Universe

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 … Continue reading

No Employer 401k? Fear Not!

Most people recognize the importance of saving for retirement. Planning for the long-term is filled with challenges, especially knowing where to start. 401k plans have grown in popularity over the last 20 or so years and are a great vehicle … Continue reading

Listen to Bryan on Houston Matters

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: