If there are people in your life who may benefit from our services, and we’ve never been introduced, please feel free to share our company video with them. Continue reading
In early April, the Department of Labor released its final version of its fiduciary rule for financial advisors. Continue reading
This report features world capital market performance and a timeline of events for the past quarter. Continue reading
It’s Dr. Martin Luther King Jr.’s birthday, and I thought it would be a good time for you to hear from me. Dr. King always preached calm in turbulent times, and I would like to echo that sentiment during these … Continue reading
Given the recent holiday season, it’s likely you received a present in the form of a pre-paid gift cards. For those of you who like shopping on Amazon, you may realize that using those gift cards isn’t so easy. The … Continue reading
From all of us at Financial Synergies, we wish you and yours a safe and Happy Holiday.
With gratitude and appreciation, the team at Financial Synergies wishes you, your family, and your friends a safe, warm, and happy Thanksgiving.
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
We hope you enjoy our quarterly newsletter. If you have any questions, feel free to reach out to us at firstname.lastname@example.org
In celebration of Independence Day, our offices will be closed on Friday July 3rd. During this time you can call in and leave a voicemail, and we will respond to you accordingly when we return on Monday, July 6th. For … Continue reading