Financial Synergies Team Video
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.
Financial Synergies is Ahead of the New Fiduciary Rule
In early April, the Department of Labor released its final version of its fiduciary rule for financial advisors.
Q1 2016 Market Review
This report features world capital market performance and a timeline of events for the past quarter.
Calm in Turbulent Times
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 …
Using Pre-Paid Gift Cards on Amazon
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 …
Happy Holidays
From all of us at Financial Synergies, we wish you and yours a safe and Happy Holiday.
Happy Thanksgiving!
With gratitude and appreciation, the team at Financial Synergies wishes you, your family, and your friends a safe, warm, and happy Thanksgiving.
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 …
Q2 2015 Newsletter
We hope you enjoy our quarterly newsletter. If you have any questions, feel free to reach out to us at info@finsyn.com
Office Closed Friday July 3rd
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 …
Medicare: An Overview
Understanding your Medicare options is no simple task. This brief overview will help you understand the main aspects of Medicare and help you determine which options are right for you. The first step is knowing when you are eligible to …
Financial Synergies Recognized by Houston Business Journal
Financial Synergies was named a top wealth management firm and one of the largest money managers by Houston Business Journal for 2014.
ETFs
As mentioned in my last article, we’ve added some ETFs (exchange-traded funds) to most of our portfolio allocations. ETFs have been around for many years and are one of the more liquid, efficient and transparent investment vehicles available. They are …
Financial Synergies Pathway
Over the years, clients have asked us if we would be willing to assist their adult children, nieces, nephews, and friends with financial planning and investment management, even though they don’t have quite enough to meet our investment minimum. We …
Q3 2014 Newsletter
Q3 2014 Newsletter from Financial Synergies Asset Management, Inc
