Choosing the Right Financial Advisor
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.
Will on Houston Matters Discussing Social Security Changes
There’s a new Social Security rule going into effect at the end of this month, and it could impact when you decide to start collecting your benefits.
Top Wealth Management Firm Houston 2016
Financial Synergies was ranked a top wealth management firm in Houston by Houston Business Journal for 2016.
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 …
Happy Holidays
From all of us at Financial Synergies, we wish you and yours a safe and Happy Holiday.
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 …
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:
What’s Your Estate Plan?
My wife and I have a close friend who recently underwent a major heart operation. Like me, he’s in his early 30s and appeared to be in perfect health. Our friend visited a doctor earlier in the year regarding a …
A Tiny Country in the Eurozone
The Greek drama just won’t end. The banks have been closed and cash withdrawals from ATMs are now limited to 60 euros per day. The country is a mess and is, unfortunately, the primary cause of recent global market volatility. …
Two-Minute Tour
Financial Synergies is located on the 14th Floor of the Whitney Bank building, just inside the loop in Highland Village. If you haven’t been to the office lately, we would love to see you and share updates with you. Until …
Financial Synergies Named to 2015 Financial Times 300 Top Registered Investment Advisers
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. …
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:
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.
