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. Continue reading
Choosing the Right Financial Advisor
Tag Archives: houston financial 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. Continue reading
Financial Synergies Recognized by Houston Business Journal
Financial Synergies recently made two prestigious lists published in the Houston Business Journal. Continue reading
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 … Continue reading
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 … 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:
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 … Continue reading
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. … Continue reading
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 … Continue reading