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. 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