As a financial advisor in Houston, TX, I spend a considerable amount of time talking with clients about the price of oil. Everyone in Houston is keenly aware that the price of oil has plummeted over the last few months, and we’re already beginning to feel the effects in our local economy. Energy companies have already starting laying people off, turmoil overseas continues to threaten the global economy, and the stock market has yet to offer us any relief. Read More
From time to time, we get to share amazing stories about our clients and their achievements, and we are honored to share Yamile Jackson’s story. Yamile is a PhD engineer …
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:
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:
They say a picture is worth a thousand words; in my case, it may be closer to two thousand. That’s one of the reasons I find the work of Carl …
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 …
Q3 2014 Newsletter from Financial Synergies Asset Management, Inc
When our 28-year-old daughter, Caitlin, was just four months old, my wife and I noticed she was running a fever. We had been parents for exactly four months and began …
Our 1st quarter newsletter features articles by the whole team. Q1 2014 Newsletter from Financial Synergies Asset Management, Inc
On April 1st, 2014, Financial Synergies will welcome Greg Valliere, Chief Political Strategist for the Potomac Research Group, to a special client event at Willie G’s in Houston. With over …
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