When Should You Invest?
The decision of “when” to invest in the market can be overwhelming. Unfortunately, doing nothing can be the worst decision of all.
Focus on What You Can Control
In this video, David Butler of Dimensional Fund Advisors (DFA), tells his story of a past experience with a stock broker, and discusses the value of working with an independent financial advisor.
Investing Basics – Exchange Traded Funds (ETFs)
Exchange Traded Funds (ETFs) are pooled investment vehicles where investors can get broad-based exposure to different asset classes.
Q3 2015 Newsletter
Our third quarter newsletter introduces you to Financial Synergies’ new hires, reminds us to continue being warrior investors, discusses our new relationship with Dimensional Fund Advisors, and more. Check it out below: Q3 2015 Newsletter from Financial Synergies Asset Management, …
The Patience Principle
“The Patience Principle” is an article written by Jim Parker, Vice President at DFA Australia Limited, for Dimensional Fund Advisors’ Outside the Flags column. The Patience Principle from Financial Synergies Asset Management, Inc
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 …
Q3 2014 Newsletter
Q3 2014 Newsletter from Financial Synergies Asset Management, Inc
Taken Your Temperature Lately?
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 to get nervous about it. We had no parents handy …
Q2 2014 Newsletter
Our 2nd quarter newsletter, featuring updates on the current state of the market, a mid-year recap of our portfolio, Schwab’s new technological advances with eSignature from DocuSign®, and understanding behavioral bias in investing.
Where Should the Market Be?
Last week the Dow Jones (^DJI) topped the 17,000 mark with a gain of about 3.25% for the year. The markets have been on a tear for over three years with no significant downturn since the long forgotten technical correction …
Q1 2014 Newsletter
Our 1st quarter newsletter features articles by the whole team. Q1 2014 Newsletter from Financial Synergies Asset Management, Inc
High-Frequency Trading and Long-Term Investing
If you keep up with the financial news outlets, you’ve probably been exposed to the latest debates on high-frequency trading (HFT). In Michael Lewis’ new book, “Flash Boys: A Wall Street Revolt,” he says that the stock market is rigged. His …
Growth vs. Value: Oil & Water?
As a client of Financial Synergies, you’ve undoubtedly heard us use the terms “growth” and “value”; they are even included in the names of some of our funds, and are strategies we utilize in your portfolios. Growth and Value are …
Duration Risk: What Bond Investors May Not Know
As Mike Booker mentioned in the Q4 newsletter, we think bonds still deserve a place in most portfolios. After all, bonds are ultimately one of the greatest diversifiers an investor can own. Historically, conservative investors have allocated large percentages of …
The Market Takes a Breather in January
After a year like 2013 stocks deserve a little breather, and that’s exactly what they got in January. Stocks (S&P 500) ended the month down -3.5%, while bonds (Barclays Aggregate Bond Index) posted a 1.5% gain. Last year stocks were …
