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 … Continue reading

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 … Continue reading

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 … Continue reading

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 … Continue reading

Our 4th Quarter 2013 Newsletter

Q4 2013 Newsletter from Financial Synergies Wealth Advisors, Inc.

The Fund with the Odd Name

When first mentioned in client meetings, the Merger Fund sometimes elicits looks of confusion or curiosity from its name alone.  It doesn’t sound like the other names in your portfolio, and it doesn’t act like them either.  It’s considered an … Continue reading

An Affirmation from Morningstar

Morningstar announced last week their selections for their 2013 Fund Manager of the Year awards. We were pleased to learn that Dan Ivascyn and Alfred Murata, managers of the PIMCO Income fund, were selected as Fixed-Income Fund Managers of the … Continue reading

Low for Longer: A More Active Approach to Fixed Income

“Low for Longer” is Blackrock’s investment theme heading in to 2014. The Low for Longer tag line is their way of expressing a forecast of tepid economic growth, easy monetary policy and, consequently, low interest rates. Investment catchphrases such as … Continue reading

An Interview with Brian Miller: BlackRock Global Allocation Fund

While visiting BlackRock’s New York offices on a due diligence trip in October, Bryan Zschiesche of Financial Synergies had the opportunity to interview Brian Miller, CFA, Portfolio Specialist for the BlackRock Global Allocation fund. The Global Allocation fund is a … Continue reading