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

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 … Continue reading

Q1 2014 Newsletter

Our 1st quarter newsletter features articles by the whole team. Q1 2014 Newsletter from Financial Synergies Asset Management, Inc

A Surgical Approach to Rebalancing

As we have all experienced, time and repetition can cause us to take for granted things that others recognize as being extraordinary. During the past week, two new clients mentioned how impressed they were with the rebalancing strategy we employ, … 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

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

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