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 …

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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 …

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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 …

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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 …

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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, …

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