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
Negativity has permeated our society of late. Predictions of disastrous consequences from the federal debt ceiling impasse abound. Some pundits worry that inflation arising from dramatic increases in the monetary supply will surely diminish our future lifestyles. European sovereign debt … Continue reading
Q3 2013 Newsletter from Financial Synergies Asset Management, Inc
“Is now a good time to start investing?” It’s a simple question, but it’s almost impossible to answer because it requires a market prediction. Most people agree that trying to predict the market is impossible, but it’s human nature to … Continue reading
The situation in Syria has gone from bad to worse over the last few weeks. The U.S. and allies are preparing for a possible military strike against President Assad’s regime in a country that has been torn apart by a brutal civil war. … Continue reading
For the same reason we liquidated our position in TIPS (Treasury Inflation Protected Securities) earlier this year, we’ve made a change in the commodities category. You might be asking yourself, why would terminating a bond position like TIPS prompt a … Continue reading
Much of our latest due diligence and fund research has focused on bonds, and that research recently led us to make a fairly dramatic change to our clients’ bond allocations. Three funds have been eliminated from our portfolios and two … Continue reading
Few would question the merits of using a Traditional IRA as a vehicle for tax-deferred retirement savings. They are very easy to establish, and the investment options are vast. As long as you are under the age of 70 ½ … Continue reading
As you know, in 2011 we reduced our liquid Money Market Fund (Cash) positions from 5% to 2% in most of our portfolios. We then allocated the 3% balance to the Ridgeworth U.S. Government Ultra-Short Bond Fund (SIGVX). We are … Continue reading