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FinSyn Insights

Weekly insights on the markets, economy, and financial planning

An Interview with Brian Miller: BlackRock Global Allocation Fund

  • November 5, 2013
  • Bryan Zschiesche
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 …
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Worst Case Scenarios

  • October 23, 2013
  • Mike Booker
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 …
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Our 3rd Quarter 2013 Newsletter

  • October 18, 2013
  • Financial Synergies
Q3 2013 Newsletter from Financial Synergies Asset Management, Inc
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Is Now a Good Time to Start Investing?

  • October 8, 2013
  • Heath Hightower
“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 …
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Syria and the Market

  • September 10, 2013
  • Mike Minter
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. …
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Change in Commodities

  • August 13, 2013
  • Mike Minter
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 …
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Flexibility: The Antidote for Interest Rate Uncertainty

  • July 15, 2013
  • Bryan Zschiesche
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 …
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Quirky IRA Deductibility Rules

  • June 10, 2013
  • Mike Minter
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 …
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Financial Synergies Wealth Advisors

4400 Post Oak Pkwy #200
Houston, TX 77027

Financial Synergies Wealth Advisors is a fee-only, fiduciary Financial Advisor in Houston, Texas. We specialize in wealth management services, including comprehensive financial planning and investment management.

For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses in Houston, Texas and around the country.

Wealth Management Services include financial planning, retirement planning, investment management, tax planning, insurance planning, estate planning, and company retirement plans.

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