FinSyn Insights

Weekly insights on the markets, economy, and financial planning

When I was home over the holiday break, my father asked me a very important question about why we are different from other large brokerage firms. I simply responded with an impatient answer: “We are an RIA, Dad.” At that …
Q4 2013 Newsletter from Financial Synergies Wealth Advisors, Inc.
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 …
Riding in the elevator this morning, a fellow passenger commented on how quickly the year had flown by for her. Every year about this time, I find myself having that conversation regularly. I’m sure you do as well. Indeed, each …
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 …
“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 …
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. …
Remember 2008? Some of us kept our eye on the ball and maintained our long-term investment plans. Others panicked and went to cash, thinking that it would protect them from downside risk, and waited until the market “normalized” before they dove back …
Aaron Tippin is a country music artist that rose to fame in the early 1990’s. I was a teenager when his debut single was released, “You’ve Got To Stand For Something”. It became a popular anthem for Americans as we …
Over the years I’ve come to realize that diversification can mean different things to different people. Most financial advisors preach diversification, but I’m often astonished by the allocation strategies that pass for “diversification” in the financial planning industry. Diversification is …

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