FinSyn Insights

Weekly insights on the markets, economy, and financial planning

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 …
The Retirement Salary® is our proprietary retirement income strategy. It is not an annuity or commission-based product. It is designed to provide retirees with a steady, predictable income while allowing the portfolio to continue growing over time. Please view the …
If economic growth is so anemic, why are stocks so robust? This is the number one question I get these days, and for good reason. After all, since mid-2009 the average annual growth of the economy, as measured by growth of …
There are millions of intelligent people in this country (don’t laugh- seriously!), many of whom invest their money in the securi­ties markets. Why, then, are there so few genuinely successful investors? In my opin­ion, the answer is simple – they …
Growing up on the east coast, your per­ception of Texas is what you might see in old John Wayne westerns. When I told my friends and family I was planning on mov­ing here, I could see wild visions floating through …
As I write, the Dow Jones Industrial Average has closed at over 14,397, a 120% increase since its bottom of 6,547 at the market’s nadir exactly four years ago on March 9, 2009. Countless articles are being written on the …

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