Q3 2015 Newsletter

Our third quarter newsletter introduces you to Financial Synergies’ new hires, reminds us to continue being warrior investors, discusses our new relationship with Dimensional Fund Advisors, and more. Check it …

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ETFs

As mentioned in my last article, we’ve added some ETFs (exchange-traded funds) to most of our portfolio allocations. ETFs have been around for many years and are one of the …

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Q3 2014 Newsletter

Q3 2014 Newsletter from Financial Synergies Asset Management, Inc

Q2 2014 Newsletter

Our 2nd quarter newsletter, featuring updates on the current state of the market, a mid-year recap of our portfolio, Schwab’s new technological advances with eSignature from DocuSign®, and understanding behavioral bias …

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Mid-Year Portfolio Recap

We’re coming up on the half-way point for the year, so I thought it would be a good time to recap what’s been happening in the portfolios.  All in all, it’s been …

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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

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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