FinSyn Insights

Weekly insights on the markets, economy, and financial planning

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 out below: Q3 2015 Newsletter from Financial Synergies Asset Management, …
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 more liquid, efficient and transparent investment vehicles available. They are …
Q3 2014 Newsletter from Financial Synergies Asset Management, Inc
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 in investing.
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 a good year for all the major asset classes we …
Our 1st quarter newsletter features articles by the whole team. Q1 2014 Newsletter from Financial Synergies Asset Management, Inc
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, and it doesn’t act like them either. It’s considered an …
“Low for Longer” is Blackrock’s investment theme heading in to 2014. The Low for Longer tag line is their way of expressing a forecast of tepid economic growth, easy monetary policy and, consequently, low interest rates. Investment catchphrases such as …
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 …
Mike Booker interviews Jai Jacob of Lazard Asset Management on the Lazard Emerging Markets Fund. Recorded in Houston, TX on June 18th, 2013.

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