FinSyn Insights
Weekly insights on the markets, economy, and financial planning
- March 3, 2015
- Mike Minter
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 …
- October 22, 2014
- Financial Synergies
Q3 2014 Newsletter from Financial Synergies Asset Management, Inc
- July 14, 2014
- Financial Synergies
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.
- June 19, 2014
- Mike Minter
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 …
- April 22, 2014
- Financial Synergies
Our 1st quarter newsletter features articles by the whole team. Q1 2014 Newsletter from Financial Synergies Asset Management, Inc
- January 29, 2014
- Mike Minter
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 …
- December 9, 2013
- Heath Hightower
“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 …
- 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 …
- July 22, 2013
- Mike Booker
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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Q3 2015 Newsletter