Spending with Purpose

Earlier this week Bryan, Heath, and I attended a monthly meeting for the Financial Planning Association’s (FPA) Houston chapter. The chapter puts a lot of effort into attracting well-known industry speakers …

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Q3 2014 Newsletter

Q3 2014 Newsletter from Financial Synergies Asset Management, Inc

What’s Your Retirement Number?

A couple of years ago, ING started a great marketing campaign to encourage people to start saving for retirement.  The “What’s your retirement number?” slogan was undoubtedly derived from a …

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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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Worst Case Scenarios

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 …

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Is Now a Good Time to Start Investing?

“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 …

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Why Staying the Course is The Best Route

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 …

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