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, …

Read More

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 …

Read More

Take a Stand for What You Believe In

Aaron Tippin is a country music artist that rose to fame in the early 1990’s.  I was a teenager when his debut single was released, “You’ve Got To Stand For …

Read More

What Diversification Really Is (And What It’s Not)

Over the years I’ve come to realize that diversification can mean different things to different people.  Most financial advisors preach diversification, but I’m often astonished by the allocation strategies that …

Read More

View Our 1st Qtr Newsletter

We are pleased to announce the redesign of our Quarterly Newsletter. Click here to view the 1st quarter newsletter, which was published on 4/15/2013. Feedback and comments are welcome.

Benchmarks and Investor Psychology

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 …

Read More