Our 1st quarter newsletter features articles by the whole team. Q1 2014 Newsletter from Financial Synergies Asset Management, Inc
Q1 2014 Newsletter
Tag Archives: portfolio benchmarks
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, …
Low for Longer: A More Active Approach to Fixed Income
“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 …
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 …
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 …
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 …
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 …
Is Financial Synergies Right for You?