Financial Synergies Pathway

Over the years, clients have asked us if we would be willing to assist their adult children, nieces, nephews, and friends with financial planning and investment management, even though they …

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Q3 2014 Newsletter

Q3 2014 Newsletter from Financial Synergies Asset Management, Inc

Taken Your Temperature Lately?

When our 28-year-old daughter, Caitlin, was just four months old, my wife and I noticed she was running a fever. We had been parents for exactly four months and began …

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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

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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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 …

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You Think You Have More Time

One of the toughest parts of my job as a financial advisor is experiencing the passing of a long-time client.  Comforting a grieving family and helping to guide heirs through …

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