Whether you’re looking for your first financial advisor or looking to make a change, there are some important questions to ask yourself and the potential advisor. Continue reading
Choosing the Right Financial Advisor
Tag Archives: registered investment advisor
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 don’t have quite enough to meet our investment minimum. We … Continue reading
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 to get nervous about it. We had no parents handy … Continue reading
Q1 2014 Newsletter
Our 1st quarter newsletter features articles by the whole team. Q1 2014 Newsletter from Financial Synergies Asset Management, Inc
What it Means to Be a “Registered Investment Advisor”
When I was home over the holiday break, my father asked me a very important question about why we are different from other large brokerage firms. I simply responded with an impatient answer: “We are an RIA, Dad.” At that … Continue reading
Our 4th Quarter 2013 Newsletter
Q4 2013 Newsletter from Financial Synergies Wealth Advisors, 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 supply will surely diminish our future lifestyles. European sovereign debt … Continue reading
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 Something”. It became a popular anthem for Americans as we … Continue reading
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 the account transfer process that follows is both challenging and … Continue reading