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 …
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 …
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 …
Our 4th Quarter 2013 Newsletter
Q4 2013 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 …
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 …
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 …
Is Financial Synergies Right for You?