- December 2, 2016
- Mike Minter
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.
FinSyn Insights
Weekly insights on the markets, economy, and financial planning
- February 23, 2015
- Financial Synergies
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 …
- October 14, 2014
- Mike Booker
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 …
- April 22, 2014
- Financial Synergies
Our 1st quarter newsletter features articles by the whole team. Q1 2014 Newsletter from Financial Synergies Asset Management, Inc
- February 4, 2014
- Marie Villard
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 …
- January 31, 2014
- Financial Synergies
Q4 2013 Newsletter from Financial Synergies Wealth Advisors, Inc.
- October 23, 2013
- Mike Booker
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 …
- August 26, 2013
- Heath Hightower
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 …
- August 19, 2013
- Bryan Zschiesche
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 …
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Q3 2014 Newsletter