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The Blog

Weekly insights on the markets, economy, and financial planning

A Surgical Approach to Rebalancing

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As we have all experienced, time and repetition can cause us to take for granted things that others recognize as being extraordinary. During the past week, two new clients mentioned how impressed they were with the rebalancing strategy we employ, …

Growth vs. Value: Oil & Water?

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As a client of Financial Synergies, you’ve undoubtedly heard us use the terms “growth” and “value”; they are even included in the names of some of our funds, and are strategies we utilize in your portfolios. Growth and Value are …

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