A Surgical Approach to Rebalancing

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, … Continue reading

Growth vs. Value: Oil & Water?

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 … Continue reading

Five Ways to Jumpstart Your New Year’s Resolutions

In the spirit of the holidays, I’ve decided to get a head start on my New Year’s Resolutions: “I resolve to write every day, learn the guitar, and teach myself conversational French.” Now, lofty goals are my specialty, but the … Continue reading