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Weekly insights on the markets, economy, and financial planning

Financial Synergies Completes 20-Year Internal Succession, Names Eight New Partners

  • May 8, 2025
  • Financial Synergies Wealth Advisors
As many of you already know, we’ve recently completed a carefully designed internal succession plan—one more than 20 years in the making.
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Recent Articles

  • May 8, 2025
  • Financial Synergies Wealth Advisors

Financial Synergies Completes 20-Year Internal Succession, Names Eight New Partners

As many of you already know, we’ve recently completed a carefully designed internal succession plan—one more than 20 years in the making.
Continue Reading
  • May 7, 2025
  • Mike Minter

Monthly Market Update: Rising Policy Uncertainty Leads to Increased Market Volatility

Explore how rising policy uncertainty leads to increased market volatility in the latest Monthly Market Update.
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  • May 6, 2025
  • Mike Minter

Lessons from Warren Buffett for Today’s Investors

Find out how lessons from Warren Buffett for today’s investors can guide your financial journey with patience and long-term vision.
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  • May 5, 2025
  • Mike Minter

Last Week on Wall Street: Longest Winning Streak in 20 Years [May 5-2025]

Last week on Wall Street marked the longest winning streak in 20 years. Discover how trade comments and reports fueled growth.
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  • April 30, 2025
  • Mike Minter

Top Client Questions: Negative Q1 GDP and Recession Concerns

Explore top client questions about negative Q1 GDP and recession concerns, and understand the economic impact of tariffs.
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  • April 28, 2025
  • Mike Minter

Last Week on Wall Street: Positive Trade Talk Spurs Market Rally [Apr. 28-2025] – Video

Stocks pushed higher last week, spurred by the White House's reassuring comments that progress was being made with trade talks.
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  • April 25, 2025
  • Mike Minter

Is The Market Recovery Here? Historical Perspective.

Over the past two months, markets have fallen sharply. However, we've also seen a significant recovery over the past few weeks.
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  • April 24, 2025
  • Mike Minter

Bond Volatility and the Battle Over Fed Policy

For bond investors, especially those who rely on their portfolios for income, the current environment may present both challenges and opportunities for their financial plans.
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  • April 20, 2025
  • Mike Minter

Last Week on Wall Street: Market Slips as Q1 Reports Arrive [April. 21-2025]

U.S. stocks slipped over the shortened trading week as Q1 corporate earnings reports started to roll in.
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  • April 15, 2025
  • Mike Minter

The Bigger Picture on U.S. and China Tensions

Trade tensions between the United States and China have escalated in recent weeks, with both countries implementing unprecedented tariff increases.
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  • April 14, 2025
  • Mike Minter

1st Quarter 2025 Market and Economic Review

Stocks fell in the first quarter after two consecutive years of gains exceeding +20%. The year started off strong, with the S&P 500 reaching a new all-time high in mid-February.
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  • April 14, 2025
  • Mike Minter

Last Week on Wall Street: Tariffs Paused, Stocks Rocket

Stocks rallied on Monday after a report surfaced that the administration was considering a 90-day pause on tariffs.
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  • April 11, 2025
  • Mike Minter

This Isn’t the First Crisis. It Won’t Be the Last. And That’s Okay.

If you're feeling uneasy about the markets right now, you're not alone. I'd be lying if I said this is easy.
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  • April 10, 2025
  • Mike Minter

Quarterly Webinar: Q2 2025 Market and Economic Themes

Please join our Chief Investment Officer, Mike Minter, for our quarterly webinar where we discuss ten relevant market and economic themes heading into the 2nd quarter of 2025.
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  • April 8, 2025
  • Mike Minter

Playing Offense and Defense in Challenging Markets

In sports as well as investing, a winning strategy requires a combination of both offense and defense, especially in challenging markets.
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Financial Synergies Wealth Advisors

4400 Post Oak Pkwy #200
Houston, TX 77027

Financial Synergies Wealth Advisors is a fee-only, fiduciary Financial Advisor in Houston, Texas. We specialize in wealth management services, including comprehensive financial planning and investment management.

For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses in Houston, Texas and around the country.

Wealth Management Services include financial planning, retirement planning, investment management, tax planning, insurance planning, estate planning, and company retirement plans.

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Financial Advisor Houston, TX
4400 Post Oak Pkwy #200Houston, TX 77027

Financial Synergies Wealth Advisors

4400 Post Oak Pkwy #200
Houston, TX 77027

Financial Synergies Wealth Advisors is a fee-only, fiduciary Financial Advisor in Houston, Texas. We specialize in wealth management services, including comprehensive financial planning and investment management.

For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses in Houston, Texas and around the country.

Wealth Management Services include financial planning, retirement planning, investment management, tax planning, insurance planning, estate planning, and company retirement plans.

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