Enhance Today | Enrich Tomorrow
A few years ago I wrote about the rise of target date funds in retirement plans. At the time, the Senate Special Committee on Aging was proposing legislation that would require target date fund managers to take on fiduciary responsibility. …
In the midst of tax season, the American Mustache Institute is proposing a tax benefit for people with facial hair. The Institute is planning a Million Mustache March this April 1st to support the “STACHE ACT,” Stimulus to Allow Critical…
Are you making the most of the employer match in your 401k plan? Getting the full employer match in your retirement plan is one of the closest things to free money in our economy. Forbes recently ran an article titled…
As we look towards the New Year, we pause to reflect on all the events of the past 12 months. Financial Symmetry has covered several current events on our blog throughout 2011, and here are what we think the Top…
Consider taking capital gains For taxpayers in the 10% and 15% brackets, the capital gains rate is currently 0%. This is scheduled to last through the 2012 tax year. Maxing out your pre-tax retirement contributions or a period of unemployment…
Over the summer I wrote about the return on investment of a college education. While a college graduate on average earns $20k more per year than a non-graduate, a bachelor’s degree may not be the only way to achieve a…
As a new mom I am always trying to do what is best for my child. Whatever the decision-whether to swaddle, use a pacifier, or let him cry-I frequently second-guess myself and wonder if I should be doing things differently. …
The tragedy in Japan continues to be the top news story and warrants international support. While the human aspect of this crisis continues to be devastating, we can’t discount the economic impact as well. Well respected international fund family, First…
As you may have read or noticed on your end of year statements, small cap stocks were the top performing category for 2010. These stocks outperformed their large cap counterparts and gave investors with small cap positions a significant boost…
We work hard to build wealth for our clients while fostering an honest and open stream of communication about their financial situations. As a result, it is upsetting to us when we see deceptive marketing practices to sell investment products or promote undesirable lending practices.
