3 Not-So-Obvious Retirement Roadblocks, Ep #136
Have you ever been on your way to an epic summer road trip and then all of a sudden you come upon a roadblock? An unexpected work zone that is destined to add a half hour or more to your…
2021 InvestmentNews Best Places to Work For Financial Advisers
Financial Symmetry is honored to be recognized in the 2021 InvestmentNews Best Places to Work for Financial Advisers. Our dedication to enhance today and enrich tomorrow applies not only to financial well being, but also to the culture of positivity…
What to Expect from a Financial Advisor – The 5 C’s, Ep #134
Have you been on the fence about hiring a financial advisor? This indecisiveness can cost you. Today we’re talking through a list of attributes you should expect when looking to work with a financial advisor. We’re sharing a list…
Building Wealth by the Decades: One Thing you can do to Ensure Financial Success Ep #129
What is the most important thing you can do for building wealth? Recently, Jeff Levine (@CPAPlanner) put this question out into the Twitterverse: Question: Other than regularly saving and investing, what do you think is the single most important…
12 Actionable Steps to Improve Your Financial Outlook, Ep #127
As we come upon a new year it is a good time to reflect on your finances and set goals. In this episode, we discuss 12 steps you can take action on to improve your financial outlook. If you’re looking…
Investing Through the 2020 Election
The incredible uncertainties we are facing in 2020 have raised the stakes for both our government and our investment strategies. For investors, there seem to be more questions than answers. Are there signals in the movement of markets that we…
If Only I Had Bought Zoom When it IPO’d in 2019, Ep #123
While the FAANG stocks have been the most obvious enviable stock positions over the past decade, there are always success stories readily available to raise feelings of doubt and FOMO in even the most disciplined long-term investors. For example, investors…
The Impact of COVID-19 on Women’s Financial Lives, Ep #121
We know the COVID-19 global pandemic has affected everyone in unique ways. Today we want to discuss how this health crisis has affected women, specifically financially. As working mothers, we have felt the impact of these daily changes acutely. …
How Should I Position My Portfolio Before the Election? [UPDATED], ep#120
Every 4 years this question surfaces and investors try to predict which candidate will be better for the economy and stock market. While 2016 may seem like a distant memory, many investors were concerned at the time, that the…
Nearing Retirement? Prepare for these Retirement Surprises, Ep #115
You spend half your life preparing for retirement, but that doesn’t mean there won’t be surprises when you get there. In this episode, we highlight 10 common retirement surprises and provide strategies so you are ready when they arise….
