Enhance Today | Enrich Tomorrow
We’ve now had five and a half years of double digit average annual gains in the US stock market. For many investors this outcome was hard to imagine in the depths of the Great Recession. Fear dominated and the future…
It doesn’t seem there should be any difference when calculating investment performance, but there are actually two methods for calculating annualized investment returns. Time Weighted and Dollar Weighted. When evaluating how a manager has performed, Time Weighted is usually the…
Residential solar panel installations have grown dramatically over the last several years. Where sunshine is plentiful, investing in solar panels is likely to produce at least a modest return on the investment. In other places, some homeowners choose to have…
While it is not a good idea to base your retirement plan on working in your 70’s, many retirees are finding that they enjoy getting back into the workforce. A recent article by Bloomberg states that 80% of working retirees…
As we did last year, Financial Symmetry has covered several current events on our blog throughout 2013, and here are what we think the Top 10 Economic Stories of the Year have been:
For the past eight years, Financial Symmetry has had the privilege of sponsoring and participating in the charity golf tournament, Golden on the Green. The tournament, which has been an annual event held at River Ridge Golf Course for the…
Heather Gudac has become the newest partner in Financial Symmetry, Inc., a locally-owned, fee-only financial planning and investment management firm. Gudac states, “I am proud to join the firm as a partner and look forward to contributing to our high-level…
It’s been a year since we discussed the two weakest links for jobs in the US labor market which are Residential Construction and Government. With continued improving employment figures, we thought it would be a good time to revisit these…
Two wildcards continue to cause us to be somewhat cautious- Europe and US politics. In Europe, it appears more and more likely that the European Union’s austerity drive is continuing to depress the weaker nations and thus actually make their…
Everyone wants to feel special, and unfortunately there are those who take advantage of that desire in order to sell questionable products and services. The psychology is based on what is called the Scarcity Principle, and we are subject to…
