Market Update 2024

Market Update Q1 2024

Below is a video of our first quarter 2024 Market Update. In it, we cover the following: Market updates over the last 1, 5, and 10 years Strong returns for US stocks Should you make changes to your portfolio in…

Market Update Q4 2023

Below is a video of our Fourth Quarter 2023 Market Update. In the video we cover: Why even when things feel uncertain, doesn’t mean it’s a bad time to invest How different areas of the market looked in 2023 vs…

Stock and Bond Market Update for the Third Quarter 2023

Market Update Q3 2023

Below is a video of our Third Quarter 2023 Market Update. In the video we cover: Where we’ve been over 1, 5, and 10 years A reminder that there’s always a reason to worry Should you invest less in stocks…

Spotlight on Colton Tickle: Competence and Diligence

At Financial Symmetry, our core values guide our company’s decision-making and drive our team toward excellent service to our clients. We have a formal process by which our employees can recognize each other when someone demonstrates excellence in representing our…

Market Update Q2 2023

Markets have continued a strong rebound through the second quarter of 2023. In this quarter’s market update, we talk through some  lessons to take from it. Click on the video below to watch our 2nd quarter 2023 market update. We…

Is rental real estate right for you?

Is Rental Real Estate Right for You? 

Rental real estate is hot right now, especially in the Triangle area. Over the past two years, I’ve had many of my clients ask about rental real estate and whether it could be a good avenue to pursue to diversify…

Download our 5 Questions to Ask Your Financial Advisor eBook

We break down some of the most important questions we are asked on a regular basis.

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