Is Now a Good Time to Invest? Ep #149

 Anxiety-inducing headlines, all-time stock market highs and an economy still recovering from a pandemic, have left many people hesitant to invest their cash savings. None of us can make uncertainty disappear, but considering potential outcomes and evidence can make…

2021 3rd Quarter Market Update

This brief video includes recent updates on the global stock and bond markets. In addition, please contact your Financial Symmetry team if you have any specific questions regarding your portfolio, our strategy or performance. Click on the video below to…

IRS Letters Due to the 2020 Recovery Rebate Credit

Recently the Internal Revenue Service has been sending out a lot of CP11 notices regarding the 2020 Recovery Rebate Credit being reported incorrectly on 2020 tax returns.  If you find yourself receiving one of these letters from the IRS stating…

Tips for Avoiding a Post-COVID Spending Boom

Remember how a year ago we could barely eat at restaurants, and there was hardly any traveling going on?  Many individuals and households spent a lot less in the lockdown months of 2020-2021 than they usually do, which resulted in…

2nd Quarter 2021 Market Update

This brief video includes recent updates on the global stock and bond markets. In addition, please contact your Financial Symmetry team if you have any specific questions regarding your portfolio, our strategy or performance. Click on the video below to…

1st Quarter 2021 Market Update

This brief video includes recent updates on the global stock and bond markets. In addition, please contact your Financial Symmetry team if you have any specific questions regarding your portfolio, our strategy or performance. Click on the video below to…

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

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