Enhance Today | Enrich Tomorrow
I’m not sure about you, but we haven’t met many people that wouldn’t love to lower their tax payments. As we move in to the heart of tax season, do you find yourself wondering every year around this time, what other…
I recently read an article on how to save $1 million. The answer: “Fire your financial advisor.” As a financial advisor and the father of four young children, it got me thinking: Do I need to switch careers? And, more…
We recently hosted our first college planning night to help individuals and families make smart college decisions. The discussion focused on families with children at or near college, but is relevant for kids of all ages. Paying for college involves…
So many of us get charged up and rattle off an impressive list of goals but then struggle to follow through. The disconnect between creating and accomplishing is where life change gets stuck. Months pass and we realize our lives are…
As we did last year, Financial Symmetry has covered several current events on our blog throughout 2015, and here are what we think the Top 10 Economic Stories of the Year have been: Fed Rate Increase On December 15, 2015…
Is a financial advisor’s fee worth it? Couldn’t you do better job managing your own investments and avoiding that cost? According to Vanguard, the leader in do-it-yourself (DIY) investing, they believe a financial advisor can add approximately three percentage points…
The most fundamental issue facing fund investors is also the subject of what might be the most hotly contested debate in the financial services industry: Are actively managed funds or passively managed funds the better option? Actively managed funds are run…
Red ink swept across the major asset classes in November, with one exception: US equities. The markets patiently wait this month to see whether the federal reserve will raise rates at their December meeting for the first time in many…
The recent Congressional budget resolution that eliminated two popular claiming strategies used to maximize Social Security benefits means that many couples might need to rethink their retirement timing or adjust their standard of living. If you are at or near retirement…
October Bounce After a challenging stock market over the summer the markets soared in October with all global markets up between 6-8% for the month. What has changed since the end of September to cause this large one-month increase –…
