Enhance Today | Enrich Tomorrow
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 –…
All major equity asset classes are negative for the month and YTD as we have seen increased volatility the last few months as discussed in our last month’s outlook. Investors need to realize the recent volatility we are experiencing is…
Imagine if just one extra dollar of income resulted in the loss of almost $10,000 in tax credits. That’s a real possibility for some individuals who buy coverage through the Health Insurance Marketplace (aka the “exchange”) created by the Affordable…
As of August 31, 2015 *Includes reinvested dividends I’m not sure if you like roller coasters, but the last couple weeks in the stock market have sure felt like one. After years of relatively calm equity markets, we have…
