Enhance Today | Enrich Tomorrow
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…
The month started with concerns over a Greece exit (“Grexit”) from the euro zone, but was averted by a last-minute deal. Although Greece accounts for a small amount of the euro zone’s GDP (less than 2%) an exit would question…
An important part of our job at Financial Symmetry (FSI) is spending time on research for our investment strategy. On average, every employee spends 8-12% of his or her time on investment research which has benefited our clients over the…
Financial Symmetry is excited to sponsor the 2015 Highcroft Hurricanes Swim Team. This is a neighborhood swim team located in west Cary with over 130 kids on the team. The Hurricanes compete in seven meets during the summer in the…
Are people with a big house or fancy car wealthy? Many would say yes, but the best-selling book, The Millionaire Next Door, written by Thomas J. Stanley and William D. Danko twenty years ago proves these beliefs wrong. Unfortunately, one…
Have you ever dealt with two crying children on a ski slope? I had that experience recently, and it made me realize there are a lot of similarities between a family ski trip and investing. Here’s what I mean. Advice…
Anthem, the nation’s largest health insurer was recently victim to cyber attacks where approximately 80 million records were stolen. Prior to Anthem other large business including Sony Pictures, Home Depot, JP Morgan, Target, etc. were also targets of cyber attacks….
Did you know that you can access a Roth IRA at any income level? For most individuals they assume if your modified AGI is greater than $193,000 if you are married filed jointly, or $131,000 for single filers they cannot…
It is a New Year and time to give your finances a personal checkup! See the list of items below that should be done at the beginning of each year: 1. Set Financial Goals for 2015 It may be big…
