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…

End-of-the-Year Financial Checklist

The end of 2021 is quickly approaching. Before your calendar is filled with holiday parties and finding the perfect gift for your next White Elephant gift exchange, here are some items you might consider before saying goodbye to 2021:  …

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…

Anchoring to an Arbitrary Dollar Amount

The behavioral and emotional side of financial planning takes precedence when planning for our future. I see this play out frequently in the form of anchoring to a perceived value we’ve grown accustomed to, based on prior experience. This “value”;…

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