How long should you keep tax records?

How Long Should I Keep My Tax Records?

Whether your tax documents are filed away or in a folder on your desktop, you may be wondering, “Just how long do I really need to keep all of this?” As with many tax topics, the answer is: it depends!…

Market Update 2024

Market Update Q1 2024

Below is a video of our first quarter 2024 Market Update. In it, we cover the following: Market updates over the last 1, 5, and 10 years Strong returns for US stocks Should you make changes to your portfolio in…

Meet the New Team Members at Financial Symmetry

We pride ourselves on our unwavering commitment to providing our clients with impeccable service. We’re excited that our team is growing and as it does, our dedication to strengthening our client relationships remains a top priority. With this in mind,…

Celebrating Meredith: A Beacon of Teamwork at FSI

We take pride in recognizing our team members who not only excel in their roles but also embody our core values. Today, we’re shining the spotlight on Meredith, who’s dedication to teamwork and diligence is a testament to FSI’s commitment…

Download our 5 Questions to Ask Your Financial Advisor eBook

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

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