Are You Retiring Within the Next 5 Years?

Is your retirement date approaching? You need to have a retirement plan in place to help guide you through this transition. It’s important to understand what type of strategy would work best for you, so here are some areas to…

2022 1st 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…

Ways to Retire More Confidently, Ep #161

Many people who listen to retirement podcasts and read financial articles are fantastic savers. If that sounds like you, congratulations! You may have done the hard work to accumulate enough savings and be on track to reach your financial retirement goals….

How to Think About Impacts of the War in Ukraine

We acknowledge that Russia’s war on Ukraine has caused a tragic humanitarian crisis and loss of life.  Events are unfolding quickly, and there is much uncertainty.  We are monitoring the situation with heavy hearts. That said, Russia’s invasion of Ukraine…

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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