Enhance Today | Enrich Tomorrow
If you have received a diagnosis of advanced stage cancer or another terminal illness, first, we are very sorry to hear that you are going through this. Feelings of overwhelm, fear, panic and anger are all normal during this time….
Have you ever wondered how your retirement preparations compare with others? This is a common question that we hear as financial advisors. On this episode, we’ll take a look at data from a recent study about the 4 types of…
Which retirement stage are you in? Spoiler alert: the stages begin before you are retired. You’ll also be surprised by some of the stats we uncover as we dissect findings in the latest Age Wave study on retirement. We’ve had…
Financial Symmetry is thrilled to promote Sam Knighton to Client Service Associate. Sam joined our team in 2019 as our Administrative Assistant and after maternity leave transitioned into a virtual admin role in 2021. Sam brings a focused, compassionate approach…
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…
Increasingly, we as investors want to incorporate sustainable companies and business practices into our lives. Fortunately, there are many areas of our lives where we can intentionally spend and direct our dollars to facilitate the change we want to see…
How do you deal with a major financial or life decision? When this happens there can be many choices that you need to make. Without the right decision-making framework, navigating these choices can lead to analysis paralysis. Allison Berger joins…
Financial Symmetry is thrilled to promote Garrick King, CFP® to an Advisor role. Our firm continues to grow, evolve and expand to meet and exceed our service commitments to our clients. Garrick helps us do just that by recently meeting…
In a bear market, it can be easy to panic and forget that investor behavior drives results more than choosing the right investments. People tend to be their own worst enemy during these trying times. That’s why it is important…
Too many investors become anxious when the stock market is falling and excited when the stock market is rising. Unfortunately, that is why the average investor dramatically under performs the broad markets as they sell after prices have fallen and…
