A few weeks ago, we had the opportunity to host a client webinar focused on the recent market volatility and what it means for your investment journey. We were pleased to welcome Dr. Apollo Lupescu to offer his expert perspective…
In times of crisis and uncertainty, the potential need to access our savings seems to rise to the forefront. However, many of the accounts that we utilize for our savings are tied to certain restrictions. For example, the age 59.5…
Why is the stock market doing so well when the economy is not? With headlines about skyrocketing unemployment and an impending recession, how has the stock market rebounded so quickly? Despite the historic drops in March, the S&P 500…
Dimensional Founder David Booth discusses the lessons from 2019 that investors can apply to 2020. I have worked in finance for over 50 years, and it seems that every January the same thing happens. Lots of folks look back at…
The CARES Act has three major changes to retirement withdrawals within this landmark piece of legislation. On this episode, you’ll learn what CRD’s are, who are qualified individuals, and how to note CARES Act withdrawals on your tax return. Join…
Life isn’t normal right now. If your life is anything like most Americans right now, life doesn’t feel “normal.” We’re all out of our comfort zones, while ironically being stuck more than ever in our primary comfort zones – our…
Today we explore some common questions that people ask during a stock market decline. We discuss what a financial advisor does and doesn’t do for their clients in bear markets, whether you should refinance, and the benefits of tax-loss…
It takes a lot of discipline to stick to an investment strategy that calls for patience while stock prices are falling. The urge to do something, to take action, can be overpowering. Unfortunately, many investors take actions that prove harmful to their wealth…
Important note: Until further notice, our physical Financial Symmetry office location is closed. We’re able to serve you remotely through email, video conferencing and phone calls. More details are included below During this uncertain time, we want you to know…
The Coronavirus Aid, Relief, and Economic Security Act or CARES Act was just recently passed and the new law will impact just about every American. But do you know how it will affect you? On this episode of The…
