3 Not-So-Obvious Retirement Roadblocks, Ep #136
Have you ever been on your way to an epic summer road trip and then all of a sudden you come upon a roadblock? An unexpected work zone that is destined to add a half hour or more to your…
1st Quarter 2021 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…
2021 InvestmentNews Best Places to Work For Financial Advisers
Financial Symmetry is honored to be recognized in the 2021 InvestmentNews Best Places to Work for Financial Advisers. Our dedication to enhance today and enrich tomorrow applies not only to financial well being, but also to the culture of positivity…
Our 3 Step Investing Process, Ep #135
What are you investing for? Many say higher or better returns–but higher or better than what? What do those higher returns make possible for you? To have a successful investment experience you need to have a plan in place. Mike…
Financial Symmetry Is Partnering With 3rd Decade
At Financial Symmetry we are in constant pursuit of our mission to enhance today and enrich tomorrow for our clients and communities through empowerment, education, and guidance toward financial prosperity. That is why we are excited to announce our partnership…
What to Expect from a Financial Advisor – The 5 C’s, Ep #134
Have you been on the fence about hiring a financial advisor? This indecisiveness can cost you. Today we’re talking through a list of attributes you should expect when looking to work with a financial advisor. We’re sharing a list…
Inherited an IRA in 2020 or Later? Make Sure You Know the New Rule
While an inheritance can be a positive financial event, mourning the loss of a loved one and acclimating to your new financial situation can be one of life’s more stressful transitions. There are also potential pitfalls and opportunities to be…
Tax Planning with the New American Rescue Plan, Ep #133
The American Rescue Plan was recently passed, but do you know all the changes it will bring? You probably already know about the stimulus checks, but you may not know how it could affect your taxes and healthcare. This latest…
An Exceptional Value Premium
It’s probably not news to most value investors that the value premium has struggled over the past decade. What might be news is just how extreme an outlier recent value stock underperformance represents. The periodic returns for value versus growth…
How a Financial Advisor Invests Their Money – Cameron Hendricks, Ep #132
It’s always fun to peek behind the curtain and see the strategies and process people use for their decision making. During this conversation, we review some of my core beliefs on how I manage my own money including: Financial decisions…
