Terminal Illness Checklist

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….

FSI Promotes Sam Knighton to Client Service Associate

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…

2022 2nd 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…

Is ESG Investing Right For Me?

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 to Not Worry About a Falling Stock Market

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…

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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