Value Stocks

Are Value Stocks Dead? Ep #125

Growth stocks have been on a tear over the past several years. However, traditionally value stocks have been the big performers over the long-term. But with the rapid rise in growth over the last 10 years, are value stocks still…

Should I Make a Roth IRA Conversion?

Have you wondered if a Roth IRA Conversion will save you more in taxes? 2020 has offered a unique opportunity for some taxpayers to capitalize by making a Roth conversion. This is because the CARES Act allowed for a required…

Top Tax Tips to Consider Before Year End

2020 has been a special year, to say the least. For many, it has brought with it changes unique to their own situations, while for everyone it has brought with it changes to the tax code. These changes have presented…

2020 3rd Quarter Market Update – VIDEO

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…

Investing Through the 2020 Election

The incredible uncertainties we are facing in 2020 have raised the stakes for both our government and our investment strategies.  For investors, there seem to be more questions than answers. Are there signals in the movement of markets that we…

10 Steps to Maximize your Employee Benefits

Open enrollment presents a great opportunity to review your current financial situation and determine if there are any areas of your financial life that can be optimized through the benefits your employer offers. From health insurance to ESPP plans. The…

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