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…
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…
Have you been offered an early retirement package? Early retirement packages are on the rise. Companies are looking for ways to cut costs and one way to do that is to offer seasoned employees an incentive to ease into a…
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…
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…
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…
While the FAANG stocks have been the most obvious enviable stock positions over the past decade, there are always success stories readily available to raise feelings of doubt and FOMO in even the most disciplined long-term investors. For example, investors…
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…
Estate planning is one of the most overlooked and procrastinated upon areas of financial planning. But when thinking about receiving an inheritance, advanced planning can provide smoother and more beneficial transitions. While your legacy is important, it doesn’t generally…
I was reminded over the weekend while listening to a sermon series of a phrase I’d heard a couple years ago: “Row the Boat” I’m sure the phrase has been around for a while, but I associate it with the…
