The Market Has No Memory

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…

We’re Here For You

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…

Q1 2020 Market Review

See below for a brief summary of recent global stock and bond returns.  Please contact your Financial Symmetry team if you have any specific questions regarding your portfolio. Quarterly Market Summary Index Returns Past performance is not a guarantee of…

Is This Time Different?: Bear Markets

“This time is different.”  As the saying goes, these are the four most dangerous words for an investor.  And yet every time is different. I have spent the past 35 years giving financial advice and this is now the fifth…

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