The CARES Act has three major changes to retirement withdrawals within this landmark piece of legislation. On this episode, you’ll learn what CRD’s are, who are qualified individuals, and how to note CARES Act withdrawals on your tax return. Join…
Life isn’t normal right now. If your life is anything like most Americans right now, life doesn’t feel “normal.” We’re all out of our comfort zones, while ironically being stuck more than ever in our primary comfort zones – our…
Today we explore some common questions that people ask during a stock market decline. We discuss what a financial advisor does and doesn’t do for their clients in bear markets, whether you should refinance, and the benefits of tax-loss…
It takes a lot of discipline to stick to an investment strategy that calls for patience while stock prices are falling. The urge to do something, to take action, can be overpowering. Unfortunately, many investors take actions that prove harmful to their wealth…
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…
The Coronavirus Aid, Relief, and Economic Security Act or CARES Act was just recently passed and the new law will impact just about every American. But do you know how it will affect you? On this episode of The…
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…
As a result of the Coronavirus Pandemic, the US Treasury and Internal Revenue Service have issued guidance on the filing of 2019 tax returns and have begun to provide a guide for 2020. Here is what we know so far:…
“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…
We’re all surprised at the speed of daily changes the coronavirus has brought in our lives. Working from home, school closures, and social distancing have become our new norms. Stock markets have fallen in to a bear market in less…
