“I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated.” —David Booth The US stock market has delivered an average annual return of around 10% since 1926.[1]…
The Mega Backdoor Roth IRA could be the secret weapon you have yet to use in your retirement saving strategy. If you consider yourself a super saver, looking for alternative ways to save tax efficiently, this could be a great…
Our team recently celebrated National Intern Day—and with that, we reflected on how we’ve built our team over the years. The majority of Financial Symmetry’s employees began their careers with us as an intern, and several are now CFP® professionals…
Last month, Financial Symmetry had our “bring your kids to work day!” It was a fun day right before the 4th of July holiday, where we had about 20 kids in attendance of all ages. Working with hundreds of families…
Capital One is the latest financial institution effected by a data breach. You can watch Allison Berger discuss this data breach on Spectrum News by clicking here. This penetration was masterminded by a former Amazon Web Services employee. Millions of…
How do you pick the books you read? Do you add book recommendations to your summer reading list throughout the year? Do you use an Amazon Wishlist or social media to help you discover what you want to read next?…
Over the past few years IBM, Lenovo, NetApp, Cisco, BASF and GSK among others have announced layoffs for employees in The Research Triangle Park (RTP). While being laid off at any age or stage in your career can come as…
Most people know little to nothing about sequence of returns risk. The subject doesn’t make for the most interesting topic for cocktail party discussions. Even though, some refer to it as your biggest retirement risk. Reason being, sequence of returns…
Every year, millions of Americans work and earn income abroad. Some travel back and forth in between assignments while others choose to make a permanent move. Regardless of where you live or work, all U.S. citizens must pay taxes on…
Most of us have likely been in a conversation and said, “That reminds me of a scene in the movie…” to emphasize a point. Movies have a powerful way of presenting memorable situations where real life decisions and money…
