Enhance Today | Enrich Tomorrow
This is one of the more common questions we hear about the amount of prospectuses, annual reports, etc. that our clients receive from their investment companies. Would you believe that this much disclosure could actually be bad for you? Especially…
An easily forgotten truth of investing is when prices are high, skies are sunny and when prices are low it’s stormy. In other words, successful long term investing involves turning cautious when things look good and aggressive when things look…
“I can calculate the movement of heavenly bodies but not the madness of men.” – Sir Isaac Newton In Jeremy Grantham’s latest quarterly letter, he profiled a story about Sir Isaac Newton in which one of the most highly regarded…
As you may have read or noticed on your end of year statements, small cap stocks were the top performing category for 2010. These stocks outperformed their large cap counterparts and gave investors with small cap positions a significant boost…
We are not even six months removed from a period when many economists were predicting we’d see a double-dip recession. During times like these, confidence of the average investor is incredibly fragile. But as Harvey Dent reminded us in The…
Tax payers have until April 18th of 2011 to make their Roth contributions for the 2010 tax year. If you are within the income limitations to make contributions, a Roth IRA is an excellent investment account as investment growth is tax deferred and withdrawals in retirement can be tax free.
At Financial Symmetry, we can help you decide on what to do with your inactive qualified plan and multiple IRA accounts. Whether you are changing jobs, entering retirement or simply wanting to consolidate your accounts, we can help you with each step of the rollover process.
You could be saving more money tax-free. If your company offers a Roth 401k option, this could be your ticket. Many people question if they should be taking advantage of a Roth 401k? To help you make a decision, we’ve answered questions…
Bill Ramsay, CFP®, recently participated in his fourth Triangle Business Journal roundtable event. The 2010 Financial Roundtable: Top Triangle Investors Dissect the Market was held…
You’ve no doubt heard stories this week that the Obama Administration and Republican leaders have negotiated an end-of-year tax deal which will, among other things, extend the current income tax rates for the next two years for all Americans. Capital…
