Enhance Today | Enrich Tomorrow
When you step back and look at the investment landscape, it is sometimes helpful to ask yourself if anything really IS different this time; to try to determine what has changed. The usual answers point to recent return gyrations: the…
When it comes to investing, emotions are probably the single biggest obstacle to success for most investors. Since strong emotions often accompany politics, we feel it’s important to try and minimize politics when gathering our investment research and implementing investment…
We work hard to build wealth for our clients while fostering an honest and open stream of communication about their financial situations. As a result, it is upsetting to us when we see deceptive marketing practices to sell investment products or promote undesirable lending practices.
The question on the mind of many investors has to be: where is the U.S. and world economy headed? Are we moving toward a double-dip recession, or is the economy in the early stages of a long-term recovery? At a…
Historically, most people have not had to consider the problem of owing Federal estate taxes at their death. With little or no estate planning, most property you own at death is subject to this tax, and will likely include things…
In today’s economic environment, safety is at a premium but bank account rates remain at historical lows. This is persuading many investors to look for higher yields with their safe money. In some of these situations, they are finding products that…
Have you ever felt anxious about your investment portfolio? Who hasn’t? A recent presentation at one of our professional conferences pointed out that five out of every six years will produce a stock market return sequence that either triggers anxiety…
Financial Symmetry Supports Local Golden Retriever Rescue Charity
Many of us are familiar with inflation. But what about deflation?
Chances are, you know somebody who has made a vow to go to the gym twice or three times a week, and even bought a gym membership, and never gets around to going. You probably also know people who don’t…
