Market Update Q3 2024

Colton is Financial Symmetry’s Portfolio Manager and a member of the firm’s Investment Committee. He works closely with advisors to implement and monitor client portfolios, oversees trade execution, and contributes to investment research and strategy discussions. He also analyzes mutual funds and individual stocks, providing insights to support investment decisions. In addition, Colton specializes in complex asset movements, including account rollovers and gifting securities through charitable contributions and donor-advised funds.

Mike Eklund is a CERTIFIED FINANCIAL PLANNER™ practitioner. In addition, he has an MBA in Finance and the Chartered Retirement Planning Counselor designation. He is an active member of NAPFA, is the co-host of Financial Symmetry’s podcast, and has been quoted in various industry publications.