We spend a lot of time researching topics throughout the year to share with our clients. We thought you may be interested in reading our top 10 most read blog posts from 2016 in case you missed any that we published throughout the year:
As financial planners, we are asked this question in some form on a regular basis. Many times clients are hoping for a hot stock tip, investment or tax strategy that will pad their investment portfolio and spare them the chore of saving diligently. I am going to share with you the secret to early retirement and financial security.
It’s when events fall short of our expectations where our patience can run thin and our “do something” alarm begins sounding. When this type of decision making is applied to investing, it’s likely you find an average investor.
A few years ago there was a popular commercial about retirement. The ad featured people walking around town with their “number” over their heads. The number reflected how much they needed to save in order to retire. The commercial was very compelling because it really made people think, “how much do I need to have in order to retire?”
It isn’t uncommon to ask yourself, “Why doesn’t everyone just hold the same investments, since we all want to make money?” However, the process of creating and maintaining an investment portfolio is everything but one-size-fits-all.
You ever have that feeling? Where you wonder if you’re making the right decisions with your 401k? Asking yourself questions like: Am I taking too much risk? Maybe I’m not taking enough? Should I be contributing to my Roth 401k?
As we did in 2014, Financial Symmetry has covered several current events on our blog throughout 2015, and here are what we think the Top 10 Economic Stories of the Year have been.
If we look like we could be your son or daughter, then you are likely on the right track to finding a financial advisor to form a relationship with. While we may look young, that doesn’t mean we are inexperienced or harder to relate to. Let me explain.
When major life events occur, you might wonder “What will this change bring?” or “Can we afford this?” Both of these questions can be answered with the help of a financial planner. Conversations with a financial planner help you take that next step – the one you’ve been meaning to get done for some time. This is thanks to the inherent accountability that comes with keeping hard to implement tasks top of mind.
Is a financial advisor’s fee worth it? Couldn’t you do better job managing your own investments and avoiding that cost? According to Vanguard, the leader in do-it-yourself (DIY) investing, they believe a financial advisor can add approximately three percentage points to a client’s investment returns per year.
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