Enhance Today | Enrich Tomorrow
The stock market rise has put stock options front and center. Just like in previous booms, companies are trying to attract talented workers by granting them an option to buy company stock at a low price, which workers can sell…
Planning for your demise ranks up there with enjoying a root canal. Even for financial planners, making decisions surrounding our own passing is challenging. Maybe you’ve experienced a similar situation in your own estate planning conversations. Our conversations started with the…
HSA. For some, those letters look like the word “has” that was missed on the auto spell check. Actually, it stands for a health savings account and is a tax triple threat. Meaning, you get a front page tax deduction when depositing…
Maybe you’ve heard people express fearful thoughts about how and when to invest. Maybe you’ve even expressed this thought yourself recently: “I know we are holding too much cash in our portfolio but with the stock market near all-time highs,…
You find out you’re receiving an inheritance and the first thing that comes to mind is – What next? Inheritances can provide incredible flexibility but without effective financial planning, you may miss some of the organized steps needed to get…
We have an all-star lineup this month. All four of these pieces are entertaining and thoughtful ways to spend your internet reading this month. Enjoy: The Biggest Threat To Your Portfolio – Next time you want to “do something…
Emotions Count: The Brain Chemistry Behind Investing – I’m sure most of us remember the powerful ad in the 80’s claiming “This is your brain on drugs.” This article gives a breakdown of your brain on investing. Elizabeth MacBride…
If you only had a quarter for all the times you’ve wondered if you could retire early. Wait, in that case there would be no need to worry. For the rest of us, it requires analyzing. Not only the numbers…
As we enter a new year, this month’s edition features a few excellent stories about how to better execute the goals you may be setting for 2015. We also included a list entitled “The Charts of the Year” from Quartz…
As we did last year, Financial Symmetry has covered several current events on our blog throughout 2014, and here are what we think the Top 10 Economic Stories of the Year have been: 1. Falling Oil Prices There are few…
