Enhance Today | Enrich Tomorrow
Ranking near the top of our day-to-day tasks is the research we do for our investment strategy. Within this process, we discover many thought-provoking pieces that communicate a topic in a unique or unconventional way. Many of these articles we…
You’ve likely been there at some point in the last 5 1/2 years. After seeing stock market gains for an extended period, you catch the news and the market has dropped a few days in a row. You think, “Here…
As we’ve become more active in sharing articles through our social media networks, a few of our Advisors were featured in media publications recently that we thought you might like to check out. Also see the links below to follow us…
Well it’s in our DNA. The fact is we live in an aspirational society where we are very interested in becoming better versions of ourselves. The numbers back this up. Just type “Setting Goals” in a Google search and you…
Many individuals investing on their own are now using target-date funds in their 401ks. Target-date funds generally have an asset allocation (stocks, bonds and cash) based on your expected retirement date with the expectation that risk is lowered as you…
Now that I have two daughters under the age of 3, I don’t get out to the golf course very often. Let’s just say there have not been a plethora of great shots recently. As I was reflecting on one…
In our recent mailing about the CAPE formula, we discussed how we use this valuation measure in our investment outlook strategy. The graph below (Graph 1) demonstrates that when an asset class is undervalued there are high correlations with stronger…
As we did last year, Financial Symmetry has covered several current events on our blog throughout 2013, and here are what we think the Top 10 Economic Stories of the Year have been:
Much of the advice you hear surrounding 529 accounts stresses the importance of saving in these accounts for tax-advantaged savings toward college costs. But, when it comes time to make withdrawals from the account, there are a few pitfalls you…
We are an aging population in the US. In 2009, there were 39.6 million people over the age of 65. In 2030, there is expected to be 72 million in that age bracket which will be about 19% of the…
