Top 4 Must Reads for December
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…
The Top 10 Economic Stories of 2014
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…
What I Was Reminded of by Taking My Daughter on a Date
I was fortunate to take my daughter to her first college basketball game recently. Once she knew we would be going, her anticipation was hard to control. On the morning of the game her excitement was bubbling over. She continuously…
Our Top 4 Must Reads from November 2014
This month’s edition features articles that focus on the growing dissatisfaction of having foreign investments in your portfolio, how economic slumps in the past have influenced our progress, and the data-driven process of forecasting recessions. One of the links this…
The Odds of Success for Individual Stocks
You know that feeling you get when you hear of the latest tech IPO? That whisper in your ear that says you know it’s going to be the next big winner. You pass on investing this time, because you were…
Our Top 4 Must Reads from October 2014
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…
Chad Smith’s Latest Article in Money Magazine
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…
FSI Advisors Featured in Money Magazine and NerdWallet
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…
Why Do We Bother Setting Goals?
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…
The Truth About 401k Target-Date Funds
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…
