Spending More Time on Things You Enjoy
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…
Emerging Markets Outperformance?
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…
The Top 10 Economic Stories of 2013
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:
529 Traps
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…
Planning the End of Your Life
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…
Who’s Responsible for Paying for Long-Term Care?
Did you know that you could be on the hook for your parent’s long-term care expenses? While these “filial responsibility” laws have rarely been enforced in the past, there’s a recent case where a court sided with an assisted living…
Inheritance – 3 Steps to Handle the Details
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…
3 Retirement Myths: Chad Smith, CFP® speaks at SAS event
On October 10th, as a part of the SAS Work/Life program, FSI Partner Chad Smith spoke to employees at the SAS Campus in Cary. The topic dealt with common Retirement Myths that are circulated by popular sources which tend to…
Is It a Good Time to Go Overseas?
Investors have heard plenty of negative news internationally in 2012, the two biggest stories being the European Debt problems and slowing growth in China. Given that these negative stories have been common the last couple of years, it’s natural to…
Jobs Being Filled Creatively
The news media does a great job of producing attention-grabbing headlines designed to shock readers. A recent headline on Bloomberg.com, Companies Say 3 Million Unfilled Positions in Skill Crisis, is a great example. Seeing the 3 million number is alarming,…
