3 Tips to Avoid A Stolen Tax Refund
There you are awaiting your tax refund, only to find it has already been claimed by someone else. Scammers are ever on the cutting-edge of new ways to swindle you out of your money. One of the newest forms of…
Waiting Until Things Look Better
Have you ever been in a situation where you spot a news item that you know will make the market drop? At that point, the temptation is to act on this feeling and make the appropriate changes to your investments…
Four Shocks to Watch in 2012
A central discussion in 2012 will be the possibility of inflationary and deflationary economic outcomes around the world. Several of the deflationary threats that made news in 2011 continue to raise significant questions as we move in to 2012. Potential…
Top 10 Market Stories of 2011
As we look towards the New Year, we pause to reflect on all the events of the past 12 months. Financial Symmetry has covered several current events on our blog throughout 2011, and here are what we think the Top…
SuperCommittee Failure = Success?
Would you believe that just 10 years ago, Congressional approval ratings hovered around 65%? Today, partly due to the way the debt ceiling debate was handled over the summer and the failure by the SuperCommitte that came out of that…
Euromess: How Will It Influence Your Investements?
The European Debt Fiasco has dominated headlines of late, so we wanted to provide perspective on the potential outcomes and how they may affect your investments. The Road Ahead The debate centers around the relationship between the strong and weak…
Cultivating “Money Savvy” Kids
If you think back to your childhood, what were the biggest influences on how your view of money developed? If you’re anything like me, this question triggers memories of the struggle between saving my hard-earned allowance and spending it on…
Let’s Make A Plan…
Have you seen the new CFP® TV commercial yet (take a look here)? Pretty Interesting. The commercial is currently airing on stations that include History Channel, Travel Channel, HGTV, ESPN, MSNBC, CNN and Fox News. The CFP Board, who issues…
Can I Limit the Mail I Get?
This is one of the more common questions we hear about the amount of prospectuses, annual reports, etc. that our clients receive from their investment companies. Would you believe that this much disclosure could actually be bad for you? Especially…
Burned By Bubbles
“I can calculate the movement of heavenly bodies but not the madness of men.” – Sir Isaac Newton In Jeremy Grantham’s latest quarterly letter, he profiled a story about Sir Isaac Newton in which one of the most highly regarded…
