Enhance Today | Enrich Tomorrow
The most fundamental issue facing fund investors is also the subject of what might be the most hotly contested debate in the financial services industry: Are actively managed funds or passively managed funds the better option? Actively managed funds are run…
Red ink swept across the major asset classes in November, with one exception: US equities. The markets patiently wait this month to see whether the federal reserve will raise rates at their December meeting for the first time in many…
The recent Congressional budget resolution that eliminated two popular claiming strategies used to maximize Social Security benefits means that many couples might need to rethink their retirement timing or adjust their standard of living. If you are at or near retirement…
October Bounce After a challenging stock market over the summer the markets soared in October with all global markets up between 6-8% for the month. What has changed since the end of September to cause this large one-month increase –…
All major equity asset classes are negative for the month and YTD as we have seen increased volatility the last few months as discussed in our last month’s outlook. Investors need to realize the recent volatility we are experiencing is…
Imagine if just one extra dollar of income resulted in the loss of almost $10,000 in tax credits. That’s a real possibility for some individuals who buy coverage through the Health Insurance Marketplace (aka the “exchange”) created by the Affordable…
As of August 31, 2015 *Includes reinvested dividends I’m not sure if you like roller coasters, but the last couple weeks in the stock market have sure felt like one. After years of relatively calm equity markets, we have…
The month started with concerns over a Greece exit (“Grexit”) from the euro zone, but was averted by a last-minute deal. Although Greece accounts for a small amount of the euro zone’s GDP (less than 2%) an exit would question…
An important part of our job at Financial Symmetry (FSI) is spending time on research for our investment strategy. On average, every employee spends 8-12% of his or her time on investment research which has benefited our clients over the…
Financial Symmetry is excited to sponsor the 2015 Highcroft Hurricanes Swim Team. This is a neighborhood swim team located in west Cary with over 130 kids on the team. The Hurricanes compete in seven meets during the summer in the…
