Enhance Today | Enrich Tomorrow
Are people with a big house or fancy car wealthy? Many would say yes, but the best-selling book, The Millionaire Next Door, written by Thomas J. Stanley and William D. Danko twenty years ago proves these beliefs wrong. Unfortunately, one…
Have you ever dealt with two crying children on a ski slope? I had that experience recently, and it made me realize there are a lot of similarities between a family ski trip and investing. Here’s what I mean. Advice…
Anthem, the nation’s largest health insurer was recently victim to cyber attacks where approximately 80 million records were stolen. Prior to Anthem other large business including Sony Pictures, Home Depot, JP Morgan, Target, etc. were also targets of cyber attacks….
Did you know that you can access a Roth IRA at any income level? For most individuals they assume if your modified AGI is greater than $193,000 if you are married filed jointly, or $131,000 for single filers they cannot…
It is a New Year and time to give your finances a personal checkup! See the list of items below that should be done at the beginning of each year: 1. Set Financial Goals for 2015 It may be big…
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…
“We are about to enter the greatest bull market in 85 years.” CNBC 6/8/14 “Bull Has Legs to Run Another 10 Years.” Bloomberg 6/23/14 Anyone remember the book Dow 36,000 published in 1999 shortly before the dot-com bubble burst? Fifteen…
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…
As the economy improves and the Federal Reserve (“Fed”) ends its quantitative easing program in October the next question for investors is when will the Fed raise rates? Which Factors Are Most Important to Raise Interest Rates? The Fed will…
Everyone makes mistakes; even Derek Jeter as noted in the picture to the right. The deVere Group recently surveyed 880 millionaire investors around the world to determine their top investing mistakes. The list is below, but these mistakes are made…
