Enhance Today | Enrich Tomorrow
International stocks have not done well recently compared with U.S. stocks. The 2024 return of international stocks (as measured by the MSCI World ex USA Index) was just under 5%, lagging by nearly 20 percentage points the return of U.S….
The start of a new year is the perfect time to pause and reflect on where you’ve been and where you want to go—especially when it comes to your financial health. A solid plan not only helps you stay on…
When so many conversations today are about the economy, inflation, and the stock market, it’s normal to wonder if you should change your investment strategy. You might wonder if you are investing too aggressively, or you might even think about…
At Financial Symmetry, we believe that continuous learning helps us better serve our clients. Today, we’re celebrating Riley Davison and Garrison Weaver, who have taken the next step in their careers by earning the Financial Paraplanner Qualified ProfessionalSM (FPQP®) designation…
As the holiday season approaches, many of us find ourselves thinking about gift-giving and generosity. While gifts can come in many forms, monetary gifts can end up causing some confusion when it comes to taxes, how to transfer money, and…
Do you remember the last time you drove to a destination and were delayed by a roadblock? The delay can create added frustration not knowing exactly how long it will take to get through it. Similar frustrating circumstances pop…
Early retirement presents unique financial planning challenges, particularly regarding health insurance and tax strategies. For people who retire before age 65, finding affordable and adequate health insurance adds another layer of complexity to their financial plans. The ACA and Health…
As 2024 comes to a close, it’s easy to get swept up in the holiday rush. Before your calendar fills with gatherings and gift exchanges, here’s a financial checklist to help you wrap things up and start the new year…
In recent weeks, several Wall Street market strategists have warned of lower expected returns for U.S. stocks over the next decade. Current valuations have been a common basis for these pessimistic views. The difficulty of predicting the absolute level of…
An inherited IRA is essentially an IRA received by a beneficiary after the original owner passes away. Whether it’s a spouse, child, or another loved one, the key characteristic of an inherited IRA is that it transitions ownership upon death….
