Enhance Today | Enrich Tomorrow
Annual stock market returns are unpredictable, but “up” years have occurred much more frequently than “down” years in the US. That may be reassuring to investors, especially if they find market downturns unsettling. The US stock market posted positive returns…
It’s been a challenging year in the stock and bond markets. So in this month’s video recap of our market outlook, we are answering the following questions: Why markets have been challenging this year? What’s consistent with the 17 bear…
This has been a spooky year for stock and bond returns. For those of you who are near, or already in retirement, you may feel like this year is a part of some retirement horror story. Which reminded us of…
At Financial Symmetry we are in constant pursuit of our mission to enhance today and enrich tomorrow for our clients and communities through empowerment, education, and guidance toward financial prosperity. We announced our partnership with 3rd Decade®, a 501(c)3 nonprofit,…
Have you ever been offered a non-qualified deferred compensation plan as part of your benefits package? Do you know someone who has, but wasn’t sure exactly what it was? If either of these fits you, then you won’t want to…
So, you realized you contributed too much to your Health Savings Account. The good news is this can be remedied, but you will need to follow several steps and act quickly as there is a deadline before additional taxes may…
We all have visions of our ideal retirement, and none of them include a terminal illness. However, sometimes life has other plans. Today, we are discussing the top concerns that are often overlooked for those facing a terminal diagnosis. This…
Financial Symmetry is very proud to announce that Emma Turner has successfully earned the Financial Paraplanner Qualified Professional SM (FPQP®) designation from the College for Financial Planning. Emma joined FSI as a Wealth Management Intern in 2019 and moved into…
Retirement rules of thumb can give you a false sense of security. Today you’ll learn why you should second guess these 4 commonly referenced retirement rules. In this episode, we’ll discuss: what these retirement rules of thumb are where they…
Allison Berger, CFP® and Chad Smith, CFP® were both selected as one of Investopedia’s 100 Top Financial Advisors of 2022. They are two of the five financial advisors on this list from North Carolina. Allison Berger, CFP® says “I’m honored…
