Enhance Today | Enrich Tomorrow
Financial Symmetry is thrilled to promote Christian Polanco, CFP® to an Advisor role. Our firm continues to grow, evolve and expand to meet and exceed our service commitments to our clients. Christian helps us do just that by recently meeting…
This brief video includes recent updates on the global stock and bond markets. In addition, please contact your Financial Symmetry team if you have any specific questions regarding your portfolio, our strategy or performance. Click on the video below to…
Tis the season to prepare your taxes! Whether you do your own taxes or you are gathering information for your tax preparer, you’ll want to make sure that you don’t miss a thing. This episode will help you think…
As we progress into the new year and approach tax filing season, there are several items related to your Pershing accounts we would like to bring to your attention. If you have a taxable brokerage account or made IRA withdrawals…
Partner and advisor, Mike Eklund, recently earned the Certified Private Wealth Advisor® certification, which is an advanced professional certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth clients. Mike has worked at…
The biggest financial threat to your wealth is not the market; it is your brain. Human behavior surrounding money varies greatly and can be fascinating to study. Allison Berger has been studying financial behavior in more detail over the past…
Since the start of the COVID-19 pandemic, it is no secret that many everyday products and services have had shortages, whether in labor or material. The car industry in the U.S. or abroad was no exception to this and can…
We spend a lot of time researching topics throughout the year to share with you, and we thought you may be interested in reading our top 5 most read blog posts from 2021. Here’s our 5 most read posts from…
At the start of every year, people are more motivated to get off on the right financial foot. This might mean contacting a financial advisor for the first time. So, we put together a list of 5 questions we hear…
It was a year of uncertainty and anticipation, of hopes for a return to a degree of normalcy following the onset of the COVID-19 pandemic in 2020. And it was a year that showed, again, the difficulty of making investment…
