Enhance Today | Enrich Tomorrow
2020 has been a special year, to say the least. For many, it has brought with it changes unique to their own situations, while for everyone it has brought with it changes to the tax code. These changes have presented…
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…
The incredible uncertainties we are facing in 2020 have raised the stakes for both our government and our investment strategies. For investors, there seem to be more questions than answers. Are there signals in the movement of markets that we…
While the FAANG stocks have been the most obvious enviable stock positions over the past decade, there are always success stories readily available to raise feelings of doubt and FOMO in even the most disciplined long-term investors. For example, investors…
Open enrollment presents a great opportunity to review your current financial situation and determine if there are any areas of your financial life that can be optimized through the benefits your employer offers. From health insurance to ESPP plans. The…
Estate planning is one of the most overlooked and procrastinated upon areas of financial planning. But when thinking about receiving an inheritance, advanced planning can provide smoother and more beneficial transitions. While your legacy is important, it doesn’t generally…
I was reminded over the weekend while listening to a sermon series of a phrase I’d heard a couple years ago: “Row the Boat” I’m sure the phrase has been around for a while, but I associate it with the…
We know the COVID-19 global pandemic has affected everyone in unique ways. Today we want to discuss how this health crisis has affected women, specifically financially. As working mothers, we have felt the impact of these daily changes acutely. …
The COVID-19 Pandemic has caused a mass transition of employees to begin working from home. In turn, it has prompted many to question whether they can now deduct the use of their ‘home office’ on their tax return. While the…
Every 4 years this question surfaces and investors try to predict which candidate will be better for the economy and stock market. While 2016 may seem like a distant memory, many investors were concerned at the time, that the…
