Market Update Q3 2023
Below is a video of our Third Quarter 2023 Market Update. In the video we cover: Where we’ve been over 1, 5, and 10 years A reminder that there’s always a reason to worry Should you invest less in stocks…
Could You Use Net Unrealized Appreciation? Ep #201
If you are a long-time listener you know that we like to go through the nuances of financial planning that may be valuable to you. In this episode, we take a look at net unrealized appreciation (NUA). We walk through:…
Spotlight on Colton Tickle: Competence and Diligence
At Financial Symmetry, our core values guide our company’s decision-making and drive our team toward excellent service to our clients. We have a formal process by which our employees can recognize each other when someone demonstrates excellence in representing our…
Should I Roll Over My Retirement Account to an IRA? Ep #200
When it comes to the question of rolling over a 401K or 403B to an IRA, many people fear making mistakes. It’s true, that retirement account mistakes can be costly. On this episode, we’ll explore the options you have, the factors…
The Benefits of a Wealth Management Relationship – Part 2, Ep #199
Warren Buffet has said, “investing is simple, but not easy.” If even the Oracle of Omaha admits that investing isn’t easy, what does that mean for the rest of us? And what happens when our very human tendencies collide with…
Darian Billingsley, CFP®, Angela Keeley-White and Colton Tickle Become Partners at Financial Symmetry
At Financial Symmetry, we firmly believe that our success is deeply intertwined with the growth and well-being of our team members. We are committed to investing in our people, nurturing their talents, and providing them with opportunities to excel. Financial…
The Benefits of a Wealth Management Relationship – Part 1, Ep #198
When reaching out to a financial advisor, people are looking how to save more, invest better or reduce taxes. While a financial plan can be a great start in answering these questions, there are limitations to creating a one-time financial…
Making the Most Out of your Medicare Benefits
As of March 2023, the Center for Medicare Advocacy estimates that over 65 million Americans are enrolled in a Medicare plan. While many of us may be familiar with the general concept of Medicare and its importance when we turn…
6 Critical Questions to Ask When You Inherit an IRA, Ep #197
So, you inherited an IRA–now what? In this episode, you’ll learn the three types of beneficiaries and the six questions you need to ask yourself when you inherit an IRA. The rules surrounding inherited IRAs are more complicated than you…
Cameron Hendricks Earns Equity Compensation Designation
Partner and advisor, Cameron Hendricks, recently earned the Equity Compensation Associate designation via the Silicon Valley Executive Center of The Leavey School of Business. This is an advanced professional designation for advisors who provide the breadth of specialized skills required to discuss…
