Enhance Today | Enrich Tomorrow
There is a companion podcast for this post available. You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher. Summary After a relatively calm start to the quarter, it ended with the unexpected…
Congratulations! After years of hard work your child has just received their college diploma. You are breathing a sigh of relief as you are off the hook for all of those years of tuition payments. Hopefully your child is also…
It’s the little things. From Tom Brady to Nick Saban, high performers tout their focus on the small details as the secret to their success. Little things make up the big things. But doing the little things is easy to…
Financial Symmetry is excited to be a Red Ribbon Sponsor of the 2016 Highcroft Hurricanes Swim Team. This is a neighborhood swim team located in west Cary with over 120 kids on the team. The Hurricanes compete in seven…
If you’re like most people you have a “set it and forget it” mindset when it comes to estate planning. You set up plans and documents years ago but haven’t looked at them since. Or, maybe you don’t have them…
Last week I wrote a post about this topic in relation to investment returns in your portfolios. This of course is the most common place you will see the phrase “Past Performance does not Guarantee Future Results.” What if this phrase…
You may have seen this phrase on a number of financial reports as The U.S. Securities And Exchange Commission (SEC) requires this to be communicated to fund investors. It’s difficult to look at past returns whether directly from the fund…
The Federal Reserve decided to leave short-term interest rates unchanged when it met in April but left open the possibility of raising rates in mid-June. News of the Fed’s decisions is always of interest to homeowners and prospective homeowners, because short-term rates…
There is a companion podcast for this post available. You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher. Music legend Prince died at age 57 this year, shocking fans everywhere. With no current wife or children, he…
We were honored this year to host over 190 of our clients and their families to an evening with the Durham Bulls. This event was our largest yet, with a great mix of clients that have been with us over…
