Enhance Today | Enrich Tomorrow
Maybe you’ve heard people express fearful thoughts about how and when to invest. Maybe you’ve even expressed this thought yourself recently: “I know we are holding too much cash in our portfolio but with the stock market near all-time highs,…
You find out you’re receiving an inheritance and the first thing that comes to mind is – What next? Inheritances can provide incredible flexibility but without effective financial planning, you may miss some of the organized steps needed to get…
Have you ever dealt with two crying children on a ski slope? I had that experience recently, and it made me realize there are a lot of similarities between a family ski trip and investing. Here’s what I mean. Advice…
Recently I was presented with the opportunity to take a trip; one that would require me to board an airplane. I had flown before, but it was when I was a small child so my recollection of the event was…
We have an all-star lineup this month. All four of these pieces are entertaining and thoughtful ways to spend your internet reading this month. Enjoy: The Biggest Threat To Your Portfolio – Next time you want to “do something…
A recent article featured on Yahoo! Finance discusses 4 ways to go broke in retirement. Many American’s may feel ready for retirement emotionally, but may not be financially. Here are 4 ways that you can go broke in retirement: Saving…
This January I celebrated 10 years as a full time employee of Financial Symmetry. Life has been moving so fast recently I wouldn’t have even realized it had Linkedin not sent me a notification. Interestingly enough I will also celebrate…
Since index investing in the stock market was invented, its popularity has risen and fallen in cycles that closely match bull and bear markets. In 2014, stock index investing’s popularity surpassed its prior peak from 2008 and is thus flashing…
Anthem, the nation’s largest health insurer was recently victim to cyber attacks where approximately 80 million records were stolen. Prior to Anthem other large business including Sony Pictures, Home Depot, JP Morgan, Target, etc. were also targets of cyber attacks….
Did you know that you can access a Roth IRA at any income level? For most individuals they assume if your modified AGI is greater than $193,000 if you are married filed jointly, or $131,000 for single filers they cannot…
