FSI Tees Up for Golden on the Green

For the past nine years, Financial Symmetry has had the privilege of sponsoring and participating in the charity golf tournament, Golden on the Green.  This tournament, which has been an annual event held at River Ridge Golf Course for the past…

When Will the Federal Reserve Raise Interest Rates?

As the economy improves and the Federal Reserve (“Fed”) ends its quantitative easing program in October the next question for investors is when will the Fed raise rates? Which Factors Are Most Important to Raise Interest Rates? The Fed will…

Company Credit Cards

I was recently quoted in a News & Observer article on how credit cards can be used effectively by small business owners and their employees. While I agree that company credit cards are a useful tool that can provide flexibility…

Financial Planning’s Best Kept Secret!

Have you heard the City of Orlando’s recent advertisement on the radio where they emphasize the month of September as their best kept secret? At this point in the year many children are back in school and not visiting Orlando’s…

Why Do We Bother Setting Goals?

Well it’s in our DNA. The fact is we live in an aspirational society where we are very interested in becoming better versions of ourselves. The numbers back this up.  Just type “Setting Goals” in a Google search and you…

Defending the 401k

We have written extensively about the pitfalls of 401k investing, the high fees in some plans, and other details to be aware of. However, the fact is that 401k plans are one of the most powerful tools available for building…

Did You ‘Set It and Forget It’… again?

Just get back from vacation? Planning a vacation soon? Know how you’re doing with your 2014 budget? I bet your last response is “No.” Now is most likely not the time you are thinking about your expenses or motivated to…

Lump Sum or Annuity? That is the Question.

The old defined benefit pension plan where your employer has made a pledge to contribute to your retirement in exchange for your hard work and loyalty is going the way of the pay phone.  Or probably a better analogy is…

On the Move

Many of us will temporarily move ourselves for a week to the beach, mountains, or any other vacation spot during summer months. In addition to these summer trips, many of us will be on the move from our permanent residence, which…

Download our 5 Questions to Ask Your Financial Advisor eBook

We break down some of the most important questions we are asked on a regular basis.

  • Hidden
  • This field is for validation purposes and should be left unchanged.

Blog Categories

Authors