The Price of Safety
One of our most important jobs as financial advisors is to help our clients manage risk. This takes on many forms, but one of the most central is investment risk. We frequently hear the phrases, “I don’t want to lose…
FSI Faces-off at 2012 Golden on the Green
For the past seven years, Financial Symmetry has had the privilege of sponsoring and participating in the charity golf tournament, Golden on the Green. The tournament, which has been an annual event held at River Ridge Golf Course for the…
The Importance of Infrastructure
Over two days in late July over 620 million people – about 9% of the world’s population – were left without power after India’s electrical infrastructure failed. These blackouts are dramatic symptoms of India’s dysfunctional political and cultural system, an…
Important Retirement Account Deadlines are Fast Approaching
There are a few upcoming deadlines that may apply to you or your retirement accounts. If you have questions about these dates, please feel free to contact us or your tax professional. September 30th: Last day to pay off (or…
Familiarity Bias Thwarting Wall Street Employees, Are You Next?
Businessweek recently ran an article exposing $2 billion in losses last year among employees of the five largest Wall Street banks-JPMorgan Chase, Bank of America, Citigroup, Goldman Sachs, and Morgan Stanley. The losses were attributable to company stock, in many…
Jobs Being Filled Creatively
The news media does a great job of producing attention-grabbing headlines designed to shock readers. A recent headline on Bloomberg.com, Companies Say 3 Million Unfilled Positions in Skill Crisis, is a great example. Seeing the 3 million number is alarming,…
Bucket, Envelope or Mattress – Where do you keep your cash?
There are many different strategies when it comes to retirement income. Proponents of a “bucket approach” recommend dividing your retirement investments into two buckets-one to cover short term cash flow needs and one to be invested in a diversified portfolio…
Where Has Your Money Gone?
Just get back from vacation? Planning a vacation soon? Know how you’re doing with your 2012 budget? I bet your last response is “No.” Now is most likely not the time you are thinking about your expenses or motivated to…
FSI Hosts 2nd Annual Client Appreciation Night
On Saturday, May 19th, the team at Financial Symmetry hosted their Second Annual Client Appreciation Night. Over 100 of our clients and their families enjoyed a night of good food, conversation and baseball as the Durham Bulls took on the…
Euro Debt and Your Investments
The austerity debate lingers on across Europe. As the pain increases the debates become louder. The austerian position that most of Europe has implemented sounds like a reasonable idea in theory, but is extremely tough or impossible to implement successfully…
