Checking Up on Your Budget
With the end of the first quarter of 2010 behind us, now is a great time to review your budget. When checking up on your budget, it is important to look over a specific amount of time for comparisons to…
With the end of the first quarter of 2010 behind us, now is a great time to review your budget. When checking up on your budget, it is important to look over a specific amount of time for comparisons to…
In this issue of “Under the Hood” we reference an article written by Bob Veres and give some insight into our decision-making process when it comes to evaluating different mutual funds. We also include an excerpt from an interview with…
We in the financial planning community believe that something called a “fiduciary standard” is the very best framework for professionals to work with our clients. That’s why we’re so angry over something that happened in the Senate over the weekend:…
If you invest in your employer sponsored retirement plan you have probably heard of Target-Date funds. These funds are characterized as investments that change the allocation of stocks, bonds, and cash according to your specified retirement date. In theory, these…
The gold standard discussion in the mainstream media over the last year or so has been driven by the extreme measures taken by the Federal Reserve to shore up our banking system during the credit crisis. Brad Delong, an economics…
Investing in gold is on the tip of many investors’ tongues these days. The fact that gold has tripled in value over the last seven years and recently has been hovering at a price of $1,100 an ounce, has certainly…
When Congress left town on Christmas Eve, it failed to address a major issue – the repeal of the federal estate tax…
After going through multiple investment bubbles, a severe credit crisis, and two painful recessions, the “Lost Decade” for stock investments has come to an end. In fact, the latter half of 2009 left us with a rather robust recovery and…
In response to the many fears and uncertainties that arose during the economic crisis, The National Association of Personal Financial Advisors (NAPFA) Consumer Education Foundation sponsored multiple financial advice events around the country as part of the “Your Money Bus”…
We’ve recently launched a newly designed website: www.FinancialSymmetry.com We felt that a new site was needed to showcase our services in an easy-to-navigate manner. A few of the new features include client stories frequently asked questions details of our services…