Enhance Today | Enrich Tomorrow
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…
There’s no better time than the beginning of a new year to implement a new budget in order to gain control of your spending. In the final installment of our series on Quicken, we provide a few pointers to make using Quicken more meaningful so that you can better track where your money goes.
When selecting mutual funds to use in our client’s accounts we use various quantitative and qualitative factors to evaluate if we believe a fund can add value. Morningstar is the most widely used source of mutual fund data and analysis,…
There are many similarities between financial planning and marathons. It takes commitment, discipline and follow through to complete both. Our own Allison Berger found out how challenging, but gratifying the second one could be recently. After months of training, on November…
