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Do you know the right questions to ask when you sit down with a financial planner? We break down some of the most important questions we're asked on a regular basis. DOWNLOAD YOUR FREE EBOOK IN JUST 3 EASY STEPS....
2018 Market Outlook

2018 Market Outlook

Where should you invest now?  As I wrote last year in “Should I Own International Stocks?”, in investing it is important to “skate where the puck is going, not where it has been” (Wayne Gretzky).  What this means is don’t…

Questions to Ask When Searching for a Financial Advisor

Questions to Ask when Searching for a Financial Advisor

There are a lot of “financial advisors” out there, and not all advisors are created equally.  I recently spoke with a prospective client who asked some great questions.  Unfortunately, she learned to ask these questions through a prior bad experience,…

I Received a Windfall - Now What?

I Received a Windfall – Now What?

‘Massachusetts woman wins 3 quarters of a billion dollars in recent Powerball drawing’. Talk about a headline! The hype and hysteria that surrounds lottery drawings often garners loads of attention as winning such a large sum of money would clearly…

Financial Symmetry Celebrates 15 Years of Service

We’ve been quite busy around the office lately. Our clients continue to share our name with their friends, family and coworkers.  We are so incredibly thankful and overjoyed with the trust you place in our guidance. To most, we’re a…

You Have Two Months to Live…

What would go through your mind if you were suddenly told by your doctor that you had two months to live?  Would you be prepared?  What would you do?  How would you choose to live the remaining time that you…

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

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