Financial Symmetry News & Views

Posts Tagged ‘investment management’

“I can calculate the movement of heavenly bodies but not the madness of men.” – Sir Isaac Newton
In Jeremy Grantham’s latest quarterly letter, he profiled a story about Sir Isaac Newton in which one of the most highly regarded intellects in human history was lucky enough to enter the South Sea stock bubble rather early.  [...]

We are not even six months removed from a period when many economists were predicting we’d see a double-dip recession.  Bob Veres, author of Inside Information, wrote a piece back in September that discussed some important counter-points to the bearish prognostications that perpetuate the the wall of worry a bull market typically climbs.
If you’re feeling [...]

At Financial Symmetry, we can help you decide on what to do with your inactive qualified plan and multiple IRA accounts. Whether you are changing jobs, entering retirement or simply wanting to consolidate your accounts, we can help you with each step of the rollover process.

In the world we live in today, we are inundated with 24 hour news and information from more sources than ever before.  New gadgets and devices continue to roll out to capture our attention with fascinating technologies.
Smartphones and other portable devices allow the user to stay connected from even the most remote locations.  Social networking [...]

HBO has a popular series they air in the fall called “Hard Knocks.” The aim of the program is to uncover the intricacies and nuances that make the training camp of an NFL team so fascinating.  They pull the curtain back and give us a peek at the events that lends a revealing perspective to [...]

Many illustrations of investment performance calculate the growth of a hypothetical investment from a given starting point.  Typically there is a benchmark, such as the S&P 500 index, charted alongside for comparison purposes.  The models show that had you invested a specific dollar amount, for example $10,000, you would have the initial $10,000 plus whatever [...]

No one likes potholes.  Not only because of the annoyance they create, but also the added cost of getting your car realigned as a result. Often times, you may not hit anything major but your steering wheel begins to shake and your car starts to pull to the left after reaching 45mph.  This more subtle [...]

On most days when people start their cars, they trust that by pressing the pedal, their car will run smoothly. They don’t have to think about the complicated mechanics of how the engine will power the car to their next destination every time the key is turned.  Many investors have a similar mindset when thinking [...]

Have you made your 2009 Roth IRA contribution?
If you have not yet made the maximum contribution, you still have time!  Tax payers have until April 15th of 2010 to make their Roth contributions for the 2009 tax year.  If you are within the income limitations to make contributions, a Roth IRA is an excellent investment [...]

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, so we rely on their data for a significant portion of our research.  One thing [...]