Financial Symmetry News & Views

Posts Tagged ‘Retirement’

Yesterday was certainly a stressful day for US investors.  Watch as Chad talks with Steve Daniels of ABC 11 Eyewitness News about the best way to react to the recent stock market moves.

Have you seen the new CFP® TV commercial yet (take a look here)? Pretty Interesting.  The commercial is currently airing on stations that include History Channel, Travel Channel, HGTV, ESPN, MSNBC, CNN and Fox News.
The CFP Board, who issues the CFP® designation, is making a new effort to help define what being a CERTIFIED FINANCIAL [...]

“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.  [...]

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.

It’s very possible that you could be saving more money tax-free.  If your company offers a Roth 401k option, then this could be your ticket.  In recent weeks, the question we’ve heard most from clients is “should I be taking advantage of a Roth 401k?”  To help you make a decision we’ve answered the most [...]

When it comes to investing, emotions are probably the single biggest obstacle to success for most investors.  Since strong emotions often accompany politics, we feel it’s important to try and minimize politics when gathering our investment research and implementing investment strategies.
Given that there are plenty of examples of the economy and markets doing well and [...]

Chances are, you know somebody who has made a vow to go to the gym twice or three times a week, and even bought a gym membership, and never gets around to going.  You probably also know people who don’t put money in their company’s 401(k) plan, even though the company matches some or all [...]

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 [...]

In response to the many fears and uncertainties that arose during the recent 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” tour.  On Tuesday January 19th, the “Your Money Bus” rolled in to downtown Raleigh, [...]