Reacting to Japan
Ofunato, Japan The tragedy in Japan continues to be the top news story and warrants international support. While the human aspect of this crisis continues to be devastating, we can’t…
Posts by Allison Berger
Be Careful About Hidden Gems
As you may have read or noticed on your end of year statements, small cap stocks were the top performing category for 2010. These stocks outperformed their large cap counterparts…
Avoiding Scams
We work hard to build wealth for our clients while fostering an honest and open stream of communication about their financial situations. As a result, it is upsetting to us when we see deceptive marketing practices to sell investment products or promote undesirable lending practices.
Financial Celebrities
Many of our new clients tell us they found out about fee only financial planning by listening to talk radio or watching their favorite financial pundit on television. Media personalities…
This Little Piggy Goes to the Market…
This Little Piggy Goes to Target. When we start working with a new client, one of the first steps is typically consolidating the number of accounts they have outstanding. In…
Balancing Tax & Investment Decisions
Photo Credit: David Remer's Hammer Photography While we emphasize the importance of annual tax planning, it’s also important to not let tax avoidance override your other financial goals. Liz Davidson,…
Investigate Your Target-Date Funds
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…
Understanding Morningstar Star Ratings
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…
Financial Symmetry’s Allison Berger Completes Half Marathon
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…
Fund Performance Linked to Management Ownership
When researching mutual funds to invest client funds, we evaluate numerous aspects including (just to name a few): corporate culture manager experience compensation research philosophy expenses management ownership Naturally, one…
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