Posts by Mike Eklund

September 2015 Investment Commentary – S&P 500 Losses, Federal Reserve and Investment Strategy

10/12/2015

All major equity asset classes are negative for the month and YTD as we have seen increased volatility the last few months as discussed in our last month’s outlook. Investors…

Beware the Tax Cliff With Health Care Premium Credit

09/14/2015

Mike Eklund

Imagine if just one extra dollar of income resulted in the loss of almost $10,000 in tax credits. That’s a real possibility for some individuals who buy coverage through the…

August 2015 Investment Commentary – Volatility, China and Retirement Risk

09/03/2015

Mike Eklund

As of August 31, 2015 *Includes reinvested dividends I’m not sure if you like roller coasters, but the last couple weeks in the stock market have sure felt like…

July 2015 Investment Commentary – Greece, Commodities and Future Growth

08/06/2015

Mike Eklund

The month started with concerns over a Greece exit (“Grexit”) from the euro zone, but was averted by a last-minute deal. Although Greece accounts for a small amount of the…

Takeaways from the Morningstar Investor Conference

07/27/2015

Mike Eklund

An important part of our job at Financial Symmetry (FSI) is spending time on research for our investment strategy. On average, every employee spends 8-12% of his or her time…

Financial Symmetry is a Proud Sponsor of Highcroft Hurricanes Swim Team

06/12/2015

Mike Eklund

Financial Symmetry is excited to sponsor the 2015 Highcroft Hurricanes Swim Team. This is a neighborhood swim team located in west Cary with over 130 kids on the team. The…

Lessons from The Millionaire Next Door

04/20/2015

Mike Eklund

Are people with a big house or fancy car wealthy? Many would say yes, but the best-selling book, The Millionaire Next Door, written by Thomas J. Stanley and William D.…

What a Ski Vacation and Investing Have in Common

03/23/2015

Mike Eklund

Have you ever dealt with two crying children on a ski slope? I had that experience recently, and it made me realize there are a lot of similarities between a…

Protecting your Identity

02/11/2015

Bill Ramsay and Mike Eklund

Anthem, the nation’s largest health insurer was recently victim to cyber attacks where approximately 80 million records were stolen. Prior to Anthem other large business including Sony Pictures, Home Depot,…

High Earners Can Still Get Into a Roth IRA

02/09/2015

Mike Eklund

Did you know that you can access a Roth IRA at any income level? For most individuals they assume if your modified AGI is greater than $193,000 if you are…

Posts by Mike Eklund

September 2015 Investment Commentary – S&P 500 Losses, Federal Reserve and Investment Strategy

Beware the Tax Cliff With Health Care Premium Credit

August 2015 Investment Commentary – Volatility, China and Retirement Risk

July 2015 Investment Commentary – Greece, Commodities and Future Growth

Takeaways from the Morningstar Investor Conference

Financial Symmetry is a Proud Sponsor of Highcroft Hurricanes Swim Team

Lessons from The Millionaire Next Door

What a Ski Vacation and Investing Have in Common

Protecting your Identity

High Earners Can Still Get Into a Roth IRA

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