Financial Checkup – 12 Steps to your Financial Health in 2015
It is a New Year and time to give your finances a personal checkup! See the list of items below that should be done at the beginning of each year:…
Posts by Mike Eklund
The Top 10 Economic Stories of 2014
As we did last year, Financial Symmetry has covered several current events on our blog throughout 2014, and here are what we think the Top 10 Economic Stories of the…
Is the US Stock Market Expensive?
“We are about to enter the greatest bull market in 85 years.” CNBC 6/8/14 “Bull Has Legs to Run Another 10 Years.” Bloomberg 6/23/14 Anyone remember the book Dow 36,000…
FSI Advisors Featured in Money Magazine and NerdWallet
As we’ve become more active in sharing articles through our social media networks, a few of our Advisors were featured in media publications recently that we thought you might like to…
When Will the Federal Reserve Raise Interest Rates?
As the economy improves and the Federal Reserve (“Fed”) ends its quantitative easing program in October the next question for investors is when will the Fed raise rates? Which Factors…
Top 5 Millionaire Investing Mistakes
Everyone makes mistakes; even Derek Jeter as noted in the picture to the right. The deVere Group recently surveyed 880 millionaire investors around the world to determine their top investing…
10 Smart Money Saving Tips!
When people think of saving money, they initially think they need to cut something they enjoy. Instead, people should think about spending more wisely. We’ve compiled a list of cost…
Your Social Security Benefits
Social Security is one of the largest assets for most retirees, but very few understand its basic rules. About a third of all people claim social security at age 62,…
North Carolina Tax Changes – 2014
As you finalize your 2013 federal and state income tax returns you should be aware of the significant changes to North Carolina state taxes in 2014. In July 2013, the…
Federal Reserve Taper Decision
The Federal Reserve (“Fed”) recently announced in its January 2014 meeting that it will continue to reduce (aka taper) its bond buying from $75 billion to $65 billion per month…
Download our 5 Questions to Ask Your Financial Advisor eBook
We break down some of the most important questions we are asked on a regular basis.