2022 2nd Quarter Market Update
This brief video includes recent updates on the global stock and bond markets. In addition, please contact your Financial Symmetry team if you have any specific questions regarding your portfolio,…
Posts by Mike Eklund
During a Market Downturn, Which One of These 4 Typical Investors Are You? Ep #167
In a bear market, it can be easy to panic and forget that investor behavior drives results more than choosing the right investments. People tend to be their own worst…
Your Game Plan for Volatile Markets, Ep #164
Stocks are now in a bear market. Rising interest rates mean bonds are having a horrible year. Inflation reached a 40-year high. Headlines like these makes it tough to have…
2022 1st Quarter Market Update
This brief video includes recent updates on the global stock and bond markets. In addition, please contact your Financial Symmetry team if you have any specific questions regarding your portfolio,…
How to Think About Impacts of the War in Ukraine
We acknowledge that Russia’s war on Ukraine has caused a tragic humanitarian crisis and loss of life. Events are unfolding quickly, and there is much uncertainty. We are monitoring the…
How to Deal with Concentrated Stocks in Your Portfolio, Ep #157
Do you have concentrated stocks in your portfolio? You may have inherited stocks from a loved one or maybe you receive stock options as part of your pay structure or…
2021 4th Quarter Market Update
This brief video includes recent updates on the global stock and bond markets. In addition, please contact your Financial Symmetry team if you have any specific questions regarding your portfolio,…
Mike Eklund Earns Advanced Wealth Management Certification – Certified Private Wealth Advisor®
Partner and advisor, Mike Eklund, recently earned the Certified Private Wealth Advisor® certification, which is an advanced professional certification for advisors who provide the breadth of specialized skills required to…
Starting Off on the Right Financial Foot: 5 Questions When Starting with a Financial Advisor, Ep #154
At the start of every year, people are more motivated to get off on the right financial foot. This might mean contacting a financial advisor for the first time. So…
Our Top 10 Economic Stories of 2021
Allison Berger and Chad Smith and Bill Ramsay and Cameron Hendricks and Darian Billingsley and Haley Modlin and Grace Kvantas and Grayson Blazek and Will Holt and Mike Eklund
Financial Symmetry has covered several current events on our blog throughout 2021, and here are what we think the Top 10 Economic Stories of the year have been: 1. Social…
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We break down some of the most important questions we are asked on a regular basis.