Terminal Illness Checklist
If you have received a diagnosis of advanced stage cancer or another terminal illness, first, we are very sorry to hear that you are going through this. Feelings of overwhelm,…
Blog
Choose Your Own Retirement Adventure – The 4 Types of Retirement Journeys, Ep #170
Have you ever wondered how your retirement preparations compare with others? This is a common question that we hear as financial advisors. On this episode, we’ll take a look at…
Surprising Stats about the 4 Stages of Retirement, Ep #169
Which retirement stage are you in? Spoiler alert: the stages begin before you are retired. You’ll also be surprised by some of the stats we uncover as we dissect findings…
FSI Promotes Sam Knighton to Client Service Associate
Financial Symmetry is thrilled to promote Sam Knighton to Client Service Associate. Sam joined our team in 2019 as our Administrative Assistant and after maternity leave transitioned into a virtual…
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,…
Is ESG Investing Right For Me?
Increasingly, we as investors want to incorporate sustainable companies and business practices into our lives. Fortunately, there are many areas of our lives where we can intentionally spend and direct…
How to Create a Framework for Navigating Major Financial Decisions, Ep #168
How do you deal with a major financial or life decision? When this happens there can be many choices that you need to make. Without the right decision-making framework, navigating…
Garrick King, CFP® is Financial Symmetry’s Newest Advisor
Financial Symmetry is thrilled to promote Garrick King, CFP® to an Advisor role. Our firm continues to grow, evolve and expand to meet and exceed our service commitments to our…
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…
How to Not Worry About a Falling Stock Market
Too many investors become anxious when the stock market is falling and excited when the stock market is rising. Unfortunately, that is why the average investor dramatically under performs the…
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We break down some of the most important questions we are asked on a regular basis.