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,…
Blog
4 Tips to Help You Prepare for Tax Season, Ep #156
Tis the season to prepare your taxes! Whether you do your own taxes or you are gathering information for your tax preparer, you’ll want to make sure that you…
When Will I Have Everything I Need to File My Taxes for 2021?
As we progress into the new year and approach tax filing season, there are several items related to your Pershing accounts we would like to bring to your attention. If…
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…
How Your Money Memories Can Impact Your Retirement Decisions, Ep #155
The biggest financial threat to your wealth is not the market; it is your brain. Human behavior surrounding money varies greatly and can be fascinating to study. Allison Berger has…
Buying a Car in a Pandemic? Here’s What to Know
Since the start of the COVID-19 pandemic it is no secret that many every day products and services have had shortages, whether in labor or material. The car industry in…
Top 5 Blog Posts from 2021
We spend a lot of time researching topics throughout the year to share with you, and we thought you may be interested in reading our top 5 most read blog…
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…
Market Review 2021: A Recovery Amid Challenges
It was a year of uncertainty and anticipation, of hopes for a return to a degree of normalcy following the onset of the COVID-19 pandemic in 2020. And it was…
What to Consider When Reviewing Your Estate Documents
Like other parts of your financial life, estate planning is not a one-time event. There is no “set it and forget it” aspect to it since our lives and laws…
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.