IRS Letters Due to the 2020 Recovery Rebate Credit
Recently the Internal Revenue Service has been sending out a lot of CP11 notices regarding the 2020 Recovery Rebate Credit being reported incorrectly on 2020 tax returns. If you find…
Blog
Why Investors Might Think Twice About Chasing the Biggest Stocks
As companies grow to become some of the largest firms trading on the US stock market, the returns that push them there can be impressive. But not long after joining…
The Summer Sprint – Financial Tasks to Complete Before Fall, Ep #142
Compared to 2020, the summer of 2021 has been exciting for most people. Many parts of the country are getting back to normal and there is plenty of fun to…
Are You Prepared Financially for a Divorce?
Divorce is one of life’s most challenging transitions. If you are recently divorced, currently going through a divorce or considering one, are you prepared financially? Unfortunately, divorce can bring many…
To Buy or Not to Buy in a Hot Housing Market, Ep #141
With the turbocharged real estate market, buying a house is not as easy as it once was. We’ve all heard stories of houses getting multiple offers, before they are listed…
Tips for Avoiding a Post-COVID Spending Boom
Remember how a year ago we could barely eat at restaurants, and there was hardly any traveling going on? Many individuals and households spent a lot less in the lockdown…
2nd Quarter 2021 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,…
Choosing the Right Investment Vehicles to Save for Retirement, Ep #140
 So you’ve maxed out your 401k. Now what? It’s at this point where you feel like you’re doing a lot of the right things to save for retirement, but…
FSI Celebrates 20 Years!
Financial Symmetry is proud to celebrate 20 years of living our mission to enhance the lives of our clients and communities through empowerment, education, and guidance toward financial prosperity. To…
Chad Smith, CFP® Is Named One of Investopedia’s Top 100 Financial Advisors
Chad Smith, CFP® was selected as one of Investopedia’s 100 Top Financial Advisors of 2021. He is one of two financial advisors on this list from North Carolina. Chad was…
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We break down some of the most important questions we are asked on a regular basis.