Our 3 Step Investing Process, Ep #135
What are you investing for? Many say higher or better returns–but higher or better than what? What do those higher returns make possible for you? To have a successful investment…
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Financial Symmetry Is Partnering With 3rd Decade
At Financial Symmetry we are in constant pursuit of our mission to enhance today and enrich tomorrow for our clients and communities through empowerment, education, and guidance toward financial prosperity. …
What to Expect from a Financial Advisor – The 5 C’s, Ep #134
 Have you been on the fence about hiring a financial advisor? This indecisiveness can cost you. Today we’re talking through a list of attributes you should expect when looking…
Inherited an IRA in 2020 or Later? Make Sure You Know the New Rule
While an inheritance can be a positive financial event, mourning the loss of a loved one and acclimating to your new financial situation can be one of life’s more stressful…
Tax Planning with the New American Rescue Plan, Ep #133
The American Rescue Plan was recently passed, but do you know all the changes it will bring? You probably already know about the stimulus checks, but you may not know…
An Exceptional Value Premium
It’s probably not news to most value investors that the value premium has struggled over the past decade. What might be news is just how extreme an outlier recent value…
How a Financial Advisor Invests Their Money – Cameron Hendricks, Ep #132
It’s always fun to peek behind the curtain and see the strategies and process people use for their decision making. During this conversation, we review some of my core beliefs…
Where to Save for Retirement When You’re Self-Employed
Saving for retirement can be daunting, especially when you run your own business. Many sole proprietors establish SEP IRAs to achieve tax deferred growth for retirement. If you work for…
Hidden Financial Mistakes and How to Spot Them, Ep #131
Do you ever wonder about what hidden financial mistakes you are missing? Sometimes our financial mistakes aren’t obvious, so in this episode we are discussing 3 hidden financial mistakes that…
What Happens if You Contribute Too Much to a Roth IRA?
So you contributed too much to your Roth IRA. This is often caught during tax season or when reviewing our client’s previous year tax returns. There are several reasons that…
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We break down some of the most important questions we are asked on a regular basis.