When Will I Have Everything I Need to File My Taxes for 2020?
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…
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During Stock Market Manias, Ask These 3 Questions, Ep #130
 Stock market manias have an uncanny way of capturing our attention. Not only do they dominate weekly headlines, but create visions of what could be. The most recent example…
Financial Symmetry Promotes Heather Gudac to COO
Financial Symmetry is thrilled to promote Heather Gudac to Chief Operating Officer. Our firm continues to grow, evolve, and expand to meet and exceed our service commitments to our clients.…
Building Wealth by the Decades: One Thing you can do to Ensure Financial Success Ep #129
 What is the most important thing you can do for building wealth? Recently, Jeff Levine (@CPAPlanner) put this question out into the Twitterverse: Question: Other than regularly saving and…
2021 Contribution Limits
For 2021, only a couple of the contribution limits have increased. A very good practice is to contribute enough of your salary to receive at least the employer match. Also,…
Top Investment Lessons Learned from 2020, Ep #128
From a historically quick bear market to a speedy rebound, 2020 certainly took us on a wild ride. But there is a lot we can learn from this memorable year…
Investopedia 100 Top Financial Advisors of 2020 – Chad Smith
What a year 2020 was. A roller coaster of fear and surprise. But one bright spot happened late in the year when one of our advisors, Chad Smith, CFP® was…
Market Review 2020: Looking Back on an Unprecedented Year
The year 2020 proved to be one of the most tumultuous in modern history, marked by a number of developments that were historically unprecedented. But the year also demonstrated the…
Dimensional Reduces US Mutual Fund Management Fees
Dimensional will reduce management fees across 33 equity mutual funds, representing a 15% reduction on an asset-weighted basis1 for the impacted funds. For a full list of the changes, please…
12 Actionable Steps to Improve Your Financial Outlook, Ep #127
As we come upon a new year it is a good time to reflect on your finances and set goals. In this episode, we discuss 12 steps you can take…
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We break down some of the most important questions we are asked on a regular basis.