Top 5 Blog Posts from 2020
The end of the year is quickly approaching, and after an unforgettable year we wanted to recap our top 5 blog posts from 2020! Here’s our 5 most read posts…
Blog
How a Financial Advisor Invests Their Money: Mike Eklund, Ep #126
 Motivated by the new book, How I Invest My Money, I (Mike Eklund) wanted to communicate how I manage my own money. In our recent podcast, we discuss my…
End of Year Charitable Giving Changes You Should Double-Check
Most taxpayers no longer take the itemized deduction since the passing of Tax Cuts and Jobs Act of 2017. The TCJA effectively doubled the standard deduction raising a much higher…
Are Value Stocks Dead? Ep #125
Growth stocks have been on a tear over the past several years. However, traditionally value stocks have been the big performers over the long-term. But with the rapid rise in…
Should I Make a Roth IRA Conversion?
Have you wondered if a Roth IRA Conversion will save you more in taxes? 2020 has offered a unique opportunity for some taxpayers to capitalize by making a Roth conversion.…
Should you Take an Early Retirement Package, Ep #124
Have you been offered an early retirement package? Early retirement packages are on the rise. Companies are looking for ways to cut costs and one way to do that is…
Top Tax Tips to Consider Before Year End
2020 has been a special year, to say the least. For many, it has brought with it changes unique to their own situations, while for everyone it has brought with…
2020 3rd Quarter Market Update – VIDEO
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,…
Investing Through the 2020 Election
The incredible uncertainties we are facing in 2020 have raised the stakes for both our government and our investment strategies. For investors, there seem to be more questions than answers.…
If Only I Had Bought Zoom When it IPO’d in 2019, Ep #123
While the FAANG stocks have been the most obvious enviable stock positions over the past decade, there are always success stories readily available to raise feelings of doubt and FOMO…
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