Blog

Can We Recover From This? A Look Back at 3 Historical Events

06/08/2020

We are living through extraordinary times. The current health care and economic crisis has created a level of uncertainty that could cause even the most confident capitalists to question: Is…

Remember This When Investing During a Pandemic

06/01/2020

Allison Berger

A few weeks ago, we had the opportunity to host a client webinar focused on the recent market volatility and what it means for your investment journey. We were pleased…

Should You Change Your College Savings Strategy as a Result of COVID? Ep# 112

05/25/2020

Cameron Hendricks

In times of crisis and uncertainty, the potential need to access our savings seems to rise to the forefront. However, many of the accounts that we utilize for our savings…

Why is the Stock Market Doing So Well When the Economy is Not? Ep #111

05/18/2020

Mike Eklund and Chad Smith

Why is the stock market doing so well when the economy is not? With headlines about skyrocketing unemployment and an impending recession, how has the stock market rebounded so…

The Market Has No Memory

05/11/2020

Guest Authors

Dimensional Founder David Booth discusses the lessons from 2019 that investors can apply to 2020. I have worked in finance for over 50 years, and it seems that every January…

Retirement Planning Changes in the CARES Act, Ep #110

05/04/2020

Mike Eklund and Chad Smith

The CARES Act has three major changes to retirement withdrawals within this landmark piece of legislation. On this episode, you’ll learn what CRD’s are, who are qualified individuals, and how…

Does Your Life Feel a Little Crazy Right Now? Mine Too.

04/27/2020

Grace Kvantas

Life isn’t normal right now. If your life is anything like most Americans right now, life doesn’t feel “normal.” We’re all out of our comfort zones, while ironically being stuck…

3 Questions You May Have During a Stock Market Decline, Ep #109

04/20/2020

Chad Smith and Mike Eklund and Allison Berger

Today we explore some common questions that people ask during a stock market decline. We discuss what a financial advisor does and doesn’t do for their clients in bear…

Tax Loss Harvesting: A Silver Lining in Bear Markets

04/13/2020

Allison Berger and Will Holt and Chad Smith

It takes a lot of discipline to stick to an investment strategy that calls for patience while stock prices are falling. The urge to do something, to take action, can be overpowering.…

We’re Here For You

04/10/2020

Heather Gudac and Haley Modlin

Important note: Until further notice, our physical Financial Symmetry office location is closed. We’re able to serve you remotely through email, video conferencing and phone calls. More details are included…