What the CARES Act Means for You, Ep #108
The Coronavirus Aid, Relief, and Economic Security Act or CARES Act was just recently passed and the new law will impact just about every American. But do you know…
Blog
Q1 2020 Market Review
See below for a brief summary of recent global stock and bond returns. Please contact your Financial Symmetry team if you have any specific questions regarding your portfolio. Quarterly Market…
What You Need to Know About the New 2019 Tax Filing Deadline
As a result of the Coronavirus Pandemic, the US Treasury and Internal Revenue Service have issued guidance on the filing of 2019 tax returns and have begun to provide a…
Is This Time Different?: Bear Markets
“This time is different.” As the saying goes, these are the four most dangerous words for an investor. And yet every time is different. I have spent the past 35…
Preparing Your Portfolio During a Bear Market, Ep #107
We’re all surprised at the speed of daily changes the coronavirus has brought in our lives. Working from home, school closures, and social distancing have become our new norms. Stock…
Your Bear Market Survival Guide: COVID-19 Update
“Everyone has a plan until they get punched in the mouth.” Many investors are sharing Mike Tyson’s sentiment after the worst single day in the stock market since Black Monday.…
Incorporating Your Finances into Your Self-Care Routine
Financial worry has long been a common form of stress and anxiety. Like any other source of stress, it can affect your mental, physical and emotional well-being. A popular form…
Coronavirus Concerns
Coronavirus concerns continue to impact the financial markets, as have all the numberless crises that have gone before it. While the potential human and economic effects are very unsettling, what…
Retirement Regrets: I Wish I Would Have…, Ep #105
Will your retirement regrets list be full of “I wish I would have…!” What if you could use regrets of other retirees to change or improve your current course? Listening…
Haley Modlin, CFP® is Financial Symmetry’s Newest Advisor
Haley Modlin has recently met all requirements necessary to become a Certified Financial Planner™ (CFP®), the highest financial planning credential available. Earning the CFP® certificate is the next step of…
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We break down some of the most important questions we are asked on a regular basis.