Are you a Spite Spender?
As parents of young children, Grace and I were recently discussing the negotiation tactics between spouses for time away from the family. This can be something as simple as heading…
Blog
Creating a Framework for Making Financial Decisions, Ep #92
How do you make financial decisions? Most people have trouble articulating their framework for making financial decisions. It begins with finding a healthy balance between spending and saving. Sounds easy…
The Uncommon Average
“I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated.” —David Booth The US stock market has…
Team Work Makes the Dream Work
Our team recently celebrated National Intern Day—and with that, we reflected on how we’ve built our team over the years. The majority of Financial Symmetry’s employees began their careers with…
Bring Your Kids to Work Day
Last month, Financial Symmetry had our “bring your kids to work day!” It was a fun day right before the 4th of July holiday, where we had about 20 kids…
Capital One Data Breach: How to Protect Yourself and Your Assets
Capital One is the latest financial institution effected by a data breach. You can watch Allison Berger discuss this data breach on Spectrum News by clicking here. This penetration was…
A Few More to Add to Your Summer Reading List, Ep #90
How do you pick the books you read? Do you add book recommendations to your summer reading list throughout the year? Do you use an Amazon Wishlist or social media…
Starting Over In Your 50’s – What To Do When You’re Laid Off
Over the past few years IBM, Lenovo, NetApp, Cisco, BASF and GSK among others have announced layoffs for employees in The Research Triangle Park (RTP). While being laid off…
How Sequence of Returns Risk Could Impact You, Ep #89
Most people know little to nothing about sequence of returns risk. The subject doesn’t make for the most interesting topic for cocktail party discussions. Even though, some refer to it…
Are You Taking Advantage of the Foreign Earned Income Exclusion?
Every year, millions of Americans work and earn income abroad. Some travel back and forth in between assignments while others choose to make a permanent move. Regardless of where you…
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We break down some of the most important questions we are asked on a regular basis.