What to do when your company switches 401k providers
Lately we’ve noticed an increased number of employers switching 401k providers with the majority of these moving to more attractive plans for the employees! Maybe they saw this recent article…
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What to Know About Your Portfolio – 2nd Quarter 2016
There is a companion podcast for this post available. You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher. Summary After a relatively…
7 Things You Need to Do After Your Child Graduates From College
Congratulations! After years of hard work your child has just received their college diploma. You are breathing a sigh of relief as you are off the hook for all of…
It’s The Little Things, Ep #12
It’s the little things. From Tom Brady to Nick Saban, high performers tout their focus on the small details as the secret to their success. Little things make up the…
Financial Symmetry Sponsors Highcroft Hurricanes Swim Team
Financial Symmetry is excited to be a Red Ribbon Sponsor of the 2016 Highcroft Hurricanes Swim Team. This is a neighborhood swim team located in west Cary with over 120…
How Old is Your Estate Plan?
If you’re like most people you have a “set it and forget it” mindset when it comes to estate planning. You set up plans and documents years ago but haven’t…
“Past Performance does not…”
Last week I wrote a post about this topic in relation to investment returns in your portfolios. This of course is the most common place you will see the phrase “Past…
“Past Performance does not Guarantee Future Results”
You may have seen this phrase on a number of financial reports as The U.S. Securities And Exchange Commission (SEC) requires this to be communicated to fund investors. It’s difficult…
Should I Rush to Refinance Before the Fed Decides on Rates?
The Federal Reserve decided to leave short-term interest rates unchanged when it met in April but left open the possibility of raising rates in mid-June. News of the Fed’s decisions…
Prince’s Estate Issues Underscore the Importance of a Will
There is a companion podcast for this post available. You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher. Music legend Prince died at age 57 this year,…
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