What a Ski Vacation and Investing Have in Common
Have you ever dealt with two crying children on a ski slope? I had that experience recently, and it made me realize there are a lot of similarities between a…
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Plight or Flight: How fear can impact your investments
Recently I was presented with the opportunity to take a trip; one that would require me to board an airplane. I had flown before, but it was when I was…
Top 4 Must Reads for February
We have an all-star lineup this month. All four of these pieces are entertaining and thoughtful ways to spend your internet reading this month. Enjoy: The Biggest Threat To…
4 Ways to Go Broke in Retirement
A recent article featured on Yahoo! Finance discusses 4 ways to go broke in retirement. Many American’s may feel ready for retirement emotionally, but may not be financially. Here are…
Celebrating 10 years at Financial Symmetry along with a Few Lessons
This January I celebrated 10 years as a full time employee of Financial Symmetry. Life has been moving so fast recently I wouldn’t have even realized it had Linkedin not…
Index Investing Popularity is Flashing a Caution Sign
Since index investing in the stock market was invented, its popularity has risen and fallen in cycles that closely match bull and bear markets. In 2014, stock index investing’s popularity…
Protecting your Identity
Anthem, the nation’s largest health insurer was recently victim to cyber attacks where approximately 80 million records were stolen. Prior to Anthem other large business including Sony Pictures, Home Depot,…
High Earners Can Still Get Into a Roth IRA
Did you know that you can access a Roth IRA at any income level? For most individuals they assume if your modified AGI is greater than $193,000 if you are…
A Whirlwind of Growth
As I reflect on how much Financial Symmetry has grown in the past year, I find it hard to believe that we are almost a full week into February. 2014…
Top 4 Must Reads for January
Emotions Count: The Brain Chemistry Behind Investing – I’m sure most of us remember the powerful ad in the 80’s claiming “This is your brain on drugs.” This article…
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We break down some of the most important questions we are asked on a regular basis.