Financial Goals: I Do’s and I Don’ts
My fiancé and I recently had a discussion that revolved around the question “Where do you see yourself in x years?” While many of the things we brought up aligned,…
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Account Consolidation
A recent article on Yahoo! Finance lists four retirement regrets and costly mistakes that you should avoid. One of these mistakes is having too many accounts. ‘The most I’ve seen…
When Is a Plus 3.9% Return Really a Minus 7.7% Return?
It doesn’t seem there should be any difference when calculating investment performance, but there are actually two methods for calculating annualized investment returns. Time Weighted and Dollar Weighted. When evaluating…
Can You Help Me Rollover My Old 401(k)?
“Can you help me roll over my old 401(k)?” It’s a question that comes up often, but the answer isn’t always simple. Many of our clients come to us with…
FSI Featured in InvestmentNews Magazine
Our operations specialist, Grace Kvantas, was recently featured in InvestmentNews Magazine. The article explains how financial advisors can find and hire new talent since many financial advisors are nearing retirement…
Is the US Stock Market Expensive?
“We are about to enter the greatest bull market in 85 years.” CNBC 6/8/14 “Bull Has Legs to Run Another 10 Years.” Bloomberg 6/23/14 Anyone remember the book Dow 36,000…
FSI Advisors Featured in Money Magazine and NerdWallet
As we’ve become more active in sharing articles through our social media networks, a few of our Advisors were featured in media publications recently that we thought you might like to…
Why We Are Embracing Social Media
We realize how quickly the world is changing, and with the lightning fast technologically-driven world in which we live, we understand the desire to have information in a quicker, more…
FSI Tees Up for Golden on the Green
For the past nine years, Financial Symmetry has had the privilege of sponsoring and participating in the charity golf tournament, Golden on the Green. This tournament, which has been an annual…
When Will the Federal Reserve Raise Interest Rates?
As the economy improves and the Federal Reserve (“Fed”) ends its quantitative easing program in October the next question for investors is when will the Fed raise rates? Which Factors…
Download our 5 Questions to Ask Your Financial Advisor eBook
We break down some of the most important questions we are asked on a regular basis.