Reacting to Japan
Ofunato, Japan The tragedy in Japan continues to be the top news story and warrants international support. While the human aspect of this crisis continues to be devastating, we can’t…
Blog
Can I Limit the Mail I Get?
Mail piling up? This is one of the more common questions we hear about the amount of prospectuses, annual reports, etc. that our clients receive from their investment companies. Would…
Middle East Turmoil and Your Portfolio
An easily forgotten truth of investing is when prices are high, skies are sunny and when prices are low it’s stormy. In other words, successful long term investing involves turning…
Burned By Bubbles
“I can calculate the movement of heavenly bodies but not the madness of men.” – Sir Isaac Newton In Jeremy Grantham’s latest quarterly letter, he profiled a story about Sir…
Be Careful About Hidden Gems
As you may have read or noticed on your end of year statements, small cap stocks were the top performing category for 2010. These stocks outperformed their large cap counterparts…
Darkness Before Dawn?
We are not even six months removed from a period when many economists were predicting we’d see a double-dip recession. During times like these, confidence of the average investor is…
There’s Still Time to Contribute to your Roth IRA!
Tax payers have until April 18th of 2011 to make their Roth contributions for the 2010 tax year. If you are within the income limitations to make contributions, a Roth IRA is an excellent investment account as investment growth is tax deferred and withdrawals in retirement can be tax free.
I Want to Rollover My Retirement Account
At Financial Symmetry, we can help you decide on what to do with your inactive qualified plan and multiple IRA accounts. Whether you are changing jobs, entering retirement or simply wanting to consolidate your accounts, we can help you with each step of the rollover process.
Should I be Using my Roth 401k?
You could be saving more money tax-free. If your company offers a Roth 401k option, this could be your ticket. Many people question if they should be taking advantage of a Roth…
Bill Ramsay invited to TBJ Investing Roundtable
Bill Ramsay, CFP®, recently participated in his fourth Triangle Business Journal roundtable event. The 2010 Financial Roundtable: Top Triangle Investors Dissect the Market was held…
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.