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…
How We See It
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…
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…
Solar Panels: Purchase vs. Lease
Residential solar panel installations have grown dramatically over the last several years. Where sunshine is plentiful, investing in solar panels is likely to produce at least a modest return on…
Emerging Markets Outperformance?
In our recent mailing about the CAPE formula, we discussed how we use this valuation measure in our investment outlook strategy. The graph below (Graph 1) demonstrates that when an…
Federal Reserve Taper Decision
The Federal Reserve (“Fed”) recently announced in its January 2014 meeting that it will continue to reduce (aka taper) its bond buying from $75 billion to $65 billion per month…
The Top 10 Economic Stories of 2013
As we did last year, Financial Symmetry has covered several current events on our blog throughout 2013, and here are what we think the Top 10 Economic Stories of the Year…
The Reality of Target-Date Funds
Older workers who are using target-date funds as the primary vehicle for saving in their 401ks are facing a difficult reality. An article in Bloomberg’s Businessweek, titled Target-Date Funds’ Risky…
Why you need a Financial Plan
Click to enlarge, or view the survey Do you ever ask yourself, “At what age can I retire?” Or, “Am I saving enough to help pay for my child’s college…
Buy High, Sell Low
Warran Buffett once said, “the investor of today does not profit from yesterday’s growth.” This is never more evident than with individual investor performance in mutual funds. Morningstar, the mutual…
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.