How We See It

Liability Relative Investing to Combat Inflation

For many people, evaluating their financial situation means just reviewing investment performance against the Dow Jones Industrial Average. Now, Morningstar has produced new research they call Gamma, which highlights the value of smart financial planning. This…
10-Year Treasury Yield

When Will Interest Rates Rise?

Source: http://www.econ.yale.edu/~shiller/data.htm That is a question asked by many investors today. One way to analyze this question is look at previous situations in US history when bond yields reached levels…

Top 10 Economic Stories of 2012

As we did last year, Financial Symmetry has covered several current events on our blog throughout 2012, and here are what we think the Top 10 Economic Stories of the…

29% Retirement Raise

A recent study from Morningstar suggests that implementing solid financial planning strategies can increase a retiree’s investment income by 29%, which they equate to an additional 1.82% in investment returns…

The Two Weakest Links for Jobs

It’s been a year since we discussed the two weakest links for jobs in the US labor market which are Residential Construction and Government.  With continued improving employment figures, we…

Is It a Good Time to Go Overseas?

Investors have heard plenty of negative news internationally in 2012, the two biggest stories being the European Debt problems and slowing growth in China.  Given that these negative stories have…

The Price of Safety

One of our most important jobs as financial advisors is to help our clients manage risk.  This takes on many forms, but one of the most central is investment risk. …

Do you know the right questions to ask when you sit down with a financial planner?

Download our 5 Questions to Ask Your Financial Advisor eBook

We break down some of the most important questions we’re asked on a regular basis.

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