What to Know About Your Portfolio – 2nd Quarter 2016
There is a companion podcast for this post available. You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher. Summary After a relatively…
How We See It
How Much is a Financial Advisor Worth? Three Percentage Points According to Vanguard, Ep #2
Is a financial advisor’s fee worth it? Couldn’t you do better job managing your own investments and avoiding that cost? According to Vanguard, the leader in do-it-yourself (DIY) investing, they…
October 2015 Investment Commentary – October Bounce, Social Security Changes and Emerging Markets
Index Returns*1-Year Annualized %5-Year Annualized %10-Year Annualized % S&P 5005.2%14.3%7.9% Russell 25001.5%13.1%8.3% MSCI EAFE0.4%5.3%4.5% MSCI Emerging -14.2%-2.5%6.0% Barclays Aggregate Bond2.0%3.0%4.7% Treasury Bill - 3 month0.0%0.0%1.2% As of October 31, 2015…
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…
The Top 10 Economic Stories of 2014
As we did last year, Financial Symmetry has covered several current events on our blog throughout 2014, and here are what we think the Top 10 Economic Stories of the…
Our Top 4 Must Reads from November 2014
This month’s edition features articles that focus on the growing dissatisfaction of having foreign investments in your portfolio, how economic slumps in the past have influenced our progress, and the…
Where is Opportunity in a Low Return Environment?
We’ve now had five and a half years of double digit average annual gains in the US stock market. For many investors this outcome was hard to imagine in the…
The Odds of Success for Individual Stocks
Chad Smith and Will Holt
You know that feeling you get when you hear of the latest tech IPO? That whisper in your ear that says you know it’s going to be the next big…
Our Top 4 Must Reads from October 2014
Ranking near the top of our day-to-day tasks is the research we do for our investment strategy. Within this process, we discover many thought-provoking pieces that communicate a topic in…
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…
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.