Does Having More Money Equate to More Happiness?
The relationship between happiness and money is complicated. Just consider this sampling of the myriad studies that explore the link between the dollars we earn and the happiness we feel.…
Market Outlook
Should You Worry About Inflation? Ep #152
Everyone is talking about inflation. You can’t open a newspaper, look at your phone, or go to a barbecue without hearing about it. With all this talk, it can be…
2021 3rd Quarter Market Update
This brief video includes recent updates on the global stock and bond markets. In addition, please contact your Financial Symmetry team if you have any specific questions regarding your portfolio,…
Why Investors Might Think Twice About Chasing the Biggest Stocks
As companies grow to become some of the largest firms trading on the US stock market, the returns that push them there can be impressive. But not long after joining…
2nd Quarter 2021 Market Update
This brief video includes recent updates on the global stock and bond markets. In addition, please contact your Financial Symmetry team if you have any specific questions regarding your portfolio,…
Gauging Market Expectations?
A recent flurry of return spikes for a handful of US stocks has captivated investors and non investors alike. Wall Street news trending on social media even amid an NFL…
1st Quarter 2021 Market Update
This brief video includes recent updates on the global stock and bond markets. In addition, please contact your Financial Symmetry team if you have any specific questions regarding your portfolio,…
Our 3 Step Investing Process, Ep #135
What are you investing for? Many say higher or better returns–but higher or better than what? What do those higher returns make possible for you? To have a successful investment…
An Exceptional Value Premium
It’s probably not news to most value investors that the value premium has struggled over the past decade. What might be news is just how extreme an outlier recent value…
During Stock Market Manias, Ask These 3 Questions, Ep #130
 Stock market manias have an uncanny way of capturing our attention. Not only do they dominate weekly headlines, but create visions of what could be. The most recent example…
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.