Top Investment Lessons Learned from 2020, Ep #128
From a historically quick bear market to a speedy rebound, 2020 certainly took us on a wild ride. But there is a lot we can learn from this memorable year…
Market Outlook
Market Review 2020: Looking Back on an Unprecedented Year
The year 2020 proved to be one of the most tumultuous in modern history, marked by a number of developments that were historically unprecedented. But the year also demonstrated the…
Dimensional Reduces US Mutual Fund Management Fees
Dimensional will reduce management fees across 33 equity mutual funds, representing a 15% reduction on an asset-weighted basis1 for the impacted funds. For a full list of the changes, please…
Are Value Stocks Dead? Ep #125
Growth stocks have been on a tear over the past several years. However, traditionally value stocks have been the big performers over the long-term. But with the rapid rise in…
2020 3rd Quarter Market Update – VIDEO
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,…
How Should I Position My Portfolio Before the Election? [UPDATED], ep#120
 Every 4 years this question surfaces and investors try to predict which candidate will be better for the economy and stock market. While 2016 may seem like a distant…
Do Downturns Lead to Down Years?
Stock market slides over a few days or months may lead investors to anticipate a down year. But a broad US market index had positive returns in 15 of the…
Do You Ask These Questions When Selecting Investments?, Ep #118
 We know how important it is to save for retirement, but at the same time, focus on enjoying life now. In this episode, we walk you through how to…
The “R” Plan – 5 Steps to Fight Prediction Hubris, Ep #114
 No one can argue that the stock market has been tumultuous lately. During times of market uncertainty, investors seem to become even more certain about their predictions of the…
Can We Recover From This? A Look Back at 3 Historical Events
We are living through extraordinary times. The current health care and economic crisis has created a level of uncertainty that could cause even the most confident capitalists to question: Is…
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