5 Lessons Moving Taught Me
I recently wrote about our decision to move across town seeking shorter commutes and more time together as a family. The process was an emotional and financial roller coaster and…
Take Charge of your Finances
Student Loan Repayment vs. Retirement Savings
So you’re fresh out of school and looking forward to contributing as a new hire to your firm. During the orientation process they hand you an election form to determine…
September 2015 Investment Commentary – S&P 500 Losses, Federal Reserve and Investment Strategy
All major equity asset classes are negative for the month and YTD as we have seen increased volatility the last few months as discussed in our last month’s outlook. Investors…
What You Need to Know About the Annual Gift Tax Limit
If you’ve ever had questions about gifting and how much you should give, this post is for you. Here are five of the most asked questions we hear around making…
Beware the Tax Cliff With Health Care Premium Credit
Imagine if just one extra dollar of income resulted in the loss of almost $10,000 in tax credits. That’s a real possibility for some individuals who buy coverage through the…
The Time to Move
Earlier this year I posted about celebrating 10 years at Financial Symmetry. I also noted that my husband and I celebrated our 10 year wedding anniversary. This fall we would…
August 2015 Investment Commentary – Volatility, China and Retirement Risk
As of August 31, 2015 *Includes reinvested dividends I’m not sure if you like roller coasters, but the last couple weeks in the stock market have sure felt like…
Strategies for Gifting Stock
So you have a mixture of stocks and bonds that you would like to gift to friends, family, and your favorite charity. It’s not as simple as just going down…
Lower Stock Market Means Higher Future Returns
The stock market movements over the past week have prompted many investors to ask how to protect themselves in a falling market. While market drops are unsettling, they typically do…
How to Increase Your Charitable Gifting Efficiency
When we meet with our clients to map out their financial plan many often express interest in setting up a charitable gifting plan to their church or other charities that…
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.