2018 Market Outlook
Where should you invest now? As I wrote last year in “Should I Own International Stocks?”, in investing it is important to “skate where the puck is going, not where…
Search Results for “estate planning”
Questions to Ask when Searching for a Financial Advisor
There are a lot of “financial advisors” out there, and not all advisors are created equally. I recently spoke with a prospective client who asked some great questions. Unfortunately, she…
I Received a Windfall – Now What?
‘Massachusetts woman wins 3 quarters of a billion dollars in recent Powerball drawing’. Talk about a headline! The hype and hysteria that surrounds lottery drawings often garners loads of attention…
Don’t Let These 10 Mistakes Ruin Your Retirement
As a financial planner I see many retirees make smart financial decisions and others make unfortunate, avoidable mistakes. Below is my list of the top 10 retirement mistakes to avoid.…
Episode 27 – A Financial Advisor’s Top 10 Investment Lessons Learned
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. This article was previously published on USA Today and NerdWallet.com. Have you…
Financial Symmetry Celebrates 15 Years of Service
We’ve been quite busy around the office lately. Our clients continue to share our name with their friends, family and coworkers. We are so incredibly thankful and overjoyed with the…
You Have Two Months to Live…
What would go through your mind if you were suddenly told by your doctor that you had two months to live? Would you be prepared? What would you do? How…
5 Financial Steps for Newlyweds
When planning a wedding, it’s not unusual to spend most of your weekends contemplating what kind of cake you should have or what color scheme you should use. It is…
Are Financial Advisors Worth the Fee?
I recently read an article on how to save $1 million. The answer: “Fire your financial advisor.” As a financial advisor and the father of four young children, it got…
Why Monitoring Goals Matters Most, Ep #4
So many of us get charged up and rattle off an impressive list of goals but then struggle to follow through. The disconnect between creating and accomplishing is where life change…
