Financial Symmetry, Inc. Blog
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An independent, fee-only firm offering Financial Planning, Investment Management and Wealth Management services in Raleigh, NC and beyond.
Financial Symmetry, Inc. Blog
1h ago
Below is a video of our first quarter 2024 Market Update. In it, we cover the following: Market updates over the last 1, 5, and 10 years Strong returns for US stocks Should you make changes to your portfolio in …
The post Market Update Q1 2024 appeared first on Financial Symmetry, Inc ..read more
Financial Symmetry, Inc. Blog
1w ago
We take pride in recognizing our team members who not only excel in their roles but also embody our core values. Today, we’re shining the spotlight on Meredith, who’s dedication to teamwork and diligence is a testament to FSI’s commitment …
The post Celebrating Meredith: A Beacon of Teamwork at FSI appeared first on Financial Symmetry, Inc ..read more
Financial Symmetry, Inc. Blog
1w ago
If you are retiring soon, you’ve most likely wondered if your asset allocation is too risky. Some have called the period just before and after retirement the retirement danger zone as it’s a time where understanding how you should be …
The post How to Prepare for the Retirement Danger Zone, Ep #214 appeared first on Financial Symmetry, Inc ..read more
Financial Symmetry, Inc. Blog
3w ago
After working with hundreds of our clients to prepare their tax returns, we’ve discovered some new tax surprises that if preparing beforehand, could be helpful when completing your tax return this year. 10 Tax Return Surprises Tax planning and preparation …
The post 10 Tax Return Surprises You’ll Want to Avoid, Ep #213 appeared first on Financial Symmetry, Inc ..read more
Financial Symmetry, Inc. Blog
1M ago
Retirement can hit us with numerous curveballs. One of those could happen right out of the gate–when you experience a forced early retirement. We all know that layoffs are part of the corporate landscape. While they are commonplace, when you …
The post How to Handle a Forced Early Retirement, Ep #212 appeared first on Financial Symmetry, Inc ..read more
Financial Symmetry, Inc. Blog
1M ago
In the realm of estate planning, many people in the United States have heard of the estate tax but think it does not apply to them, instead seeing it as an issue for the “1 percenters.” They are partially correct …
The post A Hidden Tax: Does Your State Have Its Own Estate or Inheritance Tax? appeared first on Financial Symmetry, Inc ..read more
Financial Symmetry, Inc. Blog
1M ago
While most of our listeners are in or on the cusp of retirement, many are equally interested in helping their friends and loved ones in the next generation develop solid financial habits. We often get questions about resources that could …
The post Tools for Making Better Financial Decisions, Ep #211 appeared first on Financial Symmetry, Inc ..read more
Financial Symmetry, Inc. Blog
2M ago
Many who approach retirement view it as the ultimate goal, but you could have 30+ years to experience the retirement you’ve worked to build. While much of retirement planning is focused on the numbers, people often fail to intentionally plan …
The post Turn Your ‘What Ifs’ into ‘What’s Next’ with These Retirement Stepping Stones, Ep #210 appeared first on Financial Symmetry, Inc ..read more
Financial Symmetry, Inc. Blog
2M ago
Many investors have been tempted to invest more, if not all, of their portfolios in the S&P 500 given the incredible run it’s had over the last decade. But today we are talking through five reasons why you should consider …
The post 5 Reasons to Consider Not Only Investing in the S&P 500, Ep #209 appeared first on Financial Symmetry, Inc ..read more
Financial Symmetry, Inc. Blog
3M ago
Below is a video of our Fourth Quarter 2023 Market Update. In the video we cover: Why even when things feel uncertain, doesn’t mean it’s a bad time to invest How different areas of the market looked in 2023 vs …
The post Market Update Q4 2023 appeared first on Financial Symmetry, Inc ..read more