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Feb 4, 2025 | 
financialsymmetry.com | Mike Eklund |Chad Smith |Allison Berger |Angela Keeley-White
Investing can often feel like riding a rollercoaster of exciting highs and daunting lows. This week, we’re digging into the intricacies of the financial planning process, focusing particularly on the importance of understanding market trends and that when you diversify your portfolio it can help play a role in safeguarding your wealth. The Market’s Recent Performance2024 was a remarkable year for the US stock market, with an impressive 24% increase.
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Jan 6, 2025 | 
financialsymmetry.com | Chad Smith |Mike Eklund |Allison Berger |Angela Keeley-White
When so many conversations today are about the economy, inflation, and the stock market, it’s normal to wonder if you should change your investment strategy. You might wonder if you are investing too aggressively, or you might even think about pulling out of the market and waiting until things feel calmer. Before you decide to adjust your strategy, listen to this episode to learn 10 fundamentals to help guide your investing decisions.
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Nov 26, 2024 | 
financialsymmetry.com | Grayson Blazek |Mike Eklund |Chad Smith |Allison Berger
Early retirement presents unique financial planning challenges, particularly regarding health insurance and tax strategies. For people who retire before age 65, finding affordable and adequate health insurance adds another layer of complexity to their financial plans. The ACA and Health Insurance for Early RetireesBefore reaching the Medicare-eligible age of 65, early retirees find themselves navigating a limited selection of health insurance options.
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Aug 14, 2024 | 
financialsymmetry.com | Chad Smith |Mike Eklund |Allison Berger |Angela Keeley-White
How do you begin to save for your children to go to college? With the rising costs of college education, is it worth the monetary commitment? Including tuition & fees, room & board, books & supplies, etc. the average cost of college is anywhere from $27,000 for an in-state public school up to $80,000–$90,000 a year for an Ivy League School. How you pay for college is one of the most important financial decisions you’ll ever make.
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Aug 1, 2024 | 
financialsymmetry.com | Mike Eklund |Grace Kvantas |Allison Berger |Angela Keeley-White
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Jul 15, 2024 | 
financialsymmetry.com | Chad Smith |Mike Eklund |Allison Berger |Angela Keeley-White
One of the retirement questions many wrestle with is whether to take a pension or a lump sum payment. On this episode we flesh out an example from baseball: Did Bobby Bonilla Day make the right decision to take annual payments for 25 years vs. taking a lump sum payment? Seeing this example play out over time can help you make your own pension vs. lump sum choice.
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May 6, 2024 | 
financialsymmetry.com | Mike Eklund |Chad Smith |Allison Berger |Angela Keeley-White
Have you thought about retiring abroad? Oftentimes, when we think of retirement we think about sunny beaches with crystalline water shimmering in the sunshine. Could this or some other idyllic vision be your future? The realities of retiring abroad can be exciting, but at the same time overwhelming. Complex financial strategies need to be considered before grabbing your passport and setting off for the unknown.
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Apr 30, 2024 | 
financialsymmetry.com | Mike Eklund |Grace Kvantas |Allison Berger |Angela Keeley-White
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Feb 12, 2024 | 
financialsymmetry.com | Mike Eklund |Chad Smith |Allison Berger |Angela Keeley-White
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 not making a concentrated investment only in the S&P 500. Do You Let Recency Bias Impact Your Investment Decisions? When investing, we are often swayed by recency bias. If something has been doing well lately our instincts lead us to believe it will continue to do well.
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Feb 1, 2024 | 
financialsymmetry.com | Mike Eklund |Grace Kvantas |Allison Berger |Angela Keeley-White
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 2022 What happens to stocks after markets hit all-time highs? How expensive are the Magnificent Seven stocks vs. the other areas? How have the largest 10 stocks changed decade to decade?
