Company News & Blog

financial analysis blogAll of the staff members here at Financial Symmetry regularly contribute to our blog site at www.FinSymNews.com.

This site features our independent analysis and commentary on the global economy.

We view all market developments through the same filter, "How will this affect our clients?"

Check out our most recent posts:

Investigate Your Target-Date Funds

A Gold Standard?

Shouldn’t We Be Investing in Gold?

Will the 2010 Estate Tax Repeal Impact You?

Life After the Lost Decade

Check out the new Financial Symmetry Website!

The “Your Money Bus” comes to Raleigh

Did You Make Roth Contributions for 2009?

I Bought Quicken, Now How Do I Use It?

Understanding Morningstar Star Ratings

Common Questions

Why do I need a financial planner?

Using a Financial Planner can help you stay on track towards meeting your goals and help identify cost savings and strategies...

Do you have an investment minimum?

No, we do not have a strict minimum...

If I become a client, who will I work with?

Financial Symmetry uses a team approach in our client relationships to utilize areas of expertise and efficiencies throughout our firm...

Client Stories

Upcoming Retirement: Planning for Travel While Maintaining a Budget

Planning for an upcoming retirement? Have goals you want to reach?

Preparing for Their First Child, a Young Couple Faces Financial Changes

A young married couple needed guidance on financial decisions before the birth of their first child. 

Health Issues and Remarriage: A Retired Couple’s Wealth Management

A couple entering their second marriage needed advice on combining their estates, while dealing with health issues.

Want to know our views on the market, industry and financial topics that affect you the most? 

Check out www.finsymnews.com for our latest News & Views.