2008
Company Announcements
Allison Berger, CFP Becomes Partner in Firm
In the Media
Mar. 19, 2008 -- Registered Rep. Magazine -- "Breeding Loyalty in Bad Times" (pdf) by Christina Mucciolo
Jan. 28, 2008 -- The News Press -- "Managing your own money a heavy-duty task" (pdf) by Gannett News Service
2007
Company Announcements
Allison Berger Earns CFP® Designation (pdf)
Will Holt, CPA, Joins Financial Symmetry (pdf)
Chad Smith Joins Leading National Financial Planning Organization (pdf)
Allison Berger Joins Leading National Financial Planning Organization (pdf)
In the Media
Jan. 25, 2007 -- BusinessWeek.com -- "Smart Tax Strategies for Younger Workers" (pdf) by Marc Hogan
Jan. 30, 2007 -- MSN Money -- "The 5 biggest 401(k) blunders" (pdf) by Tim Middleton
May 31, 2007 -- Financial Advisor Magazine -- "Advisors Less Confident About Economy, Stock Market" (pdf)
Aug. 31, 2007 -- Triangle Business Journal -- "Situation could get worse as ARMs resetSituation could get worse as ARMs reset" -- by Lee Weisbecker
Nov. 19, 2007 -- Investment News -- "Many advisers marketing with a narrower focus" by Aaron Siegel
Nov. 19, 2007 -- Investment News -- "3 for the money: Fund giants dominate" by Sue Asci
Nov. 26, 2007 -- Financial Planning Magazine -- "Investors and Advisors Report Record Low Confidence in Economy" (pdf) by Stacy Schultz
Dec. 19, 2007 -- Bloomberg.com -- "Help Your Kid - Give Financial Planning Gift" (pdf) by Jane Bryant Quinn
2006
Company Announcements
May, 2006 - FSI raises over $4,000 for local charity (pdf)
July, 2006 -- Chad Smith Becomes Partner in Firm (pdf)
In the Media
March, 2006 -- Financial Advisor Magazine -- "Three ways to create an Efficient, Effective, and Expedient firm" (pdf) by Tracey Longo
May 5, 2006 -- USA Today -- "Compromise is vital to forming a successful financial life together" (pdf) by Kathy Chu
August 7, 2006 -- NBC 17 -- "Wealth Managers Offer Advice" (Video Clip)
August 11, 2006 -- Triangle Business Journal -- "Wealth Strategies" (pdf)
2005
In the Media
August 5, 2005 -- Triangle Business Journal -- "The Money Managers"
October 1, 2005 -- Financial Planning Magazine -- "The Magic Elixir" by Bob Veres
2004
In the Media
March 2004 -- Newsweek -- The Retirement Race
July 2004 -- The Gluck Report -- "Serve Yourself-Investment Advisor" by Andy Gluck
October 13, 2004 -- Wall Street Journal -- "Fund at the Center of Morningstar Probe Eyes Other Data Sites" by Arden Dale
October 2004 -- Financial Planning Magazine -- "View from the Sidelines" by David J. Drucker
November 2004 -- The Gluck Report: Part I -- "Farewell to Portfolio 2000-Investment Advisor" by Andrew Gluck
December 2004 -- The Gluck Report Part I -- "Portfolio Management, Up Close-Investment Advisor" by Andrew Gluck
2003
In the Media
October 2003 -- Financial Planning -- "Minimums May be Down, but that doesn't mean SMA's are Right" by Lisa Vincenti