Employee Spotlight: Christian Polanco

Christian Polanco joined our team in January 2019 as one of our Client Service Associates. He is a direct point of contact for our clients, assisting with all steps of the financial planning process and onboarding new clients to our…

Employee Spotlight: Garrick King

Garrick King joined our team in December 2018 as one of our Client Service Associates. He is a direct point of contact for our clients, assisting with all steps of the financial planning process and onboarding new clients to our…

Employee Spotlight: Catherine Tillery

Catherine Tillery joined our team as our tax planner at the end of 2018. She works closely with our Advising team and tax consultant to take advantage of tax efficiencies for our Continuous Service clients. Catherine also prepares our client’s…

Grace Kvantas, CFP® becomes Partner at Financial Symmetry

  Grace Kvantas, CFP® has become the newest partner at Financial Symmetry, Inc., a locally-owned, fee-only financial planning and comprehensive wealth management firm. Bill Ramsay, CFP®, Founder and President of Financial Symmetry states “Clients first is a foundational principle of…

What to Do When Your RSUs Vest

Many companies use non-cash compensation in the form of company stock to reward and incentivize their employees. A common example of this in the Triangle/RTP area is Restricted Stock Units (RSUs) which can provide employees with a potentially fortuitous liquidity…

Our 2019 Investment Outlook, Ep #78

A common question I receive is now a good time to invest?  Or what should I invest in?  I don’t have a crystal ball so I can’t time the markets (quick tip:  no one else does!).  That said, over the…