NAPFA Your Money Bus

The NAPFA Your Money Bus comes to Raleigh

In response to the many fears and uncertainties that arose during the economic crisis, The National Association of Personal Financial Advisors (NAPFA) Consumer Education Foundation sponsored multiple financial advice events around the country as part of the “Your Money Bus”…

Check out the new Financial Symmetry Website!

We’ve recently launched a newly designed website: We felt that a new site was needed to showcase our services in an easy-to-navigate manner. A few of the new features include client stories frequently asked questions details of our services…

I Bought Quicken, Now How Do I Use It?

There’s no better time than the beginning of a new year to implement a new budget in order to gain control of your spending. In the final installment of our series on Quicken, we provide a few pointers to make using Quicken more meaningful so that you can better track where your money goes.

Understanding Morningstar Star Ratings

When selecting mutual funds to use in our client’s accounts we use various quantitative and qualitative factors to evaluate if we believe a fund can add value.  Morningstar is the most widely used source of mutual fund data and analysis,…

Quicken Your Budgeting Skills

As many of you know, it can be hard to create a budget and even harder to stick to it. To do so, we generally recommend using software like Quicken that is designed specifically for expense tracking.

Compromised Brokers

Morgan Stanley Smith Barney is now offering as much as 330% of a brokers annual production to join the firm. Click here to view the article from Investment News: “Morgan Stanley Smith Barney pumps up recruiting packages to lure top…

Bill Ramsay Participates in TBJ Roundtable

Bill Ramsay, CFP®, recently participated in his third Triangle Business Journal roundtable event. The 2009 Financial Roundtable: Wealth Strategies was held at the Triangle Business Journal office on September 29th, 2009, with the full article appearing in the October 16th,…

Will Holt Earns CFP Certification

Financial Symmetry Inc. is proud to announce that Will Holt, CPA, has earned the CFP® designation. Congratulations Will! The following is Will’s recent letter to our clients announcing his achievement. When I joined Financial Symmetry a little over three years…

Download our 5 Questions to Ask Your Financial Advisor eBook

We break down some of the most important questions we are asked on a regular basis.

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