Will the 2010 Estate Tax Repeal Impact You?
When Congress left town on Christmas Eve, it failed to address a major issue – the repeal of the federal estate tax…
Life After the Lost Decade
After going through multiple investment bubbles, a severe credit crisis, and two painful recessions, the “Lost Decade” for stock investments has come to an end. In fact, the latter half of 2009 left us with a rather robust recovery and…
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: www.FinancialSymmetry.com 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,…
Financial Symmetry’s Allison Berger Completes Half Marathon
There are many similarities between financial planning and marathons. It takes commitment, discipline and follow through to complete both. Our own Allison Berger found out how challenging, but gratifying the second one could be recently. After months of training, on November…
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 Quoted in Investment Advisor
Bill Ramsay, CFP®, was recently quoted in the November 2009 Investment Advisor magazine.
