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Economic News and Analysis from Financial Symmetry, Inc - Raleigh, Durham, Chapel Hill, NC

http://www.finsymnews.com

Independent analysis and commentary on the global economic crisis by North Carolina certified financial planners and certified public accountants

• Added on: May 12th, 2009
• Country: United States
• Language: English

• Author: Financial Symmetry, Inc.
• Listed in: Finance Personal
• Tags: certified financial planner raleigh napfa financial planner raleigh fee-only financial planners personal financial planning triangle nc

Recent Posts

• Raleigh CFP® Will Holt Quoted in The Saturday Evening Post

  Posted on Friday December 4th, 2009 at 16:07 in investing, taxes, tax planning, tax loss harvesting, how we see it

  Will Holt, CFP®, CPA was recently quoted in the Saturday Evening Post. Will discussed tax-loss harvesting, an important but often over-looked tax strategy.  Click here to read the article, “Taking the Sting Out of Investment Loses” by R...

• We’ve Moved!

  Posted on Friday December 4th, 2009 at 16:00 in company news

  After 10 years in the same location, we’ve outgrown our space. We have moved to a new building next door to our old one.  As we settle in, we may be slow to respond to voice mail or email messages. Our new address is: 1511 Sunday Drive Suite 1...

• Compromised Brokers

  Posted on Thursday November 12th, 2009 at 15:46 in financial advisor, financial terms, fiduciary, consumer education, fee-only, how we see it, take charge of your finances

  Morgan Stanley Smith Barney is 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 producers.̶...

• Raleigh CFP® Bill Ramsay Quoted in Investment Advisor

  Posted on Thursday November 12th, 2009 at 02:27 in investing, financial advisor, fiduciary, consumer education, investment management, fee-only, how we see it

  Bill Ramsay, CFP®, was recently quoted in the November 2009 Investment Advisor magazine. In the cover story “Reassessing Risk” by Olivia Mellan, Bill discusses his views on risk tolerance: “My experience is that many people’s tol...

• Will Holt Earns CFP® Certification

  Posted on Monday November 9th, 2009 at 14:10 in financial planning, company news, fiduciary, fee-only, financial planning and advice, cfp®

  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 littl...

• Fiduciary vs. Suitability

  Posted on Thursday November 5th, 2009 at 15:30 in financial advisor, financial terms, fiduciary, fee-only, how we see it, financial planning and advice

  Understanding the difference between a fiduciary standard and a suitability standard could pay major dividends in a relationship with a financial professional.  Operating under the fiduciary standard requires a planner to put the client’s interest...

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