Ep 46 – What Tax Strategies Am I Missing?
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. Near tax time each year, do you find yourself wondering what…
Posts by Will Holt
Why Have US Stocks Performed So Well?
During 2011, in the midst of the federal debt showdown, there would have been very few investors who believed the S&P 500 would return 16% per year over the next five…
Top 10 Stories of 2016
As we did last year, Financial Symmetry has covered several current events on our blog throughout 2016, and here is our view of the top 10 most memorable stories of…
Election Results: Understanding Uncertainty
Certain uncertainty is the theme of the 2016 election results. In a historic election, Donald Trump will be our nation’s 45th President. Whether you are elated, disillusioned or disappointed, we…
How An Election Really Influences Markets
One of the oldest axioms about stocks is that markets don’t like uncertainty. This Presidential election cycle has been full of major surprises to say the least. However, when you…
Saving Too Much in a Roth IRA?
Roth IRA’s will turn 20 years old next year after being established by the Taxpayer Relief Act of 1997. Named after the late Senator William Roth of Delaware, these accounts have become…
Top 10 Economic Stories of 2015, Ep #3
Chad Smith and Allison Berger and Bill Ramsay and Cameron Hendricks and Grace Kvantas and Mike Eklund and Will Holt and Angela Keeley-White
As we did last year, Financial Symmetry has covered several current events on our blog throughout 2015, and here are what we think the Top 10 Economic Stories of the…
Reduce Your Tax Bill with These 8 Steps
It’s tax time again. No the filing deadline hasn’t changed, but tax planning done now could save thousands come spring of next year. 8 Steps to Reduce Your Tax Bill Running…
Do You Need to Amend Your Tax Return?
With April 15th behind us, now is the perfect time to review your tax return to see if there was anything you overlooked. Out of 131 million returns filed in…
FSI Client named as a 2015 Triangle Business Journal’s 40 under 40 award Winner
Zeke Bridges is the Assistant Dean of Administration at Campbell University Law School. Triangle Business Journal honored Zeke by naming him as one of the top 40 professionals under the…
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