The Top 10 Economic Stories of 2014
As we did last year, Financial Symmetry has covered several current events on our blog throughout 2014, and here are what we think the Top 10 Economic Stories of the…
Posts by Will Holt
The Odds of Success for Individual Stocks
Chad Smith and Will Holt
You know that feeling you get when you hear of the latest tech IPO? That whisper in your ear that says you know it’s going to be the next big…
Company Credit Cards
I was recently quoted in a News & Observer article on how credit cards can be used effectively by small business owners and their employees. While I agree that company…
Lump Sum or Annuity? That is the Question.
The old defined benefit pension plan where your employer has made a pledge to contribute to your retirement in exchange for your hard work and loyalty is going the way…
When Should I Take Social Security?
Deciding when to take Social Security benefits is unique because of the way the benefits may be taxed. There is a formula that the IRS requires Social Security recipients to…
Obamacare and your Tax Return
The Affordable Care Act (aka Obamacare or ACA) will have a limited, if any, impact for most taxpayers. However, there are several items to be aware of when completing your…
The Top 10 Economic Stories of 2013
As we did last year, Financial Symmetry has covered several current events on our blog throughout 2013, and here are what we think the Top 10 Economic Stories of the Year…
The Reality of Target-Date Funds
Older workers who are using target-date funds as the primary vehicle for saving in their 401ks are facing a difficult reality. An article in Bloomberg’s Businessweek, titled Target-Date Funds’ Risky…
Will Holt CFP® quoted in the News & Observer
Financial Symmetry advisor Will Holt, CPA, CFP®, was recently quoted in Raleigh’s News & Observer in an article titled What to Save, and When. Holt was one of a few…
IRS Scandal
For an agency used to asking a lot of questions, the IRS is having a lot of trouble coming up with answers about who knew what and when regarding two…
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.