Financial Symmetry Celebrates our 6th Annual Client Appreciation Event
We were honored this year to host over 190 of our clients and their families to an evening with the Durham Bulls. This event was our largest yet, with a…
Blog
Graduation Gifts That Make a Real Difference
Think back to those wonderful days leading up to your graduation. Your time was likely spent attempting to secure a job, celebrating with friends and family and receiving gifts. But…
I Just Left My Job and Need To Rollover My 401(k)
Many people have come to us with old 401(k), 403(b), 457 and Simple IRA accounts from previous employers. Some even have multiple IRA accounts, often from past rollover situations. It’s…
Cameron Hendricks, CFP® becomes Partner at Financial Symmetry
Cameron Hendricks, CFP® has become the newest partner at Financial Symmetry, Inc., a locally-owned, fee-only financial planning and investment management firm. Cameron Hendricks, CFP® Bill Ramsay, CFP®, Founder and President…
What to Expect When You’re Expecting (to Buy Your First Home)
Owning a home is said to be part of the American Dream. While not for everyone, purchasing and owning a home is equally exciting and intimidating. Many of us have…
Don’t Be an Average Investor, Ep #9
When signing up our daughter for soccer, I immediately began daydreaming about how she would dominate all the other 5 year-olds on the field. Not sure why my imagination started…
Grace Kvantas Becomes NAPFA Approved Fee-Only Financial Planner
Grace R. Kvantas of Financial Symmetry, Inc. in Raleigh, NC has been accepted for membership in the NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS (NAPFA). With membership, Kvantas becomes affiliated with an organization…
The Freshman Fabulous: The Girls Guide to College
How does a girls guide to college relate to financial planning you might ask? I’m sure the title of this book caught your eye, especially coming from me. As I am…
How to Save Money Without Disrupting Your Lifestyle, Ep #5
What if you could save an additional $1,500 each year? After 30 years you would have $119,000, assuming the money was invested and you got a 6% return. That $1,500…
Investing Is A Lot Like Jeans…
It isn’t uncommon to ask yourself, “Why doesn’t everyone just hold the same investments, since we all want to make money?” However, the process of creating and maintaining an investment…
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.