Bill Ramsay, CFP®, was recently quoted in the November 2009 Investment Advisor magazine.
Blog
Bill Ramsay Participates in TBJ Roundtable
Bill Ramsay, CFP®, recently participated in his third Triangle Business Journal roundtable event. The 2009 Financial Roundtable: Wealth Strategies was held at the Triangle Business Journal office on September 29th,…
Will Holt Earns CFP Certification
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.…
Fiduciary vs. Suitability
Understanding the difference between a fiduciary standard and a suitability standard could pay major dividends in a relationship with a financial professional. This is because financial planners operating under the fiduciary…
Fund Performance Linked to Management Ownership
When researching mutual funds to invest client funds, we evaluate numerous aspects including (just to name a few): corporate culture manager experience compensation research philosophy expenses management ownership Naturally, one…
Weak Dollar: Good or bad?
Given current economic conditions, is a weak dollar a good or a bad thing? There are strong opinions on this matter from both sides of the issue. Paul Krugman, an…
Allison Berger & Chad Smith Speak at NC State Personal Finance Club
What are the steps you wish you would have taken when first starting out? So many of us begin our saving journey slowly. For many a new car, extravagant trips,…
Avoiding Elderly Fraud
Elderly fraud continues to be a major obstacle for today’s senior citizens. This is why it’s essential to do our best to spread awareness and provide tips of how to…
The Post-Great Recession Economy
The CFP® board requires financial planners to attain a significant amount of continuing education to keep their designations current. This week, Allison and Chad attended the FPA of the Triangle’s…
Chad Smith Quoted in Wall Street Journal
Chad Smith, CFP® was recently quoted in the Wall Street Journal. With the influx of social media, we are finding more opportunities to share the unique and special ways we…
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.