When Congress left town on Christmas Eve, it failed to address a major issue – the repeal of the federal estate tax…

After going through multiple investment bubbles, a severe credit crisis, and two painful recessions, the “Lost Decade” for stock investments has come to an end.   In fact, the latter half of 2009 left us with a rather robust recovery and the idea that we may be participating in a sustainable economic recovery.
At the beginning of [...]

We’ve recently launched a newly designed website- www.FinancialSymmetry.com.   We felt that a new site was needed to showcase our services in an easy-to-navigate manner.
A few of the new features include client stories, frequently asked questions and additional details of our services.
We invite you to browse our new website and hope you find it easy to [...]

In response to the many fears and uncertainties that arose during the recent economic crisis, The National Association of Personal Financial Advisors (NAPFA) Consumer Education Foundation sponsored multiple financial advice events around the country as part of the “Your Money Bus” tour.  On Tuesday January 19th, the “Your Money Bus” rolled in to downtown Raleigh, [...]

Have you made your 2009 Roth IRA contribution?
If you have not yet made the maximum contribution, you still have time!  Tax payers have until April 15th of 2010 to make their Roth contributions for the 2009 tax year.  If you are within the income limitations to make contributions, a Roth IRA is an excellent investment [...]

There’s no better time than the beginning of a new year to implement a new budget in order to gain control of your spending. In the final installment of our series on Quicken, we provide a few pointers to make using Quicken more meaningful so that you can better track where your money goes.

When selecting mutual funds to use in our client’s accounts we use various quantitative and qualitative factors to evaluate if we believe a fund can add value.  Morningstar is the most widely used source of mutual fund data and analysis, so we rely on their data for a significant portion of our research.  One thing [...]

On November 1st, 2009 Allison Berger completed the Rex Healthcare Half Marathon in Raleigh, NC.  She finished with a time of about 2:05:20.  Although the course was hillier than her training runs she still beat her goal of running 10 minute miles.  This was the first distance running event that Allison has participated in and [...]

Even though 2010 is almost here, you still have time to take advantage of some 2009 tax planning strategies.  Here are some suggestions to consider before ringing in the New Year.

Should you take losses or pull in capital gains?  It depends on your likely tax bracket…Take a look at [...]

As many of you know, it can be hard to create a budget and even harder to stick to it. To do so, we generally recommend using software like Quicken that is designed specifically for expense tracking.