Archive for April, 2009



Be a Savvy Grocery Shopper

With the price of consumer goods increasing, Financial Symmetry would like to pass along a few money-saving tips that can help you trim your grocery bill, as well as help to find savings at restaurants.

Financial market insight from your mutual fund managers

One of our primary jobs is assessing mutual fund managers to look for those who can provide good results. Given the current onslaught of news and opinions on the economy and the markets, we thought it would be helpful for you to hear from a few of your funds’ managers.

Raleigh Financial Advisor Allison Berger Quoted in Investmet News

Allison Berger, CFP®, was recently quoted in Investment News. “It’s been one of my goals to work with young professionals and help them get started on the right foot,” she said.

How to Create and Manage a Budget

Budgeting works best when it becomes a regular routine. It can be hard at first, but knowing where your money goes is a critical part of understanding your complete financial picture. Here are a few tips to think about when creating and managing your budget.

The Tax-Man can Wait!

Tax day will soon be upon us. But don’t stress out if you haven’t yet figured out how you’re going to get your return filed by April 15th. You have an option that millions of taxpayers use every year: the Extension.

FSI News & Views

This news site includes independent analysis and commentary by Financial Symmetry on the global economy.
We view all market developments through the same filter, "How will this affect our clients?"

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