Financial Symmetry News & Views

Archive for August, 2009

The recent economic turmoil has left many people with hard-to-answer questions. That’s why local professionals have combined their efforts to give back to the public through the “Your Money Clinic” scheduled for Saturday, Sept. 19th from 9 a.m. – 12 p.m.

The next NAPFA Consumer Webinar Series is scheduled for September 4th, 2009 from 1:00pm until 2:00pm.  Here’s a preview of the upcoming series, Kids & Money :

“Kids & Money

1:00 pm – 2:00 pm ET

Instructor Linda Leitz, CDP, CFP, EA,
NAPFA Registered Financial Advisor and

Author of The Ultimate Parenting Map to Money Smart Kids
How can you raise [...]

There are two primary types of client relationships in the world of financial advice. The sales model represented by brokers and insurance agents versus the fiduciary model represented by Registered Investment Advisors.

The inherent problems and conflicts of interest with the sales model is why we choose to operate exclusively as Registered Investment Advisors.

All data is not created equal.  The following chart would seem to indicate
that US stocks are more expensive and overvalued then they’ve ever been.
http://www.chartoftheday.com
The rest of the story is that the last 12 months of earnings are not
representative of what earnings will be going forward.  Our best estimate is
that at current price levels, the PE [...]

To be successful as an investor, you have to know which type of sources you can trust.  It’s also helpful, to not let recent past performance color your predictions of where the best future returns will arise.  In this article on Bloomberg.com, you see examples of how treacherous the consequences of relying on large brokerage [...]

Need a new appliance? You may be able to find the best deals on large appliances during September and October.

Sometimes certain purchases can put a strain on your budget, like a new refrigerator, furniture or computer. While there is not a ‘best time to buy’ guide for everything, there are certain categories of goods and [...]

The following article is written by Financial Symmetry’s Will Holt, CPA.
For me, one of the neatest things about living in the Avent West community has been observing the transformation of homes through remodel, refurbishment and even reconstruction.  In fact, the same could be said about the entire city of Raleigh as it certainly looks a [...]

It’s important to remember that investments should be evaluated on their merit, not personal emotions that can cloud your judgment and lead you to act in ways that are counterproductive to your financial success.