Financial Symmetry News & Views

Archive for September, 2009

Looking for a way to better track your budget? Throughout the upcoming weeks, we will be bringing you personal reviews of some of the budgeting software available. Some will be free, online websites, while others will be computer software programs available for purchase or download.

Our first review comes from Heather Zaczek, our Operations Specialist, who [...]

Chad Smith, CFP® was recently quoted on wsj.com. In the article, “Financial Advisers Look Local,” Shelly Banjo profiled several ways Financial Symmetry was reaching out to clients in the Triangle. Some of these initiatives included working with charitable organizations, educating younger couples, and providing information on the company’s blog.

Download pdf of article

A key aspect of financial planning is managing expenses.  However, setting a budget and consistently monitoring it is easier said than done.  That is why we recommend using an expense tracking software to keep track of your spending.  Mint.com is a relatively new personal finance website that takes a lot of the work out of [...]

With unemployment high, requests for loans from friends and family members are on the rise.  This can put a potential lender in a difficult position.  They do not like to see someone they care about having financial difficulties, but they also know that personal loans can become gifts as default rates are high.
There is also [...]

New research has found that men are more likely to take larger risks in their financial decision making than women.

Back in March, many investors were wrestling with the emotions of wanting to preserve whatever money they still had.