Archive for October, 2009



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 economics professor at Princeton and a columnist for The NY Times makes a compelling case for a weakening U.S. dollar being good news.
He writes:
“The truth [...]

Allison Berger & Chad Smith Speak at NCSU Personal Finance Club

On Tuesday, September 15th, Allison Berger, CFP® and Chad Smith, CFP®, both junior partners at Financial Symmetry, Inc., returned to their alma mater to speak to NC State’s Personal Finance Club, which is based in the College of Management.
The club was created for students who are interested in careers in financial planning, who want to [...]

Avoiding Elderly Fraud

Elderly fraud continues to be a major obstacle for today’s senior citizens.  This is why we feel it’s essential to do our best to spread awareness about this topic and provide tips of how to avoid these scams in the future.  One of our partners, Chad Smith, CFP®, recently spoke, for the second time, 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.  So this week Allison and Chad attended the FPA of the Triangle’s 2009 Annual Symposium.
One of the presentations by fellow FPA member, Dennis Stearns, provided some quality economic research that should lend some interesting discussion in [...]

Education Credits and 529 Plan Benefits Expanded

The American Recovery and Reinvestment Act provides better education cost breaks to more taxpayers for 2009 and 2010. Computers, certain software and internet access can be covered by tax free 529 plan distributions as long as they are used by an eligible student while enrolled at an eligible institution.  The ARRA also replaces the Hope [...]

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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