Financial Symmetry News & Views

Allison Berger, CFP®, was recently quoted in Investment News. The article discusses financial advisors’ views on young investors that are dealing with the current market.

Here is an except from the article written by Lisa Shidler:

In recent months, a greater number of younger investors have come in seeking help, especially as their assets have fallen, said Allison Berger, a certified financial planner with Financial Symmetry Inc. in Raleigh, N.C., whose firm manages $78 million in assets. “It’s been one of my goals to work with young professionals and help them get started on the right foot,” she said.

Sometimes, people in this age group are grappling with a wide range of issues, Ms. Berger said.

“We’re trying to help them pay off student loans, save for an emergency fund, buy the first home and save for retirement,” she said.

Click here to view the original article: Investment News