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Financial Symmetry Inc. is proud to announce that Will Holt, CPA, has earned the CFP® designation. Congratulations Will!
The following is Will’s recent letter to our clients announcing his achievement.

When I joined Financial Symmetry a little over three years ago, I came in with a broad goal of using my extensive experience in accounting and taxation [...]

When there is snow on the ground, you can’t see the bulbs that will bloom in the spring. But you’ve seen the flowers before and know that they will bloom again.

What you need to know about contribution limits for Qualified Retirement Plans, Traditional and Roth IRAs as part of your 2009 savings plan.

While 2008 began with falling home prices, rising energy costs and unemployment, few could have predicted the severity of the financial crisis that would unfold as a result of the over-investment in housing and creative financing that took place over the last several years.

News items from the 1974 recession are strikingly similar to today’s headlines. So we thought it would be helpful to take a look at stock market results for the 10 years before the depths of that recession, and 10 years following.

We are in the midst of the worst crisis of confidence in our financial system since the 1930s. In a very real sense, currency is based upon trust between people, so this means that we are not trusting each other. The fault and blame is clearly not limited to any one group.

Allison Berger, of Financial Symmetry Inc., in Raleigh, NC, has been accepted for membership in the National Association of Personal Financial Advisors (NAPFA).

Chad Smith, of Financial Symmetry Inc., in Raleigh, NC, has been accepted for membership in the National Association of Personal Financial Advisors (NAPFA).