Articles by Will Holt

Will's Profile

Will has been a trusted advisor in the Triangle area for fifteen years. He has earned his reputation by working with small business owners and the other advisors that entrepreneurs rely on to build successful businesses. By joining Financial Symmetry from the field of public accounting, Will believes he is uniquely positioned to assist clients with complexities in the area of taxation. Our Wealth Management service is the perfect opportunity for Will to add his experience to our teamwork approach. He has held a North Carolina CPA certificate since 1998.

Link to Will's Full Bio

http://financialsymmetry.com/our-team/will_holt_cfp/

The total United States government spending for fiscal year 2011 is budgeted at $3.82 trillion. Of that amount we are borrowing $1.65 trillion in order to be able to pay all of our obligations.  If the debt ceiling is not raised by August 2nd, effectively shutting down the government, we would have to the fill [...]

There has been quite a bit in the news lately regarding the United States government hitting the legal debt limit set at $14.3 trillion.  The Treasury Secretary has sent a letter to Congress warning them that if they fail to act by August 2, there will be dire consequences associated with what would amount to [...]

Eligible to Contribute?
Roth IRA’s have been around since they were established by the Taxpayer Relief Act of 1997 and are named for the late Senator William Roth of Delaware who introduced the legislation.  They have grown in popularity because of the special tax treatment they receive as long as certain requirements are met.  Although you [...]

The end of the year is drawing ever closer and that can mean only one thing … tax planning.  Well, of course there are other things to worry about before the clock strikes midnight on Dec 31, however, making the right moves where Uncle Sam is concerned can save you money and [...]

Many investors have become disillusioned with their investment strategy.  After all, at the end of the 2000s,  most investors were left with less than they started with at the beginning of the decade.  So a desire to do something different (try something, anything else for goodness sakes!) is completely understandable.
Lots of people have made money [...]

In the world we live in today, we are inundated with 24 hour news and information from more sources than ever before.  New gadgets and devices continue to roll out to capture our attention with fascinating technologies.
Smartphones and other portable devices allow the user to stay connected from even the most remote locations.  Social networking [...]

Historically, gold has been used as a hedge against inflation.  During the run up in to its peak price in 1980, gold was chasing the inflation rate as investors feared that their purchasing power was going to be destroyed by runaway prices.  What they didn’t realize was that the inflation rate had already peaked above [...]

Many illustrations of investment performance calculate the growth of a hypothetical investment from a given starting point.  Typically there is a benchmark, such as the S&P 500 index, charted alongside for comparison purposes.  The models show that had you invested a specific dollar amount, for example $10,000, you would have the initial $10,000 plus whatever [...]

Have you ever had the pleasure of receiving an audit letter from the IRS?  You walk back from your mailbox with the fearful nervousness that you may owe more in taxes than you had originally thought.  You slowly remember that you rolled over your old 401k to an IRA last year, and are confused as [...]

Watch out for scammers trying to take advantage of the current confusion on the new health care law.  They are banking on folks not knowing enough of the details in order to con them into buying bogus policies.  If you are contacted by anyone trying to sell you a health insurance policy by saying it [...]