About This Site
We understand how difficult and confusing the current economic climate is. And we understand that with 24 hr cable news coverage, new developments and perceptions can change quickly.
We view all market developments through the same filter — “How will this affect our clients?” In recent months, rapid changes within the market have called for increased communication on our part. So, we developed this tool to enable us to quickly response and distribute our analysis and commentary on developments within the economy as they unfold.
About the authors:
This site is a publication of Financial Symmetry, Inc., located in Raleigh North Carolina.
The site’s authors include:
- Bill Ramsay — Certified Financial Planner (TM) and owner of Financial Symmetry, Inc.
- Allison Berger — Certified Financial Planner (TM) and NAPFA-approved member
- Chad Smith – Certified Financial Planner (TM) and NAPFA-approved member
- Will Holt — Certified Public Accountant and Certified Financial Planner (TM)
- Heather Gudac — Office Manager and Client Services Coordinator
Contact us:
919-851-8200
1511 Sunday Drive
Suite 120
Raleigh NC 27607
To our current clients:
You will notice that you have already received many of these articles in your mailboxes in recent weeks. We thought it would be helpful to compile them in one place for your review and reference.
As always, if you have questions or concerns about your situation or your portfolio, we encourage your call.
To our friends and the community:
Many of you may be facing job changes or postponed retirement.
If you need help developing a recovery plan, please call our office at 919-851-8200 to schedule a consultation with a Certified Financial Planner or CPA.
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