Financial Symmetry News & Views

Posts Tagged ‘fee-only’

Many of our new clients tell us they found out about fee only financial planning by listening to talk radio or watching their favorite financial pundit on television.  Media personalities such as Suze Orman, Clark Howard, and Dave Ramsey do a great service by inspiring consumers to take control of their financial lives. We also [...]

Morgan Stanley Smith Barney is offering as much as 330% of a brokers annual production to join the firm.

Click here to view the article from Investment News: “Morgan Stanley Smith Barney pumps up recruiting packages to lure top producers.”

With all the problems that big Wall Street firms caused for the global economy, it is absolutely [...]

Bill Ramsay, CFP®, was recently quoted in the November 2009 Investment Advisor magazine.

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 [...]

Understanding the difference between a fiduciary standard and a suitability standard could pay major dividends in a relationship with a financial professional.  Operating under the fiduciary standard requires a planner to put the client’s interest ahead of his or her own.  In other words, don’t be afraid to ask your financial advisor the motivation behind [...]

To be successful as an investor, you have to know which type of sources you can trust.  It’s also helpful, to not let recent past performance color your predictions of where the best future returns will arise.  In this article on Bloomberg.com, you see examples of how treacherous the consequences of relying on large brokerage [...]

Finding the motivation to save can be just as difficult as motivating yourself to diet and exercise. In both cases you know the outcome will be worthwhile — financial security and better health. However, taking the steps to get there is easier said than done.

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).