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 [...]
The next NAPFA Consumer Webinar Series is scheduled for November 6th, 2009 from 1:00pm until 2:00pm. Here’s a preview of the upcoming series, Protecting What You Have :
Protecting What You Have
1:00 pm – 2:00 pm ET
Instructor Roseann Bove, CFP, CLU
NAPFA-Registered Financial Advisor
Your health, family, and home are important and need to be kept safe. Roseann [...]
There are two primary types of client relationships in the world of financial advice. The sales model represented by brokers and insurance agents versus the fiduciary model represented by Registered Investment Advisors.
The inherent problems and conflicts of interest with the sales model is why we choose to operate exclusively as Registered Investment Advisors.
If you haven’t noticed, budgeting is hip these days. This is thanks to the economic uncertainty caused by the stock market’s second worst bear market in the last 100 years. People’s fear of losing their jobs and significant losses in their investment accounts has shifted the importance of financial planning and knowing how to budget back into the spotlight. But there are still people resistant to both of these ideas.
