Financial Symmetry News & Views

Posts Tagged ‘Young investors’

On Tuesday, September 15th, Allison Berger, CFP® and Chad Smith, CFP®, both junior partners at Financial Symmetry, Inc., returned to their alma mater to speak to NC State’s Personal Finance Club, which is based in the College of Management.
The club was created for students who are interested in careers in financial planning, who want to [...]

Looking for a way to better track your budget? Throughout the upcoming weeks, we will be bringing you personal reviews of some of the budgeting software available. Some will be free, online websites, while others will be computer software programs available for purchase or download.

Our first review comes from Heather Zaczek, our Operations Specialist, who [...]

A key aspect of financial planning is managing expenses.  However, setting a budget and consistently monitoring it is easier said than done.  That is why we recommend using an expense tracking software to keep track of your spending.  Mint.com is a relatively new personal finance website that takes a lot of the work out of [...]

New research has found that men are more likely to take larger risks in their financial decision making than women.

Warren Buffett is lending his voice to a new cartoon series that aims to teach valuable financial lessons to kids through entertainment.

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.

Allison Berger, CFP®, was recently quoted in Investment News. “It’s been one of my goals to work with young professionals and help them get started on the right foot,” she said.