1st Quarter 2021 Market Update

Grace is a partner and Certified Financial PlannerTM with over 12 years of experience in financial planning. She helps busy families and individuals plan for retirement, save taxes, and simplify their financial life.

Mike Eklund is a CERTIFIED FINANCIAL PLANNER™ practitioner. In addition, he has an MBA in Finance and the Chartered Retirement Planning Counselor designation. He is an active member of NAPFA, is the co-host of Financial Symmetry’s podcast, and has been quoted in various industry publications.

Bill Ramsay is a Certified Financial Planner™ and owner of Financial Symmetry, Inc. Bill is often interviewed for industry publications such as Financial Planning, Inside Information, Journal of Financial Planning, and Investment Advisor. He is a frequent guest for The Triangle Business Journal’s annual financial roundtable discussions. Bill has also been interviewed for national financial publications like The Wall Street Journal and Barron’s as well as general news publications such as Newsweek and the Raleigh News and Observer.