Allison Berger Joins the NAPFA South Region Board

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Allison Berger is the Academic Outreach Coordinator for the NAPFA South Region Board. She is responsible for being the liaison between Financial Planning programs at colleges and NAPFA.  Her role is to communicate with Finance Departments and coordinate speakers at…

Sam Knighton Joins Financial Symmetry

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Sam Knighton has joined FSI as our administrative assistant, and we are excited to welcome her to the team! She previously has held roles as a Medical Assistant and Clinical Coordinator. Sam grew up in Selden, New York where she…

Are you a Spite Spender?

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As parents of young children, Grace and I were recently discussing the negotiation tactics between spouses for time away from the family.  This can be something as simple as heading out for a yoga class or having dinner with a…

The Uncommon Average

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“I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated.” —David Booth The US stock market has delivered an average annual return of around 10% since 1926.[1]…

Team Work Makes the Dream Work

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Our team recently celebrated National Intern Day—and with that, we reflected on how we’ve built our team over the years.  The majority of Financial Symmetry’s employees began their careers with us as an intern, and several are now CFP® professionals…

Bring Your Kids to Work Day

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Last month, Financial Symmetry had our “bring your kids to work day!” It was a fun day right before the 4th of July holiday, where we had about 20 kids in attendance of all ages. Working with hundreds of families…

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