Should I Rush to Refinance Before the Fed Decides on Rates?

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The Federal Reserve decided to leave short-term interest rates unchanged when it met in April but left open the possibility of raising rates in mid-June. News of the Fed’s decisions is always of interest to homeowners and prospective homeowners, because short-term rates…

Graduation Gifts That Make a Real Difference

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Think back to those wonderful days leading up to your graduation. Your time was likely spent attempting to secure a job, celebrating with friends and family and receiving gifts. But how many of those we’re memorable? How would you’ve liked…

I Just Left My Job and Need To Rollover My 401(k)

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Many people have come to us with old 401(k), 403(b), 457 and Simple IRA accounts from previous employers. Some even have multiple IRA accounts, often from past rollover situations. It’s important to have qualified professionals help you decide on what…

Cameron Hendricks, CFP® becomes Partner at Financial Symmetry

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Cameron Hendricks, CFP® has become the newest partner at Financial Symmetry, Inc., a locally-owned, fee-only financial planning and investment management firm. Bill Ramsay, CFP®, Founder and President of Financial Symmetry states “Clients first is a foundational principle of our firm…

Understanding the Average Investor

Don’t Be an Average Investor, Ep #9

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When signing up our daughter for soccer, I immediately began daydreaming about how she would dominate all the other 5 year-olds on the field. Not sure why my imagination started there, but expectations were sprouting before I knew it.  I…

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