The 6 Best Big Cities
I was recently quoted in Money Magazine’s article on why Raleigh is one of The 6 Best Big Cities to Live. The entire article can be found here, or in Money Magazine’s October 2016 print edition. I was thrilled to…
Cameron Hendricks, CFP® becomes Partner at Financial Symmetry
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…
5 Lessons Moving Taught Me
I recently wrote about our decision to move across town seeking shorter commutes and more time together as a family. The process was an emotional and financial roller coaster and a good reminder of many aspects of investing. Risk/Reward In…
What You Need to Know About the Annual Gift Tax Limit
If you’ve ever had questions about gifting and how much you should give, this post is for you. Here are five of the most asked questions we hear around making gifts. Am I financially able to make a gift? If…
Financial Goals: I Do’s and I Don’ts
My fiancé and I recently had a discussion that revolved around the question “Where do you see yourself in x years?” While many of the things we brought up aligned, there were a few topics with conflicting responses. I began…
Press Mentions
2023 Morningstar Magazine- A Focus on Transitions Inc. Magazine- Regionals 2023: Mid-Atlantic Triangle Business Journal’s 2023-2024 Book of Lists: #18 on the list of Financial Planners 2022 Univision-Expert Analyzes Impact of Inflation and Rising Interest Rates on North Carolinians CityWireUSA.com-What…
Why you need a Financial Plan
Do you ever ask yourself, “At what age can I retire?” Or, “Am I saving enough to help pay for my child’s college education or buy a new home?” These are financial goals and the best way to answer these…
Angela Keeley-White
Angela Keeley-White akeeleywhite@financialsymmetry.com 919-851-8200 ext. 209 Schedule a Meeting Angela Keeley-White is our Client Service Manager and partner. She is responsible for managing our firm's client communications, social media content, digital initiatives, and onboarding new clients. Angela oversees our...
Your Accounts Need Your Attention!
Have you made your 2011 Roth IRA contribution? If you have not yet made the maximum contribution, you still have time! Tax payers have until April 17th of 2012 to make their Roth contributions for the 2011 tax year. If…
FAQs
Whether you're new to investing, or just new to Financial Symmetry, we've provided a list of "frequently asked questions" about our industry and our firm. We hope you find them helpful and informative. If you have any other questions, just...
