Unfiltered Finance
123 episodes - English - Latest episode: 4 months ago - ★★★★ - 8 ratingsWelcome to "Unfiltered Finance," a podcast created by Symmetry Partners, LLC, an investment firm in Glastonbury, Connecticut. As part of our commitment to clients, this new media offering is designed to proactively address questions, and concerns, around a variety of investment-based topics. Your time, attention, and trust are paramount to our success, and, we’re grateful for it. As always, we’re invested in your goals.
Symmetry Partners, LLC, is an investment adviser registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. No one should assume that future performance of any specific investment, investment strategy, product, or noninvestment related content made reference to directly or indirectly in this article will be profitable. As with any investment strategy, there is a possibility of profitability as well as loss.
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Episodes
The Series Finale | Thank You For Listening
January 11, 2024 12:00 - 36 minutes - 67.4 MBWelcome to the series finale! After more than six years, we are concluding the Unfiltered Finance podcast. It has been our sincere pleasure to inform both our investors, and financial advisors with this offering. Joining our host Tom Romano, for this proverbial curtain call, is Casey Dylan, Consultant from Story Market Services & the original host of Unfiltered Finance. We’ll be recalling some of our favorite memories, and discussing what this podcast has meant to the progression of our resp...
Navigating Global Markets | How Can You Globally Diversify?
December 21, 2023 12:00 - 18 minutes - 35.4 MBWelcome to part two of our podcast episode - "Navigating Global Markets". Many investment professionals believe it is imperative for investors to globally diversify their portfolios, and not put all of their proverbial eggs into one basket. We are joined by Symmetry's Brendan Kruh, Investment Associate, to conclude our discussion on the necessity of global diversification in your investments. If you have any questions or would like more information, reach out to us at https://symmetrypartn...
Navigating Global Markets | Are International Stocks Still Valuable?
December 20, 2023 18:22 - 16 minutes - 31.5 MBWith recent turmoil in the Middle East, the continued war in Ukraine, and global inflation, investors want their portfolios to feature more U.S. stocks. After all, domestic investments have performed well as of late. In this episode of Unfiltered Finance we are joined once again, by Symmetry's Brendan Kruh, Investment Associate, for a discussion on the need for global diversification, even during the most tumultuous times. If you have any questions or would like more information, reach ou...
Q3 2023 in Perspective | Part Two: Top Stories from the Third Quarter
November 16, 2023 18:22 - 29 minutes - 54.9 MBRising oil prices have animated market participant’s fears of reinvigorated inflation pressures, increasing the chances that the Federal Reserve will impose more interest rate hikes. Join Casey Dylan, CIMA®, Investment Communications Strategist (Consultant), and Tom Romano our Head of Strategic Relationships & Product Development, for a detailed recap of some notable market events from Q3 of this year. If you have any questions or would like more information, reach out to us at https://sym...
Q3 2023 in Perspective | Part One: Interest Rates Reach 22-Year High
November 02, 2023 16:50 - 26 minutes - 48.7 MBMarkets were off to one of the best start in decades during the first half of 2023—then came the third quarter. The Federal Reserve resumed increasing rates, bringing them to a 22-year high at the Federal Open Market Committee (FOMC) meeting at the end of July. This led to ongoing elevated interest rates through August, pushing bond yields higher and challenging lofty equity valuations. In this episode, Casey Dylan, CIMA®, Investment Communications Strategist (Consultant), and Tom Romano our...
Déjà vu All Over Again | Staying in Value & Growth Over Time
October 26, 2023 11:00 - 15 minutes - 28.7 MB"KEEP CALM AND CARRY ON." Not only is this a beloved motto, it's also a great rule of thumb for maintaining your portfolio allocations. Once again, we are joined by Symmetry's Brendan Kruh, Investment Associate, and Eide Bailly Wealth’s Brett Myer, CFA, CIMA®, Investment Strategy Director. In this second of two episodes, we'll be discussing why you should maintain growth and value positions during periods of market instability. If you have any questions or would like more information, reac...
Déjà vu All Over Again | Value or Growth Stocks?
October 12, 2023 13:22 - 16 minutes - 30.1 MBOnce again, investors are faced with the same debate. Should I invest my money in large scale growth companies (e.g. Apple, Google), or, should I keep faith in the little guy and invest in some smaller companies (that seem poised to grow over time)? In this episode of Unfiltered Finance, we are thrilled to host not just one, but two special guests; our very own Brendan Kruh, Investment Associate, and Eide Bailly Wealth’s Brett Myer, CFA, CIMA®, Investment Strategy Director. Together, we’ll d...
Evidence-Based Investing | Part Two: The Risks of Trying to Time the Market
September 21, 2023 11:00 - 22 minutes - 41.8 MBThere is risk involved in trying to time markets. We believe it's best to apply multiple decades of research when making investment decisions. Today we are joined by Symmetry's Dr. John B. McDermott, Executive Director of Investments, to conclude our discussion about Evidence-Based investing. This episode will feature a detailed overview of the resources available to investors (who are curious to learn more) and the academic professionals who have helped to develop this investment strategy o...
Evidence-Based Investing | Part One: Don't Depend on Guesswork
September 07, 2023 11:00 - 27 minutes - 51.2 MBThis week, we work to define evidence-based investing, and explain some of the potential benefits of using this strategy. In part one of this two-part episode, our own Tom Romano, Head of Strategic Relationships and Product Development, is joined by Dr. John B. McDermott, Executive Director of Investments, for a historical retrospective on this fastidious investment approach. If you have any questions or would like more information, reach out to us at https://symmetrypartners.com/contact-u...
Q2 2023 in Perspective | Inflation & International Markets
August 17, 2023 16:06 - 31 minutes - 57.7 MBIn this final installment discussing Q2 of 2023, we dive into current events, and their potential effects on the Stock Market. Our hosts, Tom Romano, Head of Strategic Relationships & Product Development and Casey Dylan, CIMA®, Consultant sit down for a discussion of the "magnificent seven" growth stock winners, the current state of inflation, interest rates, heavily tilted tech stocks, changes among international markets, and the recent repeal of the Black Sea grain deal by Russia. Click...
Q2 2023 in Perspective | Tech Stocks Were Driven by the Surge in Artificial Intelligence
August 17, 2023 16:05 - 31 minutes - 59.1 MBDespite a somewhat lackluster April and May, equities markets ended one of the better first halves of a year in quite some time by the end of June. The Nasdaq, S&P 500, and Dow were up 32.32%, 16.89%, and 4.94% for the year, respectively. It was the Nasdaq’s best first half of a year since 1983, primarily due to growth in tech stocks driven by the surge in artificial intelligence. In this first of two parts, we discuss quarterly returns for Q2 2023. Casey Dylan, CIMA®, Consultant, and Tom Ro...
Empowering Women Investors: Part One | Navigating Financial Success Together
August 07, 2023 14:52 - 13 minutes - 25.6 MBTwo weeks ago, we held another successful week of AdvisorFest - an annual, week-long live-streaming event where we cover some of the most pressing issues Financial Advisors are presently facing. This year, we decided to host a live panel discussion about the experiences women have when creating long-term financial plans, and asserting an equal amount of authority in the handling of their household finances. Our very own Andrea Loin, Associate Director of Marketing, led a discussion along ...
Empowering Women Investors: Part Two | The Importance of Financial Planning
August 07, 2023 14:48 - 13 minutes - 24.5 MBToday we conclude our discussion on women investors from AdvisorFest 2023. Symmetry's Andrea Loin, Associate Director of Marketing, leads a discussion along with financial advisors Diana Bacon, CFP®, CDFA®, MBA, and Joyce Bloomquist, CDFA® of Apella Wealth, on some of the critical factors, and life experiences, that should be incorporated into a woman's financial plan. If you have any questions or would like more information, reach out to us at https://symmetrypartners.com/contact-us/ Yo...
Q2 2023 Year in Perspective | Tech Stocks Were Driven by the Surge in Artificial Intelligence
August 03, 2023 12:56 - 31 minutes - 59.1 MBDespite a somewhat lackluster April and May, equities markets ended one of the better first halves of a year in quite some time by the end of June. The Nasdaq, S&P 500, and Dow were up 32.32%, 16.89%, and 4.94% for the year, respectively. It was the Nasdaq’s best first half of a year since 1983, primarily due to growth in tech stocks driven by the surge in artificial intelligence. In this first of two parts, we discuss quarterly returns for Q2 2023. Casey Dylan, CIMA®, Consultant, and Tom Ro...
Working with Women Investors | Part Two: Financial Planning
July 27, 2023 11:00 - 13 minutes - 24.5 MBToday we conclude our discussion on women investors from AdvisorFest 2023. Symmetry's Andrea Loin, Associate Director of Marketing, leads a discussion along with financial advisors Diana Bacon, CFP®, CDFA®, MBA, and Joyce Bloomquist, CDFA® of Apella Wealth, on some of the critical factors, and life experiences, that should be incorporated into a woman's financial plan. If you have any questions or would like more information, reach out to us at https://symmetrypartners.com/contact-us/ Yo...
Empowering Women Investors | Part One: Navigating Financial Success Together
July 13, 2023 11:00 - 13 minutes - 25.6 MBTwo weeks ago, we held another successful week of AdvisorFest - an annual, week-long live-streaming event where we cover some of the most pressing issues Financial Advisors are presently facing. This year, we decided to host a live panel discussion about the experiences women have when creating long-term financial plans, and asserting an equal amount of authority in the handling of their household finances. Our very own Andrea Loin, Associate Director of Marketing, led a discussion along ...
Fees & Transparency | How is Your Financial Advisor Being Paid?
June 22, 2023 11:00 - 22 minutes - 41.5 MBFinancial Advisors don't work for free. Depending on how their practice is structured, investors will be charged an assortment of fees for a financial advisor's services. In this episode of Unfiltered Finance, we are joined by JT Lavery, Symmetry's Associate Director of National Sales, to discuss how fees are structured and how advisors can work to be transparent with their clientele. If you have any questions or would like more information, reach out to us at https://symmetrypartners.com/...
Alternative Investments | Part Two: How Can They Mitigate Risk in Your Portfolio?
June 08, 2023 11:00 - 13 minutes - 26.1 MBAlternative Investments are not just "cool" or intriguing products to own. In truth, they have the potential to help you endure tumultuous markets. In this episode, we are joined once again by Philip McDonald, CFA, CAIA, Managing Director of Research Investments & Portfolio Manager, to discuss how Alternative Investments can mitigate risk in your portfolio. If you have any questions or would like more information, reach out to us at https://symmetrypartners.com/contact-us/ You can also f...
Alternative Investments | Part One: There is Real Value in Non-Traditional Assets and Special Commodities
May 25, 2023 11:00 - 16 minutes - 30.4 MBToday, we talk about an area of the market that many people have heard of, but haven’t chosen to invest in as of yet. Specifically, we’re talking about “Alternative Investments” - investment strategies that are different from and diversifying to, traditional asset classes. In this first half of this two-part episode, our own Tom Romano is joined by Symmetry’s Phil McDonald, CFA, CAIA, Managing Director of Research Investments & Portfolio Manager, to further define what “Alternative Investmen...
Q1 2023 | Putting the Quarter-in-Perspective | Part Two: Interest Rate Hikes & Bank Failures
May 11, 2023 14:01 - 23 minutes - 43 MBStories of historically atypical interest rate hikes, and multiple bank failures, concerned many advisors in the early days of 2023. Join us for the second (and final) part of our discussion with Casey Dylan, CIMA®, Consultant, and the host of Unfiltered Finance, Tom Romano, Head of Strategic Relationships, as we discuss some of the more prominent news events, and their effects, during Q1 of this year. If you have any questions or would like more information, reach out to us at https://sym...
Q1 2023 | Putting the Quarter-in-Perspective | Part One: Market Performance
April 27, 2023 13:09 - 30 minutes - 56 MBThe sudden failure of Silicon Valley Bank in March jostled investors' confidence in the market. But, the overall performance of various tech stocks in Q1, such as Tesla, Meta, Alphabet, Amazon, Salesforce, AMD, and Broadcom, served to revive optimism for the stock market's near future. Join Casey Dylan, CIMA®, Consultant, and our host Tom Romano, Head of Strategic Relationships and Product Development, in this first half of of our Q1 recap, as we discuss both market, and factor performance, ...
Choosing the Right Financial Advisor | Part 2: Which Professional Credentials are Most Important to You?
April 13, 2023 11:00 - 23 minutes - 44.4 MBNot all financial advisors are created equally. Some have certified credentials, some charge their clients fees, and others may get paid on commission (if they offer investment products). In part two of this podcast episode, our own Tom Romano, Head of Strategic Relationships and Product Development, is joined by Symmetry’s Michael Storer, Senior Regional Director, and a financial advisor from our sister firm, Apella Wealth, Peter Leppones, CFP®, to discuss the important credentials of, and ...
Choosing the Right Financial Advisor | Part One: Work with Someone You Trust
March 30, 2023 14:47 - 24 minutes - 45.1 MBAs financial professionals, we’re often asked one simple question: “do you know what I should buy right now?” In truth, we don’t believe it’s possible to successfully predict market behaviors most of the time. But, we do believe that a qualified financial advisor can help you devise a plan for long-term success. In this episode of Unfiltered Finance, our own Tom Romano, Head of Strategic Relationships and Product Development, is joined by Symmetry’s Michael Storer, Senior Regional Director, ...
Reducing Your Tax Bill - Part Two
March 09, 2023 10:00 - 18 minutes - 34.1 MBIn our last episode, we discussed the importance of a portfolio’s asset allocation, and, how that relates to “Reducing Your Tax Bill”. In part two of this episode, we are joined once again by Symmetry’s Managing Director of Research and Investments, Philip McDonald, CFA, CAAIA & Glenn Shirley, CAIA, Head of Investor Relations for Quantinno Capital Management, to discuss the methods by which you can “re-charge that tax benefit”. If you have any questions or would like more information, reac...
Reducing Your Tax Bill - Part One
February 23, 2023 15:24 - 16 minutes - 30.2 MBThe “Tax-Man” cometh! As this tax season proceeds ever forward, many investors are asking themselves the same question - “am I going to take a large tax-hit this year?” We cannot say how much you’ll be taxed on your present investments. But, we believe it’s possible to structure your portfolio in a manner that mitigates tax-loss, and, leaves more money in your respective pockets. Joining us today is Philip McDonald, CFA, CAIA, Symmetry’s Managing Director of Research and Investments & Glenn ...
2022 Year-in-Perspective - Part Two
February 13, 2023 13:54 - 30 minutes - 56 MBGovernment bonds saw one of the single greatest drops since their inception and international stocks were adversely affected by foreign conflicts. It was a challenging year to say the least. But, we firmly believe that a well-researched strategy of diversification (across asset classes of all types) can help investors endure these down market periods. Listen to the second half of our "2022 Year-in-Perspective" for a detailed review of market performance last year, and, discussion of our hope...
2022 Year-in-Perspective - Part One
January 26, 2023 12:00 - 19 minutes - 36.7 MBFor most investors, 2022 has felt like a “terrible, horrible, no good, very bad” year. International conflict, inflation, and historically paced interest rate hikes, have made this a challenging year for markets. While finishing the quarter with positive returns, the gyrations of markets in the fourth quarter did little to assuage investors’ general unease moving into 2023. In this first half of a special two-part episode, we are joined by Casey Dylan, CIMA®, CEO, Founder & Director of Story...
The Power of Efficient Markets - Part Two
January 12, 2023 12:00 - 19 minutes - 36.9 MBWhile the efficient market hypothesis was derived from historical studies, we firmly believe that it is still applicable to our current approach to long-term investment planning. We are once again joined by Symmetry’s Brendan Kruh, Research Associate, to talk about current events such as, inflation, rising interest rates, the present war in Ukraine, political tumult, and other compounding difficulties posed by the current economy. To the surprise of exactly no one, we continue to trust that ...
The Power of Efficient Markets
December 29, 2022 11:50 - 20 minutes - 37.5 MBInvestors, and active money managers, rarely outperform capital markets on their own. The data to prove this point is both ubiquitous and vast. We believe that markets are efficient, and investors are best served with a well-diversified portfolio that owns the market for decades a time. In this episode of Unfiltered Finance, we are joined by Symmetry’s Brendan Kruh, Research Associate, to discuss the efficient markets theory and how its academic basis can be used to design investors’ portfol...
Understanding the Differences Between ETFs and Mutual Funds
December 15, 2022 14:02 - 36 minutes - 67.3 MBOpen-ended Mutual Funds and Exchange Traded Funds are both popular investment vehicles. They carry a number of similarities, including; their "basket-like" structure, and exposure opportunities. But, there are critical differences between the two, which, can impact the way you invest your hard earned money. Joining our own Tom Romano is Symmetry’s Kevin Scully, CFA, Senior Research Associate, Portfolio Manager, to discuss these key differences, and how you can determine which investment best...
Improving the Investor Experience
December 01, 2022 13:54 - 34 minutes - 64.1 MBNo investor wants to work with a financial advisor who is content with settling for less. In this episode of Unfiltered Finance, our own Tom Romano is joined by Symmetry’s Associate Director of Marketing, Andrea Loin, to explain why, and how, financial advisors should work to continuously develop their businesses. We’ll give you a hint, it can improve the client experience…for all involved. If you have any questions or would like more information, reach out to us at https://symmetrypartner...
A Review of Summit 2022
November 17, 2022 11:03 - 30 minutes - 56 MBFor investors, the following statement is self-evident, “my portfolio is better off in the hands of a well-informed and skilled advisor.” This is the fundamental belief that led us to hold our educational conference - Summit 2022. From November 9th - November 10th, we covered any number of topics including marketing, client service, and direct indexing. In this episode of Unfiltered Finance, Tom Romano is joined by William Chettle, Symmetry’s Head of Advisor Relations & Client Experience, to...
Technology's Influence on The Investment Experience - Part Two
November 03, 2022 11:00 - 18 minutes - 35 MBWhile some online technologies can prove to be valuable assets for investors, and their advisors, the internet is not exactly void of malicious actors. In this episode we are once again joined by Symmetry's Director of Operations and Technology, Robert Hawke, and our Director of Operations, Mark Longmore, for an in-depth discussion about cybersecurity and the online tools that can be used to protect your data. Click here and listen to our full episode: https://info.symmetrypartners.com/unf...
Technology's Influence on The Investment Experience - Part One
October 20, 2022 14:53 - 25 minutes - 47.2 MBThere is no magic bullet solution to the technological component of investing. In reality, solutions come from diligent research, testing, and a focus on developing quality investor experiences. Today we take a look behind the curtain to see how various technologies can be used to service both financial advisors and investors. Symmetry's Director of Operations and Technology, Robert Hawke, and our Director of Operations, Mark Longmore, will be leading the way in this first of two installmen...
Popular Questions About Investing - Part Two
October 06, 2022 11:00 - 23 minutes - 42.9 MBWelcome Back to Unfiltered Finance for "Part Two" of our episode - Popular Questions About Investing. Symmetry’s Tom Romano, Director of National Sales, is joined once again by the founder of Story Market Services & CEO of Empirica Solutions Group, Inc., Casey Dylan, CIMA®, to discuss the value of seeking qualified (and accredited) insight before making critical investment decisions. To get your question answered, reach out to us at https://symmetrypartners.com/contact-us/ You can also ...
Popular Questions About Investing - Part One
September 27, 2022 15:17 - 22 minutes - 41.6 MBIn this episode of Unfiltered Finance, Tom Romano, Symmetry Partners’ Director of National Sales is joined by the founder of the newly formed Story Market Services & CEO of Empirica Solutions Group, Inc., Casey Dylan, CIMA®, to address some of the questions we frequently receive from both investors and financial advisors. This is the first of a two-part episode. To get your question answered, reach out to us at https://symmetrypartners.com/contact-us/ You can also find us on Facebook, Yo...
Personalized Direct Investing - Part Two
September 08, 2022 11:00 - 18 minutes - 34.2 MBFor the financial advisors in our audience, it's a cornerstone of quality service to address clients' concerns and meet their needs when customizing portfolios. In this episode of Unfiltered Finance, Symmetry's Tom Romano, Head of Strategic Relationships, and Phil McDonald, CFA, CAIA, Managing Director of Research Investments & Portfolio Manager, relay the importance of ongoing reevaluation (and reallocation) when managing a personalized index portfolio. To learn more about personalized di...
Personalized Direct Investing - Part One
August 25, 2022 11:00 - 28 minutes - 52.3 MBMany high-net-worth individuals, and their families, have specific requirements, tax considerations, and investment preferences, that cannot be addressed by conventional investment options. Welcome back to Unfiltered Finance! In the first installment of this two-part episode, Symmetry's Tom Romano, Head of Strategic Relationships, and Phil McDonald, CFA, CAIA, Managing Director of Research Investments & Portfolio Manager, discuss the practice of personalized direct investing, how it works, a...
The Economy of the Metaverse
August 11, 2022 11:00 - 24 minutes - 46.2 MBIn many ways, the virtual reality space, Web 3.0, holds both experiential and financial opportunities for the future. But how can we tell the difference between those opportunities that are authentic and those which are not? In this episode, we are joined by VR content creator Brody Parksua, to discuss the economic potential of Web 3.0. *Symmetry is not affiliated with Brody Parksua. Follow Brody Parksua on Twitter - @RuffStu84697214 Visit Unfiltered Finance at https://info.symmetrypa...
Q2 2022 Quarter in Perspective
July 14, 2022 11:00 - 19 minutes - 35.3 MBThe second quarter of 2022 has been challenging for investors as markets responded negatively to shifting interest rates, supply chain snarls, inflationary pressures, and geopolitical challenges. Join us for this episode of Unfiltered Finance as we discuss these issues, among others, in this quarterly review. Visit us at https://www.symmetrypartners.com. You can also find us on Facebook, YouTube, Twitter, and LinkedIn. As always, we remain invested in your goals. Symmetry Partners, LLC, ...
The Explosive Growth of "Unusual" Alts
June 30, 2022 17:10 - 31 minutes - 59.6 MB“Alternative Investments” are those that do not fall into one of the conventional investment categories of stocks, bonds, and cash. While you may be familiar with Crypto and NFTs, what you may be less familiar with are some of the more unusual categories such as; art, wine, specialty real estate like farmland, rare books…and sneakers?! Today, we are joined by Wyatt Cavalier, Chief Investment Officer of Alts.co, to discuss how investors may potentially benefit from some amount of exposure to ...
“Story Stocks” May Have Unhappy Endings - Part Two
June 02, 2022 11:00 - 29 minutes - 54.5 MBAs we all know, no single market trend lasts forever. Even the online streaming industry has fundamentally changed in recent weeks (on the heels of the pandemic). In this episode, we are joined once again by Symmetry's Andrew Willard, Research Analyst, to debate the topic of Netflix's recent financial performance as compared to other, more diversified companies, such as Disney. Visit us at http://www.symmetrypartners.com. You can also find us on Facebook, YouTube, Twitter, and LinkedIn. As...
“Story Stocks” May Have Unhappy Endings - Part One
May 05, 2022 11:00 - 29 minutes - 55.3 MB"Story Stocks" can be described as investments of artificially inflated value. From time to time, mass media coverage of a given stock will bolster its popularity by way of broad speculation and forecasting. In this first half of a two-part episode on the subject, we are joined by Symmetry's Andrew Willard, Research Analyst, to discuss the importance of resisting spontaneous, or popular, investment decisions and keeping to a reasonable investment approach. Visit us at www.symmetrypartners.co...
Q1 2022 Quarter in Perspective
April 14, 2022 11:00 - 32 minutes - 60.9 MBMarkets reflected a host of investor concerns during the first quarter of 2022. Over the past four decades, U.S. investors have experienced declining interest rates, benign inflation, globalization of trade, and relative stability among the world’s superpowers. During the first quarter of 2022 those trends were upended as markets were faced with rising interest rates, spiking inflation, ongoing supply-chain snarls, and a land-war in Europe. Stocks and bonds alike slumped. Visit us at www...
Russia's Invasion of Ukraine - The Immediate and Long-term Impact for Investors
March 10, 2022 12:00 - 40 minutes - 74.1 MBIn this special installment of Unfiltered Finance, we are joined by William Chettle, Symmetry's Director of Experience and Engagement, to explore the ramifications of Russia's invasion of the Ukraine, including the immediate and potential longer-term impact for investors, markets and the global economy. Visit us at www.symmetrypartners.com. You can also find us on Facebook, YouTube, Twitter, and LinkedIn. As always, we remain invested in your goals. Symmetry Partners, LLC, is an investme...
Tips for Saving & Paying for College
February 10, 2022 03:00 - 23 minutes - 42.9 MBThe cost to attend college gets more and more expense every year, and roughly 40% of families cite cost as the “most important” criteria when choosing where and how to pursue college education. On this episode we are joined by Jim Femia, the Director of College Planning for Apella Capital, to get his thoughts about saving for and funding college. Visit us at www.symmetrypartners.com. You can also find us on Facebook, YouTube, Twitter, and LinkedIn. As always, we remain invested in your goal...
Market Corrections & Crashes
January 28, 2022 12:00 - 21 minutes - 39.6 MBEquities markets have gotten off to a decidedly ugly start to the year, as various indices flirt with correction, if not bear market, territory. On this episode we explore causal factors for market corrections and crashes from both an academic and practical standpoint with Dr. John McDermott. Visit us at www.symmetrypartners.com. You can also find us on Facebook, YouTube, Twitter, and LinkedIn. As always, we remain invested in your goals. Symmetry Partners, LLC, is an investment advisory fir...
Q4 2021 in Review
January 13, 2022 16:43 - 12 minutes - 24.2 MBInvestors experienced a roller-coaster ride, replete with dramatic drops and historic highs, over the final months of 2021. On this episode we review market performance for the quarter, and explore several key issues that were impactful, and may continue to be into 2022. Visit us at www.symmetrypartners.com. You can also find us on Facebook, YouTube, Twitter, and LinkedIn. As always, we remain invested in your goals. Symmetry Partners, LLC, is an investment advisory firm registered with...
2021 Year-End Review
December 09, 2021 17:52 - 29 minutes - 54.5 MBAs another year comes to an end, it is critical for investors to take an inventory of their financial priorities, and, plan for the future. On this episode of Unfiltered Finance, we are joined by Symmetry's Director of Experience and Engagement, and, host of The Evidence-Based Marketer, William Chettle, to discuss our "Year-End Checklist". Download our "Year-End Checklist" here: https://bit.ly/3pKvgou Visit us at https://www.symmetrypartners.com. You can also find us on Facebook, YouTub...
Rising Rates and Fixed Income - Part Two
November 26, 2021 13:00 - 17 minutes - 32.5 MBNo one can completely predict the direction of inflation expectations. This fact makes speculative investing a risky proposition. In this episode, we continue our discussion of a potential interest rate increase, and the possible effects bond investors may face. Once again we are joined by Symmetry’s Chief Investment Strategist, Dr. John McDermott, and Managing Director of Investments & Research, Philip McDonald. Visit us at www.symmetrypartners.com. You can also find us on Facebook, YouT...