Latest Academicresearch Podcast Episodes
The Series Finale | Thank You For Listening
Unfiltered Finance - January 11, 2024 12:00 - 36 minutes ★★★★ - 8 ratingsWelcome 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, Cons...
Navigating Global Markets | How Can You Globally Diversify?
Unfiltered Finance - December 21, 2023 12:00 - 18 minutes ★★★★ - 8 ratingsWelcome 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 As...
Navigating Global Markets | Are International Stocks Still Valuable?
Unfiltered Finance - December 20, 2023 18:22 - 16 minutes ★★★★ - 8 ratingsWith 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 ...
Q3 2023 in Perspective | Part Two: Top Stories from the Third Quarter
Unfiltered Finance - November 16, 2023 18:22 - 29 minutes ★★★★ - 8 ratingsRising 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 ...
Q3 2023 in Perspective | Part One: Interest Rates Reach 22-Year High
Unfiltered Finance - November 02, 2023 16:50 - 26 minutes ★★★★ - 8 ratingsMarkets 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 inter...
Déjà vu All Over Again | Staying in Value & Growth Over Time
Unfiltered Finance - October 26, 2023 11:00 - 15 minutes ★★★★ - 8 ratings"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 th...
Déjà vu All Over Again | Value or Growth Stocks?
Unfiltered Finance - October 12, 2023 13:22 - 16 minutes ★★★★ - 8 ratingsOnce 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 ...
Evidence-Based Investing | Part Two: The Risks of Trying to Time the Market
Unfiltered Finance - September 21, 2023 11:00 - 22 minutes ★★★★ - 8 ratingsThere 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. Th...
Evidence-Based Investing | Part One: Don't Depend on Guesswork
Unfiltered Finance - September 07, 2023 11:00 - 27 minutes ★★★★ - 8 ratingsThis 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 I...
Q2 2023 in Perspective | Inflation & International Markets
Unfiltered Finance - August 17, 2023 16:06 - 31 minutes ★★★★ - 8 ratingsIn 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" grow...
Q2 2023 in Perspective | Tech Stocks Were Driven by the Surge in Artificial Intelligence
Unfiltered Finance - August 17, 2023 16:05 - 31 minutes ★★★★ - 8 ratingsDespite 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,...
Empowering Women Investors: Part One | Navigating Financial Success Together
Unfiltered Finance - August 07, 2023 14:52 - 13 minutes ★★★★ - 8 ratingsTwo 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 ...
Empowering Women Investors: Part Two | The Importance of Financial Planning
Unfiltered Finance - August 07, 2023 14:48 - 13 minutes ★★★★ - 8 ratingsToday 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 l...
Q2 2023 Year in Perspective | Tech Stocks Were Driven by the Surge in Artificial Intelligence
Unfiltered Finance - August 03, 2023 12:56 - 31 minutes ★★★★ - 8 ratingsDespite 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,...
Working with Women Investors | Part Two: Financial Planning
Unfiltered Finance - July 27, 2023 11:00 - 13 minutes ★★★★ - 8 ratingsToday 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 l...
Empowering Women Investors | Part One: Navigating Financial Success Together
Unfiltered Finance - July 13, 2023 11:00 - 13 minutes ★★★★ - 8 ratingsTwo 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 ...
Fees & Transparency | How is Your Financial Advisor Being Paid?
Unfiltered Finance - June 22, 2023 11:00 - 22 minutes ★★★★ - 8 ratingsFinancial 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 discus...
Alternative Investments | Part Two: How Can They Mitigate Risk in Your Portfolio?
Unfiltered Finance - June 08, 2023 11:00 - 13 minutes ★★★★ - 8 ratingsAlternative 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 h...
Alternative Investments | Part One: There is Real Value in Non-Traditional Assets and Special Commodities
Unfiltered Finance - May 25, 2023 11:00 - 16 minutes ★★★★ - 8 ratingsToday, 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 ...
Q1 2023 | Putting the Quarter-in-Perspective | Part Two: Interest Rate Hikes & Bank Failures
Unfiltered Finance - May 11, 2023 14:01 - 23 minutes ★★★★ - 8 ratingsStories 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 Re...
Q1 2023 | Putting the Quarter-in-Perspective | Part One: Market Performance
Unfiltered Finance - April 27, 2023 13:09 - 30 minutes ★★★★ - 8 ratingsThe 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 Case...
Choosing the Right Financial Advisor | Part 2: Which Professional Credentials are Most Important to You?
Unfiltered Finance - April 13, 2023 11:00 - 23 minutes ★★★★ - 8 ratingsNot 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 Develop...
Choosing the Right Financial Advisor | Part One: Work with Someone You Trust
Unfiltered Finance - March 30, 2023 14:47 - 24 minutes ★★★★ - 8 ratingsAs 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 l...
Reducing Your Tax Bill - Part Two
Unfiltered Finance - March 09, 2023 10:00 - 18 minutes ★★★★ - 8 ratingsIn 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, C...
Reducing Your Tax Bill - Part One
Unfiltered Finance - February 23, 2023 15:24 - 16 minutes ★★★★ - 8 ratingsThe “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 i...
2022 Year-in-Perspective - Part Two
Unfiltered Finance - February 13, 2023 13:54 - 30 minutes ★★★★ - 8 ratingsGovernment 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 ty...
2022 Year-in-Perspective - Part One
Unfiltered Finance - January 26, 2023 12:00 - 19 minutes ★★★★ - 8 ratingsFor 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 ...
The Power of Efficient Markets - Part Two
Unfiltered Finance - January 12, 2023 12:00 - 19 minutes ★★★★ - 8 ratingsWhile 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, inflat...
The Power of Efficient Markets
Unfiltered Finance - December 29, 2022 11:50 - 20 minutes ★★★★ - 8 ratingsInvestors, 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 ...
Understanding the Differences Between ETFs and Mutual Funds
Unfiltered Finance - December 15, 2022 14:02 - 36 minutes ★★★★ - 8 ratingsOpen-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 e...
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