Latest Ipomoeainvesting Podcast Episodes
Improving the Investor Experience
Unfiltered Finance - December 01, 2022 13:54 - 34 minutes ★★★★ - 8 ratingsNo 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 develo...
A Review of Summit 2022
Unfiltered Finance - November 17, 2022 11:03 - 30 minutes ★★★★ - 8 ratingsFor 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 topic...
Technology's Influence on The Investment Experience - Part Two
Unfiltered Finance - November 03, 2022 11:00 - 18 minutes ★★★★ - 8 ratingsWhile 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...
Technology's Influence on The Investment Experience - Part One
Unfiltered Finance - October 20, 2022 14:53 - 25 minutes ★★★★ - 8 ratingsThere 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 f...
Popular Questions About Investing - Part Two
Unfiltered Finance - October 06, 2022 11:00 - 23 minutes ★★★★ - 8 ratingsWelcome 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 ...
Popular Questions About Investing - Part One
Unfiltered Finance - September 27, 2022 15:17 - 22 minutes ★★★★ - 8 ratingsIn 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 invest...
Personalized Direct Investing - Part Two
Unfiltered Finance - September 08, 2022 11:00 - 18 minutes ★★★★ - 8 ratingsFor 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 D...
Personalized Direct Investing - Part One
Unfiltered Finance - August 25, 2022 11:00 - 28 minutes ★★★★ - 8 ratingsMany 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 Roma...
The Economy of the Metaverse
Unfiltered Finance - August 11, 2022 11:00 - 24 minutes ★★★★ - 8 ratingsIn 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 ...
Q2 2022 Quarter in Perspective
Unfiltered Finance - July 14, 2022 11:00 - 19 minutes ★★★★ - 8 ratingsThe 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 qua...
The Explosive Growth of "Unusual" Alts
Unfiltered Finance - June 30, 2022 17:10 - 31 minutes ★★★★ - 8 ratings“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...
“Story Stocks” May Have Unhappy Endings - Part Two
Unfiltered Finance - June 02, 2022 11:00 - 29 minutes ★★★★ - 8 ratingsAs 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 fin...
“Story Stocks” May Have Unhappy Endings - Part One
Unfiltered Finance - May 05, 2022 11:00 - 29 minutes ★★★★ - 8 ratings"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 Andr...
Q1 2022 Quarter in Perspective
Unfiltered Finance - April 14, 2022 11:00 - 32 minutes ★★★★ - 8 ratingsMarkets 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...
Russia's Invasion of Ukraine - The Immediate and Long-term Impact for Investors
Unfiltered Finance - March 10, 2022 12:00 - 40 minutes ★★★★ - 8 ratingsIn 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 ...
Tips for Saving & Paying for College
Unfiltered Finance - February 10, 2022 03:00 - 23 minutes ★★★★ - 8 ratingsThe 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 g...
Market Corrections & Crashes
Unfiltered Finance - January 28, 2022 12:00 - 21 minutes ★★★★ - 8 ratingsEquities 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. Vi...
Q4 2021 in Review
Unfiltered Finance - January 13, 2022 16:43 - 12 minutes ★★★★ - 8 ratingsInvestors 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.symme...
2021 Year-End Review
Unfiltered Finance - December 09, 2021 17:52 - 29 minutes ★★★★ - 8 ratingsAs 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 ...
Rising Rates and Fixed Income - Part Two
Unfiltered Finance - November 26, 2021 13:00 - 17 minutes ★★★★ - 8 ratingsNo 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 Symme...
Rising Rates and Fixed Income - Part One
Unfiltered Finance - November 15, 2021 14:44 - 26 minutes ★★★★ - 8 ratingsRising inflationary pressures associated with the post-COVID reopening have driven central banks like the Fed to begin to unwind some of the extraordinary steps they had taken to provide liquidity and stabilize markets during the pandemic. One of the primary tools available to central banks to ...
Bitcoin Buzz
Unfiltered Finance - October 28, 2021 11:00 - 18 minutes ★★★★ - 8 ratingsDigital assets have grown to over a $2 trillion market value, and new ETFs based on Bitcoin futures could bring crypto into the mainstream. On this episode we are joined by analyst Andrew Willard for an update on the current state of the crypto market, and where things in this space might be he...
Q3 2021 Markets in Perspective
Unfiltered Finance - October 14, 2021 15:09 - 16 minutes ★★★★ - 8 ratingsMarket participants have recently grappled with growing concerns over signs of elevated inflation, persistent supply shortages, fading economic recovery indicators, and an anticipated shift in Fed policy. Join us as we take a closer look at the various events and economic headlines that helped d...
Inflation & The Fed
Unfiltered Finance - September 30, 2021 11:00 - 22 minutes ★★★★ - 8 ratingsThe rise of anxiety over inflationary pressures has many looking to the Federal Reserve for a response. Why? Who are the Fed, and what do they do? What is this talk of “taper”? Are interest rates going up anytime soon? Should investors really care? Symmetry’s Managing Director of Investmen...
Inflation Consternation
Unfiltered Finance - September 16, 2021 11:00 - 24 minutes ★★★★ - 8 ratingsThe recent dramatic level of increase in prices has caused many to have concerns about inflation today and the impact inflationary pressures could have in the future. On this episode we explore what inflation is, how it’s measured, and what has been driving the recent surge in numbers. Visit us ...
The Gamification of Markets
Unfiltered Finance - September 02, 2021 11:00 - 16 minutes ★★★★ - 8 ratingsGaming, once a niche market for kids, has become a $200 billion global industry with almost three billion consumers across all ages and demographics. Gaming itself has evolved over the years and has been on the cutting edge of the convergence of tech, sports, film, toys, education, social media,...
2021 Mid-Year Market Review - Part 2
Unfiltered Finance - August 19, 2021 11:00 - 27 minutes ★★★★ - 8 ratingsJoin us as we continue our review of markets through the first half of the year, with a focus on recent economic inputs and the impact of the main headline news items driving markets, with guest Pat Sweeny, co-founder of Symmetry Partners and Apella Capital. Visit us at www.symmetrypartners.co...
2021 Mid-Year Market Review
Unfiltered Finance - August 05, 2021 11:00 - 24 minutes ★★★★ - 8 ratingsJoin us as we review the themes observed across markets through the first half of the year, and explore the various risk factors driving returns, with guest Pat Sweeny, co-founder of firms like Symmetry Partners and Apella Capital. Visit us at www.symmetrypartners.com. You can also find us on ...
ESG? SRI? PDQ? The A,B,C’s of Investing in a Way Consistent with Your Ethics and Values - Part 3
Unfiltered Finance - July 22, 2021 11:00 - 28 minutes ★★★★ - 8 ratingsIn this episode we are joined once again by Rebecca Cioban, principal architect of ESG investment solutions for Symmetry, to learn about investing in a way that generates positive, measurable social and environmental impact alongside a reasonable financial return to a focus on the practical appl...
ESG? SRI? PDQ? The A,B,C’s of Investing in a Way Consistent with Your Ethics and Values - Part 2
Unfiltered Finance - July 08, 2021 11:00 - 17 minutes ★★★★ - 8 ratingsIn this episode we continue the dialogue about investing in a way that generates positive, measurable social and environmental impact alongside a reasonable financial return with Rebecca Cioban, principal architect of ESG investment solutions for Symmetry’s clients. Symmetry Partners, LLC, is ...
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