New Episodes
Welcome 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 respective careers.
If you have any questions or would like more information, reach out to us at https://symmetrypartners.com/contact-us/
Recent Episodes
Welcome 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://symmetrypartners.com/contact-us/
With 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 out to us at https://symmetrypartners.com/contact-us/
Rising 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.
Click here to watch the full quarterly review on YouTube
If you have any questions or would like more information, reach out to us at https://symmetrypartners.com/contact-us/
Markets were off to one of the best starts 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 Head of Strategic Relationships & Product Development, will provide timely insights, and analysis, on market activity from around the world this financial quarter. We will also discuss what this could mean for long-term term investors.
Click here to watch the full quarterly review on YouTube
If you have any questions or would like more information, reach out to us at https://symmetrypartners.com/contact-us/
"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, reach out to us at https://symmetrypartners.com/contact-us/
Once 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 discuss present trends around both value stocks and growth stocks. Spoiler alert, it’s a more complex topic than you might think.
If you have any questions or would like more information, reach out to us at https://symmetrypartners.com/contact-us/
There 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 over decades of time.
If you have any questions or would like more information, reach out to us at https://symmetrypartners.com/contact-us/
Welcome back! This 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-us/
In 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 here to watch the full Quarter-in-Perspective
If you have any questions or would like more information, reach out to us at https://symmetrypartners.com/contact-us/
Despite 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 Romano, Head of Strategic Relationships and Product Development, will provide timely insights and analysis on what happened in markets and economies around the world in the second quarter and what this means for long-term term investors.
Click here to watch the full Quarter-in-Perspective on YouTube.
If you have any questions or would like more information, reach out to us at https://symmetrypartners.com/contact-us/
Today 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.
View our presentations from AdvisorFest 2023 here!
If you have any questions or would like more information, reach out to us at https://symmetrypartners.com/contact-us/
If you have any questions or would like more information, reach out to us at https://symmetrypartners.com/contact-us/
If you have any questions or would like more information, reach out to us at https://symmetrypartners.com/contact-us/
If you have any questions or would like more information, reach out to us at https://symmetrypartners.com/contact-us/
If you have any questions or would like more information, reach out to us at https://symmetrypartners.com/contact-us/
If you have any questions or would like more information, reach out to us at https://symmetrypartners.com/contact-us/
If you have any questions or would like more information, reach out to us at https://symmetrypartners.com/contact-us/
If you have any questions or would like more information, reach out to us at https://symmetrypartners.com/contact-us/
If you have any questions or would like more information, reach out to us at https://symmetrypartners.com/contact-us/
If you have any questions or would like more information, reach out to us at https://symmetrypartners.com/contact-us/
If you have any questions or would like more information, reach out to us at https://symmetrypartners.com/contact-us/
About Symmetry Partners
Founded in 1994 by financial advisors for financial advisors, Symmetry offers a complete business solution with best-of-breed, Evidence-Based investment strategies, including PrecisionCore ETF Models and Panoramic Funds & Models. To help Advisors deliver a better client experience, we also provide marketing, technology and operational consulting and support.