Welcome to "Unfiltered Finance," a monthly podcast from Symmetry Partners focused on Evidence-Based insights and perspective on markets, the economy, and investing.
Episode 13: Three Things You Should Know About Tax Efficient Investing
Though markets have historically rewarded patient, long-term investors, there are no guarantees when it comes to investment returns. On the other hand, taxes are an almost inescapable reality—one that can eat away at returns and create a headwind that slows progress toward your financial goals. The good news is that there are strategies and solutions that can help minimize taxes and maximize after-tax returns. On this episode we explore three key issues investors should consider when building tax-efficient portfolios.
Episode 12: Ten Commandments for Investors - Part Two
This episode of Unfiltered Finance is a continuation of our conversation with Symmetry’s Patrick Sweeny as we continue to count down the rules he has distilled from 35 years of advising clients on how to enjoy a better investment experience.
Episode 11: Ten Commandments for Investors - Part One
Trying to time the market, or find winning fund managers, tends to be an incredibly frustrating and costly experience for investors that condemns them to underperformance. In lieu of that approach, your best bet is to keep it simple, work with a trusted financial advisor, and follow some long-established principles that can help you enjoy a better investment experience. In this episode we are joined by Symmetry’s co-founder, Pat Sweeney, who distills 35 years of experience into “10 Commandments For Investors”.
Episode 10: Q1 2021 Markets in Perspective
Join us as we take a closer look at the various events and economic headlines that helped drive market performance for the first quarter of 2021, and explore what may be in store for investors in the near future.
Episode 9: What Investors Should Know About Taxes Now
Tax season is upon us! Research suggests that there are several areas where investors awareness of taxes is important, namely in cost-effective implementation, asset location, and withdrawal strategies. The costs associated with these can mean the difference between successful and mediocre investment results. In this episode we are joined by Ed Richter, a Certified Public Accountant (CPA) and Senior Financial Advisor and Partner at Apella Capital, LLC to review what investors should know about taxes for 2020 & 2021.
Episode 8: Bitcoin: New Asset Class or Digital Tulip Bulb Mania
Since it first began trading in 2010, Bitcoin has been grabbing headlines, and exciting imaginations. In this episode, we are joined by Dr. John McDermott as we review the recent phenomenon and explore the role of Bitcoin as a potential long-term investment.
Episode 7: GameStop and the Reddit Rebellion
As the recent Reddit-fueled rally and subsequent tumble of the stocks for companies like GameStop and AMC captured the media’s attention, people struggled to make sense of the headlines and determine if these market movements somehow impacted them. In this episode of Unfiltered Finance, we are joined by Dan Villalon, Principal and Global Co-head of the Portfolio Solutions Group at AQR Capital Management, to explore this recent event, and review potential lessons learned for investors.
Episode 6: 2020 in Review
This past year, 2020, was one of the most volatile market periods in recent memory. In today's episode, our own Casey Dylan provides a detailed analysis of last year's most critical market events, and, their potential implications.
Episode 5: Looking Ahead to 2021 - Part 3
This episode of Unfiltered Finance marks the final part of our conversation with Symmetry’s Patrick Sweeny and William Chettle, following the U.S. election. This session is a Q&A with clients on a number of salient topics that may affect investor positioning in 2021.
Episode 4: Looking Ahead to 2021 - Part 2
This episode of Unfiltered Finance is a continuation of our conversation with Symmetry’s Patrick Sweeny and William Chettle, following the U.S. election. Join us, as we dig a bit deeper into the headline issues, macroeconomics, and investor positioning, that will continue to drive markets going into 2021.
2021 is almost here, and with it, a new administration and the promise of a COVID-19 vaccine. In this episode of Unfiltered Finance, we focus on what the election results mean for markets and why long-term investors should be optimistic (and invested) in the new year.
Episode 2: Election 2020
Investors are now focused on the potential impact of the US election in early November. While elections are a routine occurrence that market participants digest and react to, this election cycle has seen more polarizing rhetoric than most, and the specter of a disputed election result has exacerbated investor fears. Join us as we take a look at the implications of this election and try and put some context around it.
Q3 Quarter in Review
Join us for the inaugural episode of Unfiltered Finance, a podcast from Symmetry Partners focused on Evidence-Based insights and perspective on markets, the economy, and investing. In this first installment, host Casey Dylan reviews the key issues currently driving the market, and explores the impact they’ve had across the third quarter of 2020, and beyond.
Meet the Host
Casey Dylan, CIMA®
Director of Investment Product Strategy & Communications
COO, Symmetry Panoramic Funds
Casey’s primary role at Symmetry is interpreting and articulating academic and original research for our clients and partners so they can fully understand and implement Factor-based investing in their portfolios. He brings over 25 years of extensive experience in public speaking and educating clients of various levels of financial sophistication. He regularly speaks at industry conferences, and has been quoted in publications like the Wall Street Journal, U.S. News and World Report, and Bank Investment Consultant.
Prior to joining Symmetry, he specialized in working with professional investors in the Institutional Middle Market while consulting for Empirica Solutions Group, as a Managing Director of Institutional Sales at John Hancock, and as a Regional Vice President at Pioneer Investments. He has worked in an advisory capacity while at the Wellesley Financial Group, and spent time managing back office operations for OppenheimerFunds.
Casey earned a Masters in Investment Management from Boston University and a BA in History from the University of Colorado. He completed the Certified Investment Management Analyst (CIMA) professional designation and Executive programs at The Wharton School, University of Pennsylvania.
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.