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Welcome to "Unfiltered Finance," a monthly podcast from Symmetry Partners focused on Evidence-Based insights and perspective on markets, the economy, and investing

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New Episodes


Reducing Your Tax Bill Part 2
In 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, reach out to us at https://symmetrypartners.com/contact-us/


Reducing Your Tax Bill
The “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 Shirley, CAIA, Head of Investor Relations for Quantinno, to explain how investors can more effectively structure their portfolios and avoid an excess of taxation.
 

If you have any questions or would like more information, reach out to us at https://symmetrypartners.com/contact-us/


Recent Episodes


2022 Year in Review - Part 2
Government 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 hopes for 2023.
 

If you have any questions or would like more information, reach out to us at https://symmetrypartners.com/contact-us/

2022 Year-in-Perspective_Part One
For 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 Market Services, to discuss the most critical events of 2022 and their subsequent effects on the stock market. 
 

If you have any questions or would like more information, reach out to us at https://symmetrypartners.com/contact-us/


The Power of Efficient Markets_Part2
While 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 market will endure these challenges.
 

If you have any questions or would like more information, reach out to us at https://symmetrypartners.com/contact-us/

The Power of Efficient Markets
Investors, 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’ portfolios.
 

If you have any questions or would like more information, reach out to us at https://symmetrypartners.com/contact-us/


Understanding the Differences Between ETFs and Mutual Funds_Thumbnail
Open-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 today is Symmetry’s Kevin Scully, CFA, Senior Research Associate, Portfolio Manager, to discuss these key differences, and how you can determine which investment best suits your needs.
 

If you have any questions or would like more information, reach out to us at https://symmetrypartners.com/contact-us/

Improving the Experience-1
No 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://symmetrypartners.com/contact-us/


Technological Influence Part 2-2
While 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.
 

If you have any questions or would like more information, reach out to us at https://symmetrypartners.com/contact-us/

Thumbnail - Summit-1
For 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 discuss this year’s Summit and the potential benefit this sort of event can ultimately have for advisors’ clients. 
 

If you have any questions or would like more information, reach out to us at https://symmetrypartners.com/contact-us/


tech_podcast_thumbnail
There 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.
 

If you have any questions or would like more information, reach out to us at https://symmetrypartners.com/contact-us/

Q&A_Part2-2
 
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/
 
 

Q&A_Part One
 
In 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/
Personalized Direct Indexing_Part2_Thumbnail-2
For 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 direct investing visit http://www.symmetryaxiom.com

Personalized Direct Investing_Part One
Many high-net-worth individuals, and their families, have specific requirements, tax considerations, and investment preferences, that cannot be addressed by conventional investment options. 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, and how it can be customized to suit investors' individual values.
 
To learn more about personalized direct investing visit http://www.symmetryaxiom.com
The Metaverse Social Media Pic
In 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.
 

 



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.


For Financial Professionals: Symmetry Partners, LLC is an investment advisory firm 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. All data is from sources believed to be reliable but cannot be guaranteed or warranted. Past performance is not indicative of future results. No one should assume that future performance of any specific investment strategy, product, or non-investment related content made reference to directly or indirectly in this material will be profitable. Please note that you should not assume that any discussion or information contained on this website serves as the receipt of, or as a substitute for, personalized investment advice from Symmetry Partners.