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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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Recent Episodes

Story Stocks May Have Unhappy Endings-1

"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 Andrew Willard, Research Analyst, to discuss the importance of resisting spontaneous, or popular, investment decisions and keeping to a reasonable investment approach.


Quarter-in-Perspective_Q12022

Markets 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 those trends were upended as markets were faced with rising interest rates, spiking inflation, ongoing supply-chain snarls, and a land-war in Europe. Stocks and bonds alike slumped.


Russia Invasion
In 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 economy.
HD Pic - Tips for Saving and Paying for College
The 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.  We are joined by Jim Femia, the Director of College Planning
for Apella Capital, to get his thoughts about saving for and funding college.


HD Pic - Stock Market Corrections and Crashes
Equities 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.
HD Pic - Q4 2021 in Review-1
Investors 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.

Whats on your Year-End Checklist-2
As 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 Chettle, to discuss our "Year-End Checklist".


Rising Rates + Fixed Income - Part Two
No one can completely predict the direction of inflation expectations.  In this episode, 
we continue our discussion of a potential interest rate increase, and the possible effects
bond investors may face.



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.