
New Episodes
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/
Recent Episodes
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.