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