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Q3 Quarter in Review

Unfiltered Finance

Release Date: 10/15/2020

Ten Commandments for Investors - Part 1 show art Ten Commandments for Investors - Part 1

Unfiltered Finance

When investing, we believe that 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”.

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Q1 2021 Markets in Perspective show art Q1 2021 Markets in Perspective

Unfiltered Finance

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.

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What Investors Should Know About Taxes Now show art What Investors Should Know About Taxes Now

Unfiltered Finance

Tax season is upon us! 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.

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Bitcoin: New Asset Class or Digital Tulip Bulb Mania show art Bitcoin: New Asset Class or Digital Tulip Bulb Mania

Unfiltered Finance

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. 

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GameStop and the Reddit Rebellion show art GameStop and the Reddit Rebellion

Unfiltered Finance

Recently, the Reddit-fueled rally and subsequent tumble of stocks for companies like GameStop and AMC captured the media’s attention.

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2020 in Review show art 2020 in Review

Unfiltered Finance

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 for the future.

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Looking Ahead to 2021 - Part 3 show art Looking Ahead to 2021 - Part 3

Unfiltered Finance

This episode 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.

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Looking Ahead to 2021 - Part 2 show art Looking Ahead to 2021 - Part 2

Unfiltered Finance

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.

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Looking Ahead to 2021 - Part 1 show art Looking Ahead to 2021 - Part 1

Unfiltered Finance

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.

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Election 2020 show art Election 2020

Unfiltered Finance

If you would like to learn more about financial markets and presidential elections, please visit our website at - https://info.symmetrypartners.com/elections

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More Episodes

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.

Thank you very much for listening to Unfiltered Finance, a podcast from Symmetry Partners, LLC. Visit us at www.symmetrypartners.com. You can also find us on Facebook, YouTube, Twitter, and LinkedIn. As always, we remain invested in your goals.

Symmetry Partners, LLC, is an investment adviser 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. No one should assume that future performance of any specific investment, investment strategy, product or non-investment related content made reference to directly or indirectly in this material will be profitable. As with any investment strategy, there is the possibility of profitability as well as loss.

Factors are sources of expected returns. Symmetry searches for factors that have been shown historically to deliver higher returns over time.

Symmetry Partners' investment approach seeks enhanced returns by over weighting assets that exhibit characteristics that tend to be in accordance with one or more "factors" identified in academic research as historically associated with higher returns. Please be advised that adding these factors may not ensure increased return over a market weighted investment and may lead to under performance relative to the benchmark over the investor's time horizon.