The Series Finale | Thank You For Listening
Unfiltered Finance
Welcome to the series finale! After more than six years, we are concluding the Unfiltered Finance podcast. It has been our sincere pleasure to inform both our investors, and financial advisors with this offering. Joining our host Tom Romano, for this proverbial curtain call, is Casey Dylan, Consultant from Story Market Services & the original host of Unfiltered Finance. We’ll be recalling some of our favorite memories, and discussing what this podcast has meant to the progression of our respective careers. If you have any questions or would like more information, reach out to us at You...
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Navigating Global Markets | How Can You Globally Diversify?
Unfiltered Finance
Welcome to part two of our podcast episode - "Navigating Global Markets". Many investment professionals believe it is imperative for investors to globally diversify their portfolios, and not put all of their proverbial eggs into one basket. We are joined by Symmetry's Brendan Kruh, Investment Associate, to conclude our discussion on the necessity of global diversification in your investments. If you have any questions or would like more information, reach out to us at You can also find us on , , , and . As always, we remain invested in your goals. Symmetry Partners, LLC, is an...
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Navigating Global Markets | Are International Stocks Still Valuable?
Unfiltered Finance
With recent turmoil in the Middle East, the continued war in Ukraine, and global inflation, investors want their portfolios to feature more U.S. stocks. After all, domestic investments have performed well as of late. In this episode of Unfiltered Finance we are joined once again, by Symmetry's Brendan Kruh, Investment Associate, for a discussion on the need for global diversification, even during the most tumultuous times. If you have any questions or would like more information, reach out to us at You can also find us on , , , and . As always, we remain invested in your...
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Q3 2023 in Perspective | Part Two: Top Stories from the Third Quarter
Unfiltered Finance
Rising oil prices have animated market participant’s fears of reinvigorated inflation pressures, increasing the chances that the Federal Reserve will impose more interest rate hikes. Join Casey Dylan, CIMA®, Investment Communications Strategist (Consultant), and Tom Romano our Head of Strategic Relationships & Product Development, for a detailed recap of some notable market events from Q3 of this year. If you have any questions or would like more information, reach out to us at You can also find us on , , , and . As always, we remain invested in your goals. Symmetry Partners,...
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Q3 2023 in Perspective | Part One: Interest Rates Reach 22-Year High
Unfiltered Finance
Markets were off to one of the best start in decades during the first half of 2023—then came the third quarter. The Federal Reserve resumed increasing rates, bringing them to a 22-year high at the Federal Open Market Committee (FOMC) meeting at the end of July. This led to ongoing elevated interest rates through August, pushing bond yields higher and challenging lofty equity valuations. In this episode, Casey Dylan, CIMA®, Investment Communications Strategist (Consultant), and Tom Romano our Head of Strategic Relationships & Product Development, will provide timely insights, and...
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Déjà vu All Over Again | Staying in Value & Growth Over Time
Unfiltered Finance
"KEEP CALM AND CARRY ON." Not only is this a beloved motto, it's also a great rule of thumb for maintaining your portfolio allocations. Once again, we are joined by Symmetry's Brendan Kruh, Investment Associate, and Eide Bailly Wealth’s Brett Myer, CFA, CIMA®, Investment Strategy Director. In this second of two episodes, we'll be discussing why you should maintain growth and value positions during periods of market instability. If you have any questions or would like more information, reach out to us at You can also find us on , , , and . As always, we remain invested in your...
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Déjà vu All Over Again | Value or Growth Stocks?
Unfiltered Finance
Once again, investors are faced with the same debate. Should I invest my money in large scale growth companies (e.g. Apple, Google), or, should I keep faith in the little guy and invest in some smaller companies (that seem poised to grow over time)? In this episode of Unfiltered Finance, we are thrilled to host not just one, but two special guests; our very own Brendan Kruh, Investment Associate, and Eide Bailly Wealth’s Brett Myer, CFA, CIMA®, Investment Strategy Director. Together, we’ll discuss present trends around both value stocks and growth stocks. Spoiler alert, it’s a more...
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Evidence-Based Investing | Part Two: The Risks of Trying to Time the Market
Unfiltered Finance
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 ...
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Evidence-Based Investing | Part One: Don't Depend on Guesswork
Unfiltered Finance
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 You can also find us on , , , and . As always, we remain invested in your goals. Symmetry Partners, LLC, is an investment advisory...
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Q2 2023 in Perspective | Inflation & International Markets
Unfiltered Finance
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. If you have any questions or would like more information, reach out to us at You can also find...
info_outlineTax season is upon us! Research suggests that there are several areas where investors awareness of taxes is important, namely in cost-effective implementation, asset location, and withdrawal strategies. The costs associated with these can mean the difference between successful and mediocre investment results. 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.
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 advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, 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.
Due to various factors, including changing market conditions and/or applicable laws, the content may not be reflective of current opinions or positions.
Please note the material is provided for educational and background use only. Moreover, you should not assume that any discussion or information contained in this material serves as the receipt of, or as a substitute for, personalized investment advice.
Symmetry Partners does not provide tax or legal advice and nothing either stated or implied here should be inferred as providing such advice.