Unfiltered Finance

Unfiltered Finance - Episode 1: Unfiltered Finance is Back!

Like a phoenix rising reborn from the ashes - Unfiltered Finance is back! Join us as we strip away the jargon and dive into markets and investing – focusing on small and mid-cap stocks while keeping it honest and real with no hype or hidden agendas.

The Series Finale | Thank You For Listening

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 https://symmetrypartners.com/contact-us/ [https://symmetrypartners.com/contact-us/] You can also find us on LinkedIn [https://www.linkedin.com/company/symmetry-partners/posts/?feedView=all&viewAsMember=true], Facebook [https://www.facebook.com/profile.php?id=100063458915416], YouTube [https://www.youtube.com/channel/UCaMja9kdnpbMsBr3SBcCmKw], and Instagram [https://www.instagram.com/symmetrypartners/]. 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. Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. 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.

Navigating Global Markets | How Can You Globally Diversify?

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 https://symmetrypartners.com/contact-us/ [https://symmetrypartners.com/contact-us/] You can also find us on LinkedIn [https://www.linkedin.com/company/symmetry-partners/posts/?feedView=all&viewAsMember=true], Facebook [https://www.facebook.com/profile.php?id=100063458915416], YouTube [https://www.youtube.com/channel/UCaMja9kdnpbMsBr3SBcCmKw], and Instagram [https://www.instagram.com/symmetrypartners/]. 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. Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. 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. Opinions and views expressed on this podcast were current on the date recorded. Opinions, estimates, forecasts, and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice, including any forward-looking estimates or statements which are based on certain expectations and assumptions. Although information and opinions given have been obtained from or based on sources believed to be reliable, no warranty or representation is made as to their correctness, completeness, or accuracy. The views and strategies described may not be suitable for everyone. This podcast does not identify all the risks (direct or indirect) or other considerations which might be material to you when entering any financial transaction. Please visit the Symmetry Partners website for important disclosure related to performance of any specific index quoted in this podcast.

Navigating Global Markets | Are International Stocks Still Valuable?

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 https://symmetrypartners.com/contact-us/ [https://symmetrypartners.com/contact-us/] You can also find us on LinkedIn [https://www.linkedin.com/company/symmetry-partners/posts/?feedView=all&viewAsMember=true], Facebook [https://www.facebook.com/profile.php?id=100063458915416], YouTube [https://www.youtube.com/channel/UCaMja9kdnpbMsBr3SBcCmKw], and Instagram [https://www.instagram.com/symmetrypartners/]. 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. Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. 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. Opinions and views expressed on this podcast were current on the date recorded. Opinions, estimates, forecasts, and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice, including any forward-looking estimates or statements which are based on certain expectations and assumptions. Although information and opinions given have been obtained from or based on sources believed to be reliable, no warranty or representation is made as to their correctness, completeness, or accuracy. The views and strategies described may not be suitable for everyone. This podcast does not identify all the risks (direct or indirect) or other considerations which might be material to you when entering any financial transaction. Please visit the Symmetry Partners website for important disclosure related to performance of any specific index quoted in this podcast.

Q3 2023 in Perspective | Part Two: Top Stories from the Third Quarter

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 https://symmetrypartners.com/contact-us/ [https://symmetrypartners.com/contact-us/] You can also find us on LinkedIn [https://www.linkedin.com/company/symmetry-partners/posts/?feedView=all&viewAsMember=true], Facebook [https://www.facebook.com/profile.php?id=100063458915416], YouTube [https://www.youtube.com/channel/UCaMja9kdnpbMsBr3SBcCmKw], and Instagram [https://www.instagram.com/symmetrypartners/]. 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. Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. 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.