Dec 15, 2019
The relentless nature of the 24-hour news cycle may lead investors to overestimate the market impact of headlines about political developments, trade wars and other events. As history has shown us, nothing could be further from the truth. Even in the face of our nation’s most tumultuous event, markets have continued...
Nov 15, 2019
Welcome to this second half of a two-part episode on “The Value Premium”. We are joined again by Symmetry’s Managing Director, Dana D’Auria, CFA, to discuss the limitations of detailed investment research and the longitudinal financial rewards that may stem from bearing short-term losses.
Thank you very much for...
Oct 15, 2019
In this episode of The Symmetry Delta Podcast for Evidence Based Investing, we sit down with Symmetry’s Managing Director, Dana D’Auria, CFA, to discuss the relationship between market factors and volatility. We zero in on the sudden fluctuations of the Value Premium and its effects on investor portfolios. This is...
Sep 15, 2019
Every client deserves a quality advisory experience. In this second installment of our two-part episode, Casey Dylan, CIMA, Director of Investment Communications, continues his conversation with William Chettle, Symmetry’s Director of Experience and Engagement. The in-office experience is an essential component of...
Aug 15, 2019
Every client deserves a quality advisory experience. In this first installment of a two-part episode, Casey Dylan, CIMA, Director of Investment Communications, sits down with William Chettle, Symmetry’s Director of Experience and Engagement, to discuss the fundamental aspects of delivering an exceptional client...