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Home
ADVISORS
Overview
Advisor Resources
For RIAs
INVESTORS
Overview
Investor Education
Find an Advisor
SOLUTIONS
Overview
Evidence-Based Investing
Panoramic Funds & Models
PrecisionCore ETF Models
Retirement Services
Values-Based Solutions
Custom Solutions
BLOG
Blog
Unfiltered Finance Podcast
ABOUT US
Overview
Investment Committee
Partners & Platforms
CONTACT
Contact Us
Regional Team
Symmetry Partners Blog
Direct Investing
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Personalized Indexing
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Direct Indexing
Why Direct Indexing Might Make Sense For You – Part II
Part III in a series tackling the “What, Why, & How” of Direct Indexing
2 minute read
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Direct Investing
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Personalized Indexing
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Direct Indexing
Why Direct Indexing Might Make Sense For You
Part II in a series tackling the “What, Why, & How” of Direct Indexing In our previous post, we...
3 minute read
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Long-term Investing
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Inflation
,
Federal Reserve
The Fed Unleashes its Double-Barreled Attack on Inflation
"Inflation is much too high, and we understand the hardship it is causing. We are moving...
2 minute read
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Investments
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Direct Investing
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Personalized Indexing
What is Direct Indexing?
This is part 1 in a series tackling the “What, Why, & How” of Direct Indexing
3 minute read
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Long-term Investing
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Inflation
Inflation Hits a Four-Decade High – What This Means for Investors
U.S. inflation has surged to 8.5% in March, up from the 7.9% annual rate in February, which...
2 minute read
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Long-term Investing
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Market Commentary
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Market
Q1 2022 In Review
Markets reflected a host of investor concerns during the first quarter of 2022. Over the past four...
2 minute read
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Investments
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Tax
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Tax Management
Taxes Can Be a Drag
“In this world, nothing is certain except death and taxes.” Ben Franklin
14 minute read
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Economies & Markets
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Volatility
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Russia
The Ramifications of Russia’s Invasion of Ukraine
Since the active invasion of Ukraine by Russian forces, the U.S. and its allies have responded with
3 minute read
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Long-term Investing
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Volatility
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Market Correction
Putting the Russia/Ukraine Crisis in Perspective
The S&P closed in correction territory Tuesday with all 11 sectors down, as market participants...
2 minute read
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Financial Planning
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Value of the Advisor
The Critical Role of a Financial Advisor
Why do some investors choose to “go it alone;” to navigate the world of investing based on their...
2 minute read
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