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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
Investments
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Financial Planning
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Long-term Investing
Expect the Best, Prepare for the Worst
By Casey Dylan, CIMAMarkets have been on a remarkable run of late, sending many indices to historic...
2 minute read
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Investments
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Podcast
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Unfiltered Finance
Q1 2021 Markets in Perspective
As we exited 2020, investors looked forward to turning the page on the health and economic impacts...
1 minute read
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Investments
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Financial Planning
The Factors of Investment Returns
No one can predict the future with total certainty.
1 minute read
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Financial Planning
What Investors Should Know About Taxes Now
Tax season is upon us! In a recent episode of the Unfiltered Finance podcast, I had the opportunity...
2 minute read
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Compliance
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SEC Exams
Keeping Your Priorities Straight: A Review of the SEC’s Division of Examinations 2021 Examination Priorities
Each year, the SEC’s Division of Examinations (referred to in this article as “EXAMS”) publishes a...
4 minute read
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Investments
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Podcast
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Unfiltered Finance
Unfiltered Finance - Bitcoin: New Asset Class or Digital Tulip Bulb Mania
In late 2008 (perhaps in response to the financial crisis), someone using the alias, Satoshi...
1 minute read
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Financial Planning
The Market is Incredibly (Historically) Concentrated…and Expensive
Many investors think they are diversified if their investments track a broad market index such as...
2 minute read
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Investments
Symmetry Inaugural Blog
2 minute read
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