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...

Will There Be a Santa Claus Rally?  Who Cares?

Snow in the air, holiday decorations, egg nog…yes, it is that magical time of the year when Wall...

Symmetry's 3rd Quarter Market Commentary

Resurgent virus impacts, mounting fears of inflation, ongoing supply-chain disruptions, surging ...

Where is all the stuff I ordered?

According to the recently released IHS Markit Purchasing Managers’ Index (PMI) report--which...

Be Prepared for Market Downturns

Since the summer of 2020, after a brief pandemic-driven bear market, the stock market experienced a...

Ten Commandments for Investors - Part 1

Investing can be simple, but it’s not easy. 

Expect the Best, Prepare for the Worst

By Casey Dylan, CIMAMarkets have been on a remarkable run of late, sending many indices to historic...

The Factors of Investment Returns

No one can predict the future with total certainty.

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...

The Market is Incredibly (Historically) Concentrated…and Expensive

Many investors think they are diversified if their investments track a broad market index such as...