“October is a symphony of permanence and change.”
– Bonaro W. Overstreet
The 31 days in October are a time of transition as we enjoy those final warm fall days and prepare for cooler temperatures. Each season lasts a limited time and much like the markets, they can be unpredictable. As always, we recommend you stay the course. Enjoy the predictability of the changing seasons—the lingering warmth of summer and the coziness of fall leading into the next winter and spring.
For more details, see the Q3 2024 Market & Economic Commentary.
Articles of Interest
Q3 2024 Market & Economic Commentary
Perspective and insights on markets, headlines, and the economy.
Elections & Markets – What Investors May Want to Know
Elections can stir market volatility as investors react to political uncertainty, but historical data suggests election results have minimal long-term impact on market performance.
While short-term, election-driven trades often result in subpar outcomes, markets typically respond more to economic and inflation trends than to who is in power.
We believe that consistent, long-term investment strategies outperform attempts to time the market based on political shifts. Investors are advised to remain steady, focusing on their personalized financial plans rather than reacting to election results.
Ignoring the Bumps
According to Dimensional, there’s an important message about not overreacting during a downturn—it could be a momentary blip in an otherwise upward climb for the markets.
Diversification
Find out why diversification should be a key element of your ongoing risk management strategy.
How to Manage a Windfall
Three tips for incorporating a large influx of assets into your financial plan.
57 Clever Pun Costumes to Show Off Your Funny Side This Halloween
Thank gourd there’s still plenty of time to pull together a Halloween costume.
Advisory services offered through KCPAG Financial Advisors LLC and insurance services offered through KCPAG Insurance Services LLC, subsidiaries of Kemper Capital Management LLC. Tax services offered through Kemper CPA Group LLP.
Symmetry Partners, LLC is an investment advisory firm registered with the Securities and Exchange Commission (SEC). The firm only transacts business in states where it is properly registered, excluded, or exempt 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 SEC.
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 newsletter will be profitable. You should not assume any discussion or information contained in this email serves as the receipt of, or as a substitute for, personalized investment advice. Symmetry does not provide tax or legal advice and nothing either stated or implied here should be inferred as providing such advice. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.
Diversification seeks to improve performance by spreading your investment dollars into various asset classes to add balance to your portfolio. Using this methodology, however, does not guarantee a profit or protection from loss in a declining market. Past performance does not guarantee future results.
Investors cannot invest directly in an index. Indexes have no fees. Historical performance results for investment indexes do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment management fee, the occurrence of which would have the effect of decreasing historical performance results. Actual performance for client accounts will differ from index performance.
