As we get closer to year end and well into the holiday season, continued talks of supply chain issues, potential travel woes, and overall inflation and higher gas prices are adding pressure to an already stressful time of year. There is a bright side for those staying closer to home. Many local businesses have reopened since the height of the pandemic, offering alternatives to the major retailers for consumers. Consumer spending is also on the rise and the unemployment rate is dropping significantly.
The U.S. stock market is still enjoying a surge, with the S&P 500 up almost 22% through November, fueled by robust economic activity.
We hope your holidays are filled with joy and laughter, and wish you the very best for a prosperous new year.
Articles of Interest
17 Quirkiest Charities That Give Back in Creative Ways
In this viral-seeking, social-media-obsessed age, savvy people looking to do good have realized that just appealing to better angels might not be enough to catch the interest of the average person. So many successful charities have found more unusual, out-of-the-box approaches to getting others to behave altruistically. Here are 17 quirky charities that do immeasurable good—while also doing their own thing.
Learn More
What to do When You’re the Executor
You’ll likely need professional help, including an attorney with estate-planning experience, a tax pro and a financial advisor.
Learn More
CAPE Fear: Should Investors be Concerned with Market Valuations?
Despite the attention market valuation measures continue to receive, we do not observe compelling evidence these indicators are useful for investors’ asset allocation decisions.
Learn More
7 Year-End Wealth Moves
Yes, it’s that time again. Time to take stock of your savings and tax-planning opportunities. Don’t leave money on the table: Consider these seven year-end moves instead.
Learn More
Holiday Gift Guide
Whether you’re shopping for a gamer, globetrotter, home cook or bookworm, we’ve got all the ideas you’ll need this season. It’s the season of giving – let it also be the season of giving wisely.
Learn More
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. The firm only transacts business in states where it is properly registered, or 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 Commission.
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. As with any investment strategy, there is the possibility of profitability as well as loss. 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.
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.
S&P 500 Index represents the 500 leading U.S. companies, approximately 80% of the total U.S. market capitalization.
