“February is the border between winter and spring.”
– Terri Guillemets
Articles of Interest
An Investing Plan for This Year: Doing Less Can Lead to More
Dimensional Founder and Chairman David Booth emphasizes that successful investing often involves doing less rather than constantly chasing trends or reacting to short-term market fluctuations.
Investor Pulse: Both Optimism and Uncertainty About 2025
Vanguard’s recent Investor Pulse survey shows investors continuing to carry mostly positive sentiments into the new year.
Manage an Inheritance Like a Pro in Just Seven Steps
How you manage an inheritance can profoundly impact your life, Kiplinger provides some tips to manage an inheritance responsibly.
When Will I Get My Tax Refund?
The different types of taxes you owe, how much to expect from your tax refund this year, and more from Morningstar.
The 25 Best Places to Go in 2025
Condé Nast Traveler has travel recommendations—whether you’re looking to trek through remote mountains or cruise through aquamarine seas.
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.
