“Summer, with its dog days, its vacations, its distractions, is over. We have had our holidays, our rest, our recreation. The fall season, with its new opportunities for effort, enterprise, and achievement, is upon us.”
– B. C. Forbes
September brings with it a new season—and new opportunities. While some of us are sad to see summer end, others are gearing up for fall activities. Like most seasons, this one will have its fluctuations. Enjoy everything September has to offer, transitions and all. As always, we remind you that nothing is certain; patient investors can expect rewards for a positive outlook and long-term investment commitment.
Investors may experience, gains, plateaus, and market downturns over the course of their lifetime. Surviving the journey’s highs and lows requires staying invested long enough to reap the long-term rewards, which can be especially challenging during times of economic uncertainty. Regardless of market fluctuations, independent thinking, and rational action, it takes courage to stay the course. The good news is that you don’t have to make the journey alone. Symmetry is committed to helping you reach your destination.
Articles of Interest
Here’s Why You Should Invest in All the Sectors, Not Just One
Sectors represent groups of companies that offer similar products or services. Recent history shows the challenge of trying to pick “hot” sectors in advance.
Know the 529 Plan Rules: How Parents and Grandparents Can Use Them to Save for Education
By understanding 529 plan rules, parents and grandparents can assess their value as beneficial tools for saving on higher education.
Making Estate Planning More Tax Efficient and Equitable for Beneficiaries by NOT Just Splitting the Assets Evenly
An asset-by-asset approach to estate planning can ensure more equitable and tax-efficient distribution, maximizing after-tax wealth for beneficiaries based on their individual circumstances.
7 Steps to Estimating Your In-Retirement Cash Flow Needs
Rules of thumb may be too high for affluent retirees with high savings rates, but healthcare costs are a major swing factor.
When is the First Day of Fall? Autumnal Equinox 2024
Everything you need to know about the fall equinox.
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.
The firm only transacts business in states where it is properly registered or excluded or exempt from registration requirements. Registration with the SEC or any state securities authority does not imply a certain level of skill or training. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, product or any non-investment-related content made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may not be reflective of current opinions or positions. Please note the material is provided for educational and background use only. Moreover, you should not assume that any discussion or information contained in this material serves as the receipt of, or as a substitute for, personalized investment advice. 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.
