Financial Insights

KCM On Balance – April 2024

The familiar saying “April showers bring May flowers” is a perfect example of how—similar to an Evidence-Based long-term approach to investing—perseverance pays off. Long periods of adversity don’t predict what’s to come—and they don’t last forever. Eventually, better times will come to pass, and flowers will bloom in spring. Maybe even early.

Articles of Interest

Q1 2024 Market & Economic Commentary

Perspective and insights on markets, headlines, and the economy.

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Will Inflation Hurt Stock Returns? Not Necessarily.

Investors may wonder whether stock returns will suffer if inflation keeps rising. Here’s some good news: Inflation isn’t necessarily bad news for stocks.

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Comparing Financial Aid Awards

If you’re involved in a student’s college preparation process, you know the May 1 decision date is approaching. This blog can help you interpret financial aid award letters to assist in your decision-making process.

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4 Ways to Give Money Tax-Free to Your Kids When You Die

Some retirees focus on the number at the bottom of the balance sheet, not necessarily what that number will be after taxes. But if you’d prefer that your estate not pay more taxes than necessary, then these strategies are for you.

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Best Family Vacations in the USA for 2024

If you enjoy planning ahead, here are some ideas for summer vacation with the family—or planning well in advance for next year’s spring break.

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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 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 SEC.

No one should assume that the 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.

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