Financial Insights

KCM On Balance – February 2024

It’s February! We’ve made it through the holidays, rung in a New Year—and now we’re gearing up for another tax season.


Although this year is a Leap Year, it’s still the shortest month of the year. And, in many parts of the country—even as we prepare taxes—we’re inching toward warmer weather and that glimmer of spring. Which was also the verdict of famed meteorologist, Punxsutawney Phil, who didn’t see his shadow on February 2, thus predicting an early spring.


In This Time Is Different economists Reinhart and Rogoff analyzed 250+ financial crises spanning 800 years and found a common belief of people thinking, “This time is different” and old rules no longer applied.


Research confirms that traditional investment principles persist: risk and reward are intertwined, price matters, diversification mitigates risk, and patience is essential for investing success.


Despite recent market volatility, avoid the temptation to think, “This time is different.” Instead, adhere to proven investment strategies for long-term success.

Articles of Interest

January 2024 – Market Commentary

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

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What 2023 Teaches Us About Expectations vs. Reality

Market returns depend on the difference between investor expectations and actual events. Positive outcomes yield strong returns, while market returns may be disappointing if developments are worse than anticipated.

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New Laws, Bigger Deductions: Changes For The 2024 Tax Season

The 2024 tax season has introduced many significant tax changes. Understanding them can help you take advantage of opportunities to pay less to the IRS this year.

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How to Manage Someone Else’s Money

Learn strategies to support a loved one who is unable to manage their finances.

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Estate Plan Check-Ups: Don’t Just Set It and Forget It

Reviewing and updating your estate plan helps ensure that it remains a relevant and accurate reflection of your wishes, providing peace of mind for you and your heirs.

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What 2024’s Leap Year Status Means

Without the extra day in leap years, calendars and seasons would gradually fall out of sync.

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 (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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