Financial Insights

KCM On Balance – January 2024

2023 has been a good year for many investors. 2024 may not be as good—or it may be better.


The past four years have been a rollercoaster ride for markets as the world has reacted to a pandemic, inflationary aftershocks, wars in Europe and the Middle East, and historic central bank activity.


Like a rollercoaster, trying to time the ups and downs of the ride and getting off while it’s in motion is how you get hurt. We believe the best action is to stay on the ride until you reach the final destination. Enjoy the highs, endure the lows, and focus on your long-term goals.


The strong year-end rally—which helped contribute to robust U.S. market performance—has been influenced by market participants’ confidence, eased recession fears in 2023, robust consumer spending strengthening the U.S. economy, and decreasing inflationary pressures.


For more details, see the Q4 2023 Market & Economic Commentary below.

Articles of Interest

Q4 2023 Market & Economic Commentary

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

Learn More

Five Tips for Level-Headed Investing in 2024 and Beyond

Before you consider changing investments around at the beginning of the year, think about where you’ve been and what may or may not need adjusting.

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2024 Personal Finance Calendar

There are so many events and deadlines to keep track of, and when it comes to personal finances, missing an important date could cost you. To add a little sanity to your life, here’s a calendar with all the essential personal financial dates of 2024.

Learn More

What’s Changing for Retirement in 2024?

Find out how inflation adjustments and the phase-in of Secure 2.0 provisions will impact retirement savers and retirees.

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Here’s When You Can Visit a National Park for Free in 2024

If your 2024 vacation plans include visiting one of the 400 U.S. national parks, here’s some exciting news: The National Park Service is offering free admission to U.S. parks that normally charge admission fees for six days in 2024.

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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