Financial Insights

KCM On Balance – March 2024

Those of you who are ready for winter to be over are likely thrilled that we are so close to spring. However, like the market, the new season still has its fluctuations. As always, we recommend you stay the course. Enjoy the warmer temps and sunshine when you can and remember those cold, rainy days don’t last forever.


Investor and financial writer Benjamin Graham coined the term “value investing” and famously stated, “In the short run, the market is a voting machine, but in the long run, it is a weighing machine.”


Today’s market moves at lightning speed, with information instantly available and aggressive tech-driven competition. Individual investors trying to pick stocks face tough competition.


Correctly predicting events like quarterly earnings or Fed rate decisions doesn’t guarantee success, as algorithmic traders may have already taken advantage of the opportunity, canceling out potential returns before individual investors can react.


Many investors lose; however, those leveraging Graham’s long-term strategy win with “time arbitrage.” Time is the key differentiator—keep it on your side.

Articles of Interest

February 2024 – Market Commentary

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

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Bulls, Bears, and Long-Term Benefits of Stock Investing

Stock returns are volatile, but nearly a century of bull and bear markets shows that the good times have outshined the bad times.

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This Simple Calculation Will Show if You’re Withholding Enough Taxes From Your Paycheck

Whether you’re working on 2023 taxes—or planning for next year, if your tax refund or bill is bigger than expected, you may want to adjust your paycheck withholding.

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Financial Planning: The Best Defense Against Financial Fear

Find out why open and honest communication with your Financial Advisor is crucial.

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The History of St. Patrick’s Day

The Irish have celebrated March 17 as a religious holiday for more than 1,000 years. Find out who St. Patrick was and why he’s still celebrated—and what leprechauns have to do with St. Paddy’s Day.

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.

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.

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