Financial Insights

KCM On Balance – November 2023

If you are already thinking of Thanksgiving dinner while still munching on leftover Halloween candy, you’re not alone. According to the U.S. Department of Agriculture, more than 46 million turkeys are consumed on Thanksgiving day. But it isn’t just about the turkey, stuffing, and pumpkin pie. Officially established in 1863 by Abraham Lincoln, Thanksgiving is, above all, a day for gratitude and thankfulness.


Over the past decade, October has been among the best-performing months of the year. However, this October, equities markets had their worst performance in years, and the market malaise of the past few months continued.


While global equity markets are still up for the year, the recent downturn has some wondering if the bull market of the first half was actually a bear market rally in disguise or if it simply ran out of steam due to recent mixed earnings results, surging Treasury yields, geopolitical tensions, and uncertainty surrounding the Federal Reserve’s future rate trajectory.


For more details, see the October Market Commentary below.

Articles of Interest

October Market Commentary

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

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Long-Term Investors, Don’t Let a Recession Faze You

Investors may be tempted to abandon equities when there’s a heightened risk of recession. However, research has shown that stock prices incorporate these expectations and generally fall in value before a recession even begins.

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Weighing a Roth Conversion? Don’t Overlook These Five Factors

Although a Roth conversion can be an effective tax planning strategy, there are a few things to keep in mind as you weigh whether to take the plunge and decide how much money you should convert in a given year.

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Seven Big Retirement Risks to Avoid

As retirees underestimate their longevity, as well as stock market volatility, the probability that they’ll outlast their savings will keep dropping. Proper adjustments need to be made now before irreparable damage is made.

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12 Tax-Smart Charitable Giving Tips for 2023

Persistent inflation and high-interest rates continue to drive up costs and negatively affect charities. As a result, using an efficient, tax-smart approach to maximize the impact of your charitable giving has never been more important. Here are 12 ways to increase your giving power AND be tax-smart.

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7 Great Thanksgiving Parades You Won’t Want to Miss

Many U.S. cities host vibrant Thanksgiving parades, with musicians, performers, giant balloons, and other entertainers marching, walking, and sometimes floating by. Parades in Charlotte, Chicago, Detroit, Houston, New York City, Philadelphia, and Seattle draw thousands of spectators each year.

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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. 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 Commission.

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.

Symmetry Partners, LLC, is not affiliated with any firm mentioned in this material.

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