SYM News

Game Plan

game plan: noun


  1. A carefully thought out strategy for achieving an objective.

The voting is over. The ballots have been counted. Barack Obama has another term as president. Half the population is celebrating and half the population is a bit more fearful. In the US stock markets the initial reaction has been to sell. As long term investors we knew the outcome of the presidential election was only one of many worries ahead of us.


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Presidential Elections and Market Returns

How should my portfolio be allocated as the election nears? Should I re-allocate now in anticipation of election results or wait until the election is decided before making adjustments? Should I put excess cash to work now or wait until 2013? These are questions investors are asking as the November election nears. David G. Booth of Dimensional Fund Advisors analyzed this same issue in an article in 2004. Booth analyzed five return relationships* within stock and bond allocations for the five months leading up to and twelve months following a presidential election.

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Don't Fight the Fed ...Rebalance

A week and a half ago, the Federal Reserve (the Fed) announced a third series of measures for quantitative easing or “QE3”.

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Perspective on the Fiscal Cliff

If you have not already heard reference to the “fiscal cliff” you probably soon will. We feel it is important for our clients to have knowledge of what this refers to and how SYM Financial is approaching this potential economic event.

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The Death of Equities, Revisited

A recent article appearing in the Financial Times caught our eye—or perhaps we should say ear. At first glance it was unremarkable—just one among dozens of recent think pieces suggesting that investors were losing interest in stocks as markets around the world continued to stagnate.

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