# Phil Mcdonald

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Reducing Your Tax Bill - Part Two

In our last episode, we discussed the importance of a portfolio's asset allocation, and, how that relates to "Reducing Your Tax Bill". In part two of this episode, we are joined once again by Symmetry's Managing Director of Research and Investments, Philip McDonald, CFA, CAAIA & Glenn Shirley, CAIA…

Reducing Your Tax Bill - Part One

The "Tax-Man" cometh! As this tax season proceeds ever forward, many investors are asking themselves the same question - "am I going to take a large tax-hit this year?" We cannot say how much you'll be taxed on your present investments. But, we believe it's possible to structure your portfolio in a…

Personalized Direct Investing - Part Two

For the financial advisors in our audience, it's a cornerstone of quality service to address clients' concerns and meet their needs when customizing portfolios. In this episode of Unfiltered Finance, Symmetry's Tom Romano, Head of Strategic Relationships, and Phil McDonald, CFA, CAIA, Managing Dire…

Personalized Direct Investing - Part One

Many high-net-worth individuals, and their families, have specific requirements, tax considerations, and investment preferences, that cannot be addressed by conventional investment options. Welcome back to Unfiltered Finance! In the first installment of this two-part episode, Symmetry's Tom Romano,…

Inflation & The Fed

The rise of anxiety over inflationary pressures has many looking to the Federal Reserve for a response. Why? Who are the Fed, and what do they do? What is this talk of "taper"? Are interest rates going up anytime soon? Should investors really care? Symmetry's Managing Director of Investments & Rese…

193 Men's Intuition Roundtable 3 February 2026

In this deep-dive conversation, a group of experts and practitioners explore the profound messages our bodies send us and how the power of the mind can redefine physical limits. From surviving double knee replacements to the neuroscience of "mystical experiences," this episode uncovers the techniq…

The Parent Problem

(Episode 394) On this episode of The Moondog Show, Rob, Amanda, Scott T, Mason Dixon and special guest Phil Ryan of Ryan Restorations talk about County Road 689’s latest episode ”Singers Without A Band”  which airs tonight on WNIT and Scott T graphically tells us about his surgery. Riveting convers…

215 | Can AI Replace Human Intuition? The Truth About Gut Feelings

Can AI replace human intuition? What makes a human gut feeling different from an AI prediction? In this episode, we explore the fascinating connection between artificial intelligence, human intuition, instinct, pattern recognition, and gut feelings. AI can process enormous amounts of information …

222 | The Truth About Men's Intuition, Emotional Release, and True Strength

In this episode, Host Doug sits down with returning guests Phil and Trunus, who initially connected through the podcast and have since formed a tight-knit brotherhood. They dive deep into the collaborative process behind Phil's autobiography, Stronger Than This, exploring how confronting childhood …