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Stock Options Strategies for Success

A deliberate and thoughtful stock options strategy can maximize your wealth by harnessing the power of a significant part of your compensation. Without the guidance of an experienced financial advisor, well-intentioned company stock option recipients are often left on their own to set options targets (triggers for exercising an option). We find that “do-it-yourself” targets […] from SYM Financial Advisors – https://www.sym.com/stock-option-strategies-for-success/ via SYM Financial Advisors
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How to have confidence in your financial future when investing.

from SYM Financial Advisors – https://www.sym.com/how-to-have-confidence-in-your-financial-future-when-investing/ via SYM Financial Advisors
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Does Your Company Retirement Plan Stack Up?

https:// In this episode of the SYM Financial Podcast, we talk openly about how important it is to approach retirement plan features like loans and withdrawals with caution. While they can be helpful safety nets in tough times, we encourage you not to see them as a way of life or an easy fix. The […] from SYM Financial Advisors – https://www.sym.com/does-your-company-retirement-plan-stack-up-2/ via SYM Financial Advisors
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Uncommon Relationships produce Uncommon Results. What does that mean for an investor?

Uncommon Relationships can produce Uncommon Results.   Why is this tagline important to SYM Financial Advisors?  And what does it mean for an investor?   CIO Andy Popenfoose explains how SYM Financial Advisors works to achieve this for clients in this video. Its often the low client to investor ratio that makes the tangible difference. […] from SYM Financial Advisors – https://www.sym.com/uncommon-relationships-produce-uncommon-results/ via SYM Financial Advisors
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2026 IRS limits announced

The U.S. Government is finally open again and the IRS announced 2026 limits affecting retirement plans and other qualified savings vehicles. You will see the changes in bold in this quick reference.  For advice on tax planning, book time with a SYM advisor. Contribution Limits 2026 2025 IRA Contribution IRA Catch-up Contribution 401(k) Elective Deferrals […] from SYM Financial Advisors – https://www.sym.com/2026-irs-limits-announced/ via SYM Financial Advisors
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Does Your Company Retirement Plan Stack Up?

  In this episode of the SYM Financial Podcast, we dive into how retirement planning has evolved, especially with the rise of automation like automatic enrollment. We see how it’s made saving easier and boosted participation—people are saving more without even having to think too hard about it. But we also talk about how nothing […] from SYM Financial Advisors – https://www.sym.com/does-your-company-retirement-plan-stack-up/ via SYM Financial Advisors
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Best Financial Advice Learned from School

What’s the best financial advice that you learned in school? SYM Chief Investment Officer Andy Popenfoose answers may surprise you. Disclosure: SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, […] from SYM Financial Advisors – https://www.sym.com/best-financial-advice-learned-from-school/ via SYM Financial Advisors
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