SYM Financial Advisors

SYM’s yardstick for its investment philosophy is to maximize the net-of-cost and tax returns for clients. In this video Andy explains why balance is key and the nuances matter.  Disclosure: This material is not financial advice, an offer to sell, or a solicitation of an offer to purchase any security managed by SYM Financial Corporation […] from SYM Financial Advisors – https://www.sym.com/how-does-sym-financial-decide-on-what-to-invest/ via SYM Financial Advisors

Common Questions Professionals Ask Us A job change is often a catalyst for financial growth, but it’s also when equity-based compensation can become most confusing and consequential. Equity can be a powerful wealth-building tool, especially later in your career. But when roles change, companies change, or timelines accelerate, equity can just as easily become a […] from SYM Financial Advisors – https://www.sym.com/understanding-equity-based-compensation-when-facing-a-job-change/ via SYM Financial Advisors

Disclosure: This material is not financial advice, an offer to sell, or a solicitation of an offer to purchase any security managed by SYM Financial Corporation (“SYM”). The opinions and assumptions expressed herein are those of SYM Financial Corporation (“SYM”) and are subject to change without notice. SYM is an independent investment adviser registered under […] from SYM Financial Advisors – https://www.sym.com/investing-myth-buster-1/ via SYM Financial Advisors

Why Our Ownership Structure Matters (More Than You Might Think) At SYM Financial Advisors, ownership isn’t a footnote; it’s our foundation. And it shapes everything you experience as a client. When the people who own the firm are the same people who sit across the table from you, the whole experience feels different. It keeps […] from SYM Financial Advisors – https://www.sym.com/the-importance-of-ownership-structure/ via SYM Financial Advisors

If You’re Looking at It the Right Way Most organizations think of their employer‑sponsored retirement plan as an obligation: a box to check, a cost to absorb, or a compliance headache to get through each year. But the truth is this: when strategically designed and properly supported, your company’s retirement plan can become one of […] from SYM Financial Advisors – https://www.sym.com/top-3-ways-your-companys-retirement-plan-could-save-you-money/ via SYM Financial Advisors

What are the investing rules of thumb I should know? CIO Andy Popenfoose talks about some common ones and gives examples on how much to focus on stocks versus bonds based on where you are in life. from SYM Financial Advisors – https://www.sym.com/investing-rules-of-thumb/ via SYM Financial Advisors