Insights
Advice for a 22 Year Old
Standing out in the Job Market Chief Investment Officer Andy Popenfoose gives a surprisingly simple tip for being competitive in the job market.
Balancing Risk & Opportunity in Today’s Markets
Strategies for keeping investment risk and opportunity balanced We asked SYM Chief Investment Officer: In today’s markets, how are you balancing risk and opportunity? This is what he said. Disclosure: SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a
2025 Summer Market Trends to Watch
What SYM’s Investment Team is watching right now and why. We asked SYM Chief Investment Officer: What trend is the Investment Team watching right now? This is what he said. Disclosure: SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply
The One Big Beautiful Bill Act (OBBBA): What You Need to Know
The New Bill – The OBBBA. We know it legally as H.R.1. This U.S. federal statute was signed into law on July 4, 2025 and is also known as The One Big Beautiful Bill Act. It introduces sweeping tax and financial changes aimed at simplifying deductions, supporting families, and incentivizing
Everyone Needs a Financial Plan
Recently SYM Financial Advisors’ very own Michelle Hipskind spoke with Business People Magazine. In her interview she outlines 5 steps to a solid, flexible plan that can make (or break) your financial future. Here are the basic steps to an effective financial plan. Step 1: Realize You Need Help
Advice for a 22 Year Old
Standing out in the Job Market Chief Investment Officer Andy Popenfoose gives a surprisingly simple tip for being competitive in the job market.
Balancing Risk & Opportunity in Today’s Markets
Strategies for keeping investment risk and opportunity balanced We asked SYM Chief Investment Officer: In today’s markets, how are you balancing risk and opportunity? This is what he said. Disclosure: SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a
2025 Summer Market Trends to Watch
What SYM’s Investment Team is watching right now and why. We asked SYM Chief Investment Officer: What trend is the Investment Team watching right now? This is what he said. Disclosure: SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply
The One Big Beautiful Bill Act (OBBBA): What You Need to Know
The New Bill – The OBBBA. We know it legally as H.R.1. This U.S. federal statute was signed into law on July 4, 2025 and is also known as The One Big Beautiful Bill Act. It introduces sweeping tax and financial changes aimed at simplifying deductions, supporting families, and incentivizing
Everyone Needs a Financial Plan
Recently SYM Financial Advisors’ very own Michelle Hipskind spoke with Business People Magazine. In her interview she outlines 5 steps to a solid, flexible plan that can make (or break) your financial future. Here are the basic steps to an effective financial plan. Step 1: Realize You Need Help
