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Man in a word bubble with his hands together in. Captions reads "Andy's Insight" explanation

Investing Rules of Thumb

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.

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A dentist in a white coat with a brown mustache and beard doing paperwork looking perplexed

The Most Common Financial Mistakes Dentists Make

Dentistry is incredibly rewarding, but let’s be honest, the financial side of your career can get complicated fast. As a dentist, you’re not just caring for patients; you’re often running a business, supporting a team, and providing for your family. That’s a lot of responsibility on your shoulders. A holistic

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a man with gray hair and beard in a tweed suitcoat speaks among other professionals in a meeting room

Top 6 Financial Strategies Corporate Executives Should Know

If you’re a corporate executive, you know your financial life is anything but simple. Between stock options, pensions, benefits, and tax strategies, it’s understandable if you feel like you’re juggling too much. SYM Financial Advisors exists to simplify the complex and help you make confident financial decisions. Here are six

Read More »
Man in a word bubble with his hands together in. Captions reads "Andy's Insight" explanation

Investing Rules of Thumb

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.

Read More »
A dentist in a white coat with a brown mustache and beard doing paperwork looking perplexed

The Most Common Financial Mistakes Dentists Make

Dentistry is incredibly rewarding, but let’s be honest, the financial side of your career can get complicated fast. As a dentist, you’re not just caring for patients; you’re often running a business, supporting a team, and providing for your family. That’s a lot of responsibility on your shoulders. A holistic

Read More »
a man with gray hair and beard in a tweed suitcoat speaks among other professionals in a meeting room

Top 6 Financial Strategies Corporate Executives Should Know

If you’re a corporate executive, you know your financial life is anything but simple. Between stock options, pensions, benefits, and tax strategies, it’s understandable if you feel like you’re juggling too much. SYM Financial Advisors exists to simplify the complex and help you make confident financial decisions. Here are six

Read More »

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