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SYM Services
We believe it is important that your financial advisor provides guidance on your whole financial equation. It does you little good to have advice on only a partial picture of your financial reality and your goals for your resources because so many interwoven factors can impact your outcome. That is
Advice for Young Job Seekers
This is a key detail that often throws a job applicant out of the running, and it is easily prevented! Chief Investment Officer Andy Popenfoose has looked at hundreds of resumes and applications over the years. It surprises him that many well-educated candidates miss this detail. Disclosure: This material is
How Does SYM Financial Decide on What to Invest?
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
Understanding Equity-Based Compensation When Facing a Job Change
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
Investing Myth Buster #2
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
SYM Services
We believe it is important that your financial advisor provides guidance on your whole financial equation. It does you little good to have advice on only a partial picture of your financial reality and your goals for your resources because so many interwoven factors can impact your outcome. That is
Advice for Young Job Seekers
This is a key detail that often throws a job applicant out of the running, and it is easily prevented! Chief Investment Officer Andy Popenfoose has looked at hundreds of resumes and applications over the years. It surprises him that many well-educated candidates miss this detail. Disclosure: This material is
How Does SYM Financial Decide on What to Invest?
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
Understanding Equity-Based Compensation When Facing a Job Change
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
Investing Myth Buster #2
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
