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

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

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

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

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A notebook page opens up to read Equity Compensation, with a hand holding the book open

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

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

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

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

Investing Myth Buster #1

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

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

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

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

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

Read More »
A notebook page opens up to read Equity Compensation, with a hand holding the book open

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

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

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

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

Investing Myth Buster #1

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

Read More »

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