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A Surprising Comment that Challenges SYM’s Chief Financial Officer
Andy is a financial enthusiast; call him a fanatic even. When clients make this comment about their investments and their financial plan, it challenges him the most.https://youtu.be/SANGl1YV7WE
SYM’s Chief Financial Officer’s First Investment
SYM Chief Financial Officer tells the story of his very first investment and what he learned at that early age.https://youtu.be/pzN0gqePqj0
Asset Location: The Tax-Smart Strategy Behind Your Investment Portfolio
When it comes to investing, most people are familiar with asset allocation. It’s one of the foundational principles of financial planning and helps determine how your investments are divided among stocks, bonds, and other asset classes based on your goals, risk tolerance, and time horizon. But there’s another strategy that
Leveraging your health plan for growing wealth
HDHPs and HSAs: A Powerful Combination for your Healthcare and Long-Term Wealth Healthcare costs continue to rise, making it more important than ever to choose a health plan that aligns with both your medical needs and your financial goals. While High-Deductible Health Plans (HDHPs) are often viewed simply as a way to lower monthly
Should I Pay Off My Mortgage Before Retiring?
QUICK ANSWER For most pre-retirees, paying off your mortgage before retirement often reduces your fixed monthly costs, simplifies cash flow, and lowers the risk that a market downturn forces you to sell investments at the wrong time. It is not always the right call. If your mortgage rate is below
A Surprising Comment that Challenges SYM’s Chief Financial Officer
Andy is a financial enthusiast; call him a fanatic even. When clients make this comment about their investments and their financial plan, it challenges him the most.https://youtu.be/SANGl1YV7WE
SYM’s Chief Financial Officer’s First Investment
SYM Chief Financial Officer tells the story of his very first investment and what he learned at that early age.https://youtu.be/pzN0gqePqj0
Asset Location: The Tax-Smart Strategy Behind Your Investment Portfolio
When it comes to investing, most people are familiar with asset allocation. It’s one of the foundational principles of financial planning and helps determine how your investments are divided among stocks, bonds, and other asset classes based on your goals, risk tolerance, and time horizon. But there’s another strategy that
Leveraging your health plan for growing wealth
HDHPs and HSAs: A Powerful Combination for your Healthcare and Long-Term Wealth Healthcare costs continue to rise, making it more important than ever to choose a health plan that aligns with both your medical needs and your financial goals. While High-Deductible Health Plans (HDHPs) are often viewed simply as a way to lower monthly
Should I Pay Off My Mortgage Before Retiring?
QUICK ANSWER For most pre-retirees, paying off your mortgage before retirement often reduces your fixed monthly costs, simplifies cash flow, and lowers the risk that a market downturn forces you to sell investments at the wrong time. It is not always the right call. If your mortgage rate is below
