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How Much Should a Business Owner Pay Themselves?
What is the Right Business Owner Salary Today? Owning a business can be rewarding, demanding, and deeply personal. It can also blur the line between what the business needs and what the owner needs. In 2026, establishing business owner compensation goes beyond a lifestyle decision; it is a cash flow,
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
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
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
The Importance of Ownership Structure
Why Our Ownership Structure Matters (More Than You Might Think) At SYM Financial Advisors, ownership isn’t a footnote; it’s our foundation. And it shapes everything you experience as a client. When the people who own the firm are the same people who sit across the table from you, the whole
