Insights
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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
SYM Financial Advisors’ Investment Philosophy
What sets SYM Financial Advisors’ investment philosophy apart from others? Asset allocation that provides opportunity for growth and provides important cash flow at the same time. Learn more in this video! https://youtu.be/ql7JGibU8D0
Red flags when evaluating your financial service provider.
Are you working with a financial advisor? Learn red flags to identify that can save you from losing on taxes, fees, and more.
SYM Services
We believe it is important that your financial advisor provides guidance on your whole financial equation. We believe you get the best possible advice when you are advised on the whole picture of your financial reality and goals because so many interwoven factors can impact your outcome. That is why
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 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
