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Insights

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The Importance of Ownership Structure

March 2, 2026

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 experience feels different. It keeps us grounded, accountable, and focused on what really matters: you. Independence You Can Feel One thing you won’t find at

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Does Your Company Retirement Plan Stack Up?

January 5, 2026

https:// In this episode of the SYM Financial Podcast, we talk openly about how important it is to approach retirement plan features like loans and withdrawals with caution. While they can be helpful safety nets in tough times, we encourage you not to see them as a way of life or an easy fix. The real key is to keep planning, stay informed, and work with advisors who understand your unique situation. We’ve seen people

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2026 IRS limits announced

November 14, 2025

NOTE: If you are viewing this on a mobile phone, turn your screen horizontally to align the columns. The U.S. Government is finally open again and the IRS announced 2026 limits affecting retirement plans and other qualified savings vehicles. You will see the changes in bold in this quick reference.  For advice on tax planning, book time with a SYM advisor. Contribution Limits 2026 IRA Contribution IRA Catch-up Contribution 401(k) Elective Deferrals 401(k) Catch-up Contribution

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Picture of two middle aged men in suit coats with the question that reads Does Your Retirement Plan Stack Up?

Does Your Company Retirement Plan Stack Up?

November 12, 2025

  In this episode of the SYM Financial Podcast, we dive into how retirement planning has evolved, especially with the rise of automation like automatic enrollment. We see how it’s made saving easier and boosted participation—people are saving more without even having to think too hard about it. But we also talk about how nothing replaces a real conversation—about your goals, risks, and what’s best for your personal situation. We touch on recent changes from

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Advice for those in the military considering their investment plan

October 23, 2025

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 independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More

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

Best Financial Advice Learned from School

October 23, 2025

What’s the best financial advice that you learned in school? SYM Chief Investment Officer Andy Popenfoose answers may surprise you. Disclosure: SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2 or Form CRS, which is available upon request.

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