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2022 Year End Deadlines

The year is drawing to a close in a flash and this is the time to address important year end deadlines. Following are key things you should be in communication with your advisor about now. Custodians are busier than normal years and we expect delays that haven’t been experienced in the past.  If you haven’t squared away with your SYM team already, we advise making it a priority. 529s Planning to make a contribution to

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3 Ways a Financial Advisor Can Help Your Business

Good business owners tend to be highly adept at running the daily operations of their business. But great business owners are also keenly aware of where their own competencies end and where the need to outsource begins — both to streamline their daily routine and to optimize the long-term strategy and success of their company. Legal and tax functions are two of the most commonly outsourced tasks. These advisory services are both universal and invaluable

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The stock market and the economy are not the same.

“Be aware that the market does not turn when it sees light at the end of the tunnel. It turns when all looks black, but just a subtle shade less black than the day before.” – James Montier Why must we view them differently? The stock market is frequently taken for a real-time analog to the economy. Too often the two are compared in ways that make them appear similar.  It may surprise you to

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Recession 2022: Prepare your Finances for Any Scenario

Between the rising gas prices and the conflict in Ukraine, even the most optimistic among us are feeling a bit of anxiety. Recent stock market volatility has contributed to the worries. Spokespeople in the media have begun to talk about entering bear market territory. Has the Fed done so much to combat inflation that the economy is headed into Recession 2022 instead? It is true that the U.S. has successfully produced economic rebounds in the

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Connecting with Clients Through Our People with Dave Youngstrom

Dave Youngstrom is the CEO of Yeo & Yeo CPAs & Business Consultants. Yeo & Yeo is one of the country’s leading tax, technology, accounting, wealth management, and medical billing advisory firms. Dave has been part of the Yeo & Yeo family for over 28 years, where he served as Principal, Director, and Board of Directors before becoming its CEO. He earned his Bachelor of Business Administration at Saginaw Valley State University – College of

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The Heightened Economic Pain in Russia

Are you worried about what the Russian-Ukrainian war means for your portfolio? Do you feel waves of frustration as the US inflation numbers have markedly increased, and everything from groceries to gas prices is digging deeper into your wallet? This might help you feel a bit better. After facing over 2,778 internal sanctions and experiencing tens of thousands of casualties, Russia will likely repent its invasion decision for years to come. Several international parties (ranging

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