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
Julie Fasone Holder is the woman behind JFH Insights, an executive coaching business that supports leaders and influencers in developing advanced leadership strengths and bringing more value to the companies they represent. Before founding JFH Insights, Julie was the former Senior Vice President of Dow Chemical. With Dow, Julie accumulated extensive experience running multi-billion-dollar business portfolios. She also spent a few years running public and government affairs for them. Julie joins me today to describe
http:// Sebastian Soria is the Vice President and Total Rewards Officer at Newmont Corporation—one of the world’s leading gold, copper, silver, lead, and zinc producers. The company is notably the only gold producer in the S&P 500 Index and is recognized as a champion for ESG practices. Sebastian has over 28 years of experience in the financial industry, spending over 26 years with Dow in various leadership roles, including human resources and compensation. He holds
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
“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
Tom Ackmann is a principal and senior retirement plan advisor at SYM Financial Advisors, an RIA firm with a long history of serving plan sponsors and their employees. He previously worked as the Vice President of Baden Retirement Plan Services and the Vice President for Ascensus. At SYM, Tom leads a team that advises over 100 corporate clients and 10,000 participants. Tom holds a degree in Communications/Political Science from Concordia University Chicago. Tom joins me
