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Logo featuring the text "SYM Investment Fundamentals Part 2." Above the text, there is a stylized hand placing colored blocks in a grid, symbolizing strategic stock market planning.

Investment Fundamentals Part 2. Our Marvelous Markets.

January 31, 2023

In our last piece, we wrote about how recency bias can damage your investments by causing current crises to loom large, while rewriting your memories of past challenges. Recency tricks us into overpaying during heady times, and bailing at bargain rates, when our confidence fades. One of the best ways to combat recency bias is by focusing instead on the fundamentals that have served investors well for centuries, if not millennia. In this series, we’ll

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Cover art for the podcast "Executive Decisions: A Podcast for Business Leaders." The background features dynamic, abstract white lines on a green backdrop, symbolizing corporate work culture. "EP13 Mauro Gregorio" is positioned at the bottom, with an upward-pointing arrow incorporated in the design.

The Secret to a Successful Business Culture with Mauro Gregorio (podcast)

January 12, 2023

Mauro Gregorio joins me to describe Dow’s corporate work culture, diversity and inclusion program, and welcoming atmosphere. He recounts his first job and responsibilities at Dow and what he learned while holding an entry-level position. He explains the importance of humility, asking for help, and ensuring someone is there to help. Mauro also discusses how the pandemic initiated changes in the workplace—particularly in how we work—and how it disrupted the way we value work relationships.

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A logo with the text "SYM Investment Fundamentals Part 1." The design includes an illustrated hand placing blocks in a grid, suggesting the concept of building or organizing investments.

Investment Fundamentals: Remembering Years Past.

January 11, 2023

“There were so many big events competing for our attention this last year …,” said nearly every investor, almost every year, ever. We’re not making light of last year’s uncertainties. Inflation is real and lingering; we can’t rule out the possibility we’ll still see a recession instead of the hoped-for soft landing (although neither has been reported yet). Heightened levels of market volatility across stock and bond markets alike may have left you once again

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A man wearing a dark blazer and light blue shirt is smiling in front of a background with abstract swirl designs. The text on the image reads, “Executive Decisions: A Podcast for Business Leaders. 'Executive leadership means being strong enough to be okay with being questioned.' - Greg Marken.”

What It Takes to Lead a Team with Greg Marken (podcast)

December 9, 2022

Greg Marken is the President, CEO, and Treasurer at Advanced Emissions Solutions (ADES). ADES works with municipal water, coal-fired power generation clients, and other industries by providing emissions control and water purification solutions. Greg has been at the helm of ADES since July 2020. He also serves as a manager on the Board of Managers of Tinuum Group and as a manager and officer of other ADES subsidiaries. He has over 15 years of experience

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Image shows the cover art for an episode of a podcast titled "The Owner's Corner." The background features geometric shapes in blue, green, purple, and pink. In the bottom left corner, the SYM Financial Advisors logo is displayed. "EP9 Scott and Zach Tucker discuss their family farm business" is at the bottom right.

Multigenerational Family Business Success with Scott and Zach Tucker (podcast)

November 18, 2022

Scott Tucker is a board member and the Co-President of Maple Leaf Farms, a multi-generational family-owned company and America’s leading producer of quality duck products. A third-generation family member, Scott began working in the company as a teenager. Today, as Co-President, he leads operations, quality assurance, live production, distribution, and the National Duck Council. He holds a Bachelor of Science degree in Management from Purdue University and a Master of Business Administration degree from the

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A magnifying glass hovers over a red and white desktop calendar, emphasizing the number 31. The calendar is set to the month of December. The magnifying glass has a black handle and focuses on the date.

2022 Year End Deadlines

November 16, 2022

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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