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Insights

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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A woman with short brown hair, wearing a dark blazer over a blue top and a necklace, smiles at the camera. The background features a light abstract design. Text on the image reads: "Executive Decisions: A Podcast for Business Leaders" and "Julie Fasone Holder: 'You can't change your brand if you don’t know what that is.'" This podcast offers insights from influential corporate women.

Finding Your Brand with Julie Fasone Holder (podcast)

November 8, 2022

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

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A man in a suit and tie stands confidently with arms crossed in front of a graphic background featuring arrows. The text reads "EXECUTIVE DECISIONS: A Podcast for Business Leaders," highlighting the journey of a corporate executive rising to the top, and includes a quote about creating an environment for feedback. The name "Sebastian Soria" is also shown.

What It Truly Takes to Rise to the Top with Sebastian Soria (podcast)

October 10, 2022

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

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A man is partially hidden behind a stack of paperwork, holding a sign that says "HELP". Above, the text reads: "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." The logo of SYM Financial Advisors is displayed at the top left.

3 Ways a Financial Advisor Can Help Your Business

September 23, 2022

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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Two white bulldogs with wrinkled faces and stocky builds stand side by side on grass, facing the camera. The background features blurred autumnal foliage, suggesting it is fall. Both dogs have similar expressions, giving them a stern and attentive look—much like seasoned stock market analysts.

The stock market and the economy are not the same.

September 21, 2022

“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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