# SYM Financial Advisors > Independent, commission-free fiduciary financial planning, investment management, and employer retirement plan services for individuals, families, businesses, and institutions. SYM Financial Advisors helps clients grow, manage, and preserve wealth through personalized financial planning and investment guidance. The firm serves households, businesses, and institutions with high-touch, relationship-driven advice backed by 55+ years of experience. > Key features and benefits: - Financial planning to help clients grow and protect wealth - Investment management aligned to long-term financial goals - Employer-sponsored retirement plan management for businesses - Commission-free fiduciary advice focused on client interests - Deep bench of advisors with advanced credentials - Personalized service for individuals, families, businesses, and institutions ## Pages - [Financial Advisor Franklin, TN](https://www.sym.com/financial-advisor-franklin-tn/): SYM Financial Advisors Franklin, TN 3000 Meridian Boulevard Suite 310 Franklin, TN 37067 Invested in the Community Franklin, TN Focus... - [Your Next Step Financial Plan Review](https://www.sym.com/my-next-step-financial-plan/): Your Next-Step Financial Plan Your Life. Your Goals. Our Guidance. Making a Career Transition or Thinking about Retirement? Are you... - [Internships](https://www.sym.com/internships/): Internships What to Expect. The SYM Rotational 12-Week Internship. Mentorship A SYM Financial Advisor is assigned as your own personal... - [SYM ADV Packet](https://www.sym.com/adv-packet/): SYM ADV Packet - [Your Next Step Financial Plan](https://www.sym.com/financial-plan-next-steps/): Your Next-Step Financial Plan Your Life. Your Goals. Our Guidance. Making a Career Transition or Thinking about Retirement? Are you... - [Investing](https://www.sym.com/home/investing/): Investing Your Investments. Your Goals. Our Experience. A better approach to your investment management. An independent firm, free from the... - [Financial Planning](https://www.sym.com/home/financial-planning/): Financial Planning Your Life. Your Goals. Our Guidance. Preserve, Grow, Protect, Give, and Utilize your personal assets optimally. Our fiduciary... - [Careers](https://www.sym.com/career/): Named a 2025 Best RIA to Work * SYM Culture. Work life that complements home life. We didn’t build this... - [SYM Asset Management](https://www.sym.com/sym-asset-management/): SYM Asset Management Your Investments. Your Goals. Our Experience. A better approach to your portfolio management. An independent firm, free... - [Financial Advisor](https://www.sym.com/financial-advisor/): Join Our Team! Step 1. Complete Job Application Financial Advisor Midland, MI APPLY NOW Client Service Representative Fort Wayne, IN... - [Email Us](https://www.sym.com/email-us/): Let’s Connect Email Us. Tell us what led you to SYM so we can best help. We’ll connect you with... - [Ready to Apply](https://www.sym.com/job-application/): Ready to Apply? Apply in 3 Easy Steps: Step 1. Share your resume. UPLOAD RESUME Step 2. Choose one of... - [Schedule an Appointment](https://www.sym.com/schedule-an-appointment/): Schedule Your Appointment Are you financially on track to meet your goals? Let’s talk. SYM offers a confidential financial review... - [Website Privacy Policy](https://www.sym.com/website-privacy-policy/): SYM Financial Advisors is committed to protecting your privacy. The following information explains our policy regarding any personal information you... - [Home](https://www.sym.com/): 800. 888. 7968 Optimize Your Assets Financial Planning to Grow, Manage, Share and Preserve Your Wealth Independent, Commission-Free Fiduciary |... - [Thanks SYM Checklist](https://www.sym.com/insight/thanks-sym-checklist/): Success! The SYM Financial Checklist download your guide now Find more great insights here - [CIO Corner](https://www.sym.com/cio-corner/): CIO Corner Video Insight from SYM’s Chief Investment Officer Meet the man behind the curtain. Chief Investment Officer, Andy Popenfoose.... - [Thanks Business Owner](https://www.sym.com/insight/thanks-business-owner/): Success! Business Owner Tax Checklist download your checklist now Find more great insights here - [Business Owner Tax Checklist](https://www.sym.com/insight/business-owner-tax-checklist/): Tax Checklist for Business Owners Download the Tax Checklist Let us know where you’d like us to send it. Prefer... - [Thanks for joining the Women's Initiative](https://www.sym.com/insight/thanks-womens-initiative/): Success! Thanks for joining us! You’re part of the group now. Feel free to reach out to Michelle as questions... - [Thanks. We Will Contact You.](https://www.sym.com/insight/thanks-we-will-contact-you/): Success! Thanks for reaching out to us! We will contact you shortly. Find more great insights in the meantime - [Complimentary Strategy Session for Corporate Executives](https://www.sym.com/business-owners/complimentary-strategy-session-for-corporate-executives/): Complimentary Strategy Session for Corporate Executives Are you maximizing your compensation? We offer a confidential strategy session at no cost... - [Complimentary Strategy Session for Business Owners](https://www.sym.com/business-owners/complimentary-strategy-session-business-owners/): Complimentary Strategy Session for Business Owners When was the last time you reviewed your business strategies? We offer a confidential... - [Thanks Corporate Executive](https://www.sym.com/insight/thanks-corporate-executive/): Success! Financial Planning for Executives download your guide now Find more great insights here - [Email Subscribe](https://www.sym.com/email-subscribe/): Sign me up! I’d like to receive financial tips and helpful insight from SYM. I’ll get an average of one... - [Privacy Notice](https://www.sym.com/privacy-notice/): SYM Financial Corporation DBA SYM FINANCIAL ADVISORS (“SYM”) SYM Commitment At SYM, protecting your privacy is very important to us.... - [Private Investments](https://www.sym.com/private-investments/): Private Investments A SYM Financial Offering Aligning with the right managers makes the key difference in this challenging space. In... - [Complimentary Advice for Friends and Family](https://www.sym.com/complimentary-advice-for-friends-and-family/): Complimentary Advice for Friends and Family Are you on track to meet your goals? SYM offers a confidential financial review... - [Financial Planning for Executives- A Study in Contrasts](https://www.sym.com/insight/financial-planning-for-executives-a-study-in-contrasts/): Financial Planning for Corporate Executives. Download the Study Let us know where you’d like us to send it. Prefer to... - [The SYM Financial Checklist](https://www.sym.com/insight/financial-checklist/): Get the Financial Checklist Download the Checklist Let us know where you’d like us to send it. Prefer to call... - [Complimentary Financial Review](https://www.sym.com/free-complimentary-financial-review/): Complimentary Financial Review Are you on track to meet your goals? SYM offers a confidential financial review that comes with... - [Women's Perspective](https://www.sym.com/womens-perspective/): Women’s Perspective A SYM Financial Initiative Join the Conversation We come together to gain financial insight, strategies, and enjoy activities... - [Get Term DO NOT EDIT](https://www.sym.com/get-term/) - [Meet Your Team](https://www.sym.com/sym-team/) - [Contact Us](https://www.sym.com/contact-us/): Let’s Connect Give us a call or schedule a meeting. We look forward to helping you! Schedule an Appointment Fort... - [Financial Advisor Warsaw](https://www.sym.com/financial-advisor-warsaw/): SYM Financial Advisors Warsaw, Indiana Area 801 Park Avenue, Winona Lake, IN 46590 Invested in the Community Warsaw Area Focus:... - [Financial Advisor Indianapolis](https://www.sym.com/financial-advisor-indianapolis/): SYM Financial Advisors Indianapolis, IN 9100 Keystone Crossing #560, Indianapolis, IN 46240 Invested in the Community Indianapolis, IN Focus Areas:... - [Financial Advisor Fort Wayne](https://www.sym.com/financial-advisor-fort-wayne/): SYM Financial Advisors Fort Wayne, IN 7030 Pointe Inverness Way #100, Fort Wayne, IN 46804 Invested in the Community Fort... - [Financial Advisor Mishawaka In](https://www.sym.com/financial-advisor-mishawaka-in/): SYM Financial Advisors Mishawaka, IN 4215 Edison Lakes Pkwy Suite 320 Mishawaka, IN 46545 Invested in the Community Mishawaka, IN... - [Financial Advisor Midland Mi](https://www.sym.com/financial-advisor-midland-mi/): SYM Financial Advisors Midland, MI 414 Townsend St # 202, Midland, MI 48640 Invested in the Community Midland, IN Focus... - [Disclosures](https://www.sym.com/disclosures/): Disclosures All information contained on the website and/or social media pages is for informational purposes only and provides a way... - [Wealth Management](https://www.sym.com/wealth-planning/): Wealth Planning A SYM Financial Core Offering Customized for Your Unique Situation Your hobbies, your love for family, your sense... - [Portfolio Management](https://www.sym.com/portfolio-management/): Portfolio Management A SYM Financial Core Offering A better approach to portfolio management. As an independent firm not associated with... - [Employer Retirement Plans](https://www.sym.com/employer-sponsored-retirement-plans/): Employer Retirement Plans Employer Retirement Plans Explore the possibilities for your business. Schedule a 30-minute discussion with a plan specialist... - [Nonprofits and Foundations](https://www.sym.com/nonprofits/): Nonprofits & Foundations A SYM Financial Niche Managing the strongest resource behind your mission and your people: your fiscal strength.... - [Business Owners](https://www.sym.com/business-owners/): Business Owners A SYM Financial Niche What could you accomplish with a firm like SYM working for you? SYM has... - [Healthcare Professionals](https://www.sym.com/healthcare-professionals/): Healthcare Professionals SYM Financial Wealth Management We do more than scratch the surface of wealth management for medical and dental... - [Insights](https://www.sym.com/insight/): Insights We’ve created a wealth of resources. Read more, learn more! - [Community](https://www.sym.com/community/): Community SYM believes in community involvement. We put our money where our mouth is and we put our people there,... - [SYM Office Locations](https://www.sym.com/sym-office-locations/): SYM Office Locations At SYM, financial planning, investment management, and 401ks are our business. SYM Financial has offices throughout Indiana... - [Corporate-executives](https://www.sym.com/corporate-executives/): Corporate Executives Corporate Benefits and Compensation Planning You’re smart, capable, and great at what you do. We are too. Working... - [Pre-Retirees & Retirees](https://www.sym.com/retirement-planning/): Retirement Planning See Offerings Explore how it all began and what we can do for you today. View Brochure Book... - [Home OLD](https://www.sym.com/home-old/): Asking the right questions for Wealth Planning Portfolio Management Employer Retirement Plans Top 150 Fee-Only RIAs* see the list Proud... ## Posts - [Should I Pay Off My Mortgage Before Retiring?](https://www.sym.com/should-i-pay-off-my-mortgage-before-retiring/): QUICK ANSWER For most pre-retirees, paying off your mortgage before retirement often reduces your fixed monthly costs, simplifies cash flow,... - [Red flags when evaluating your financial service provider.](https://www.sym.com/red-flags-financial-service-provider/): Are you working with a financial advisor? Learn red flags to identify that can save you from losing on taxes,... - [SYM Financial Advisors' Investment Philosophy](https://www.sym.com/sym-financial-advisors-investment-philosophy/): What sets SYM Financial Advisors’ investment philosophy apart from others? Asset allocation that provides opportunity for growth and provides important... - [SYM Services](https://www.sym.com/sym-services/): We believe it is important that your financial advisor provides guidance on your whole financial equation. We believe you get... - [How Does SYM Financial Decide on What to Invest?](https://www.sym.com/how-does-sym-financial-decide-on-what-to-invest/): SYM’s yardstick for its investment philosophy is to maximize the net-of-cost and tax returns for clients. In this video Andy... - [Advice for Young Job Seekers](https://www.sym.com/advice-for-young-job-seekers/): This is a key detail that often throws a job applicant out of the running, and it is easily prevented!... - [Understanding Equity-Based Compensation When Facing a Job Change](https://www.sym.com/understanding-equity-based-compensation-when-facing-a-job-change/): Common Questions Professionals Ask Us A job change is often a catalyst for financial growth, but it’s also when equity-based... - [Investing Myth Buster #1](https://www.sym.com/investing-myth-buster-1/): Disclosure: This material is not financial advice, an offer to sell, or a solicitation of an offer to purchase any... - [Investing Myth Buster #2](https://www.sym.com/investing-myth-buster-2/): Disclosure: This material is not financial advice, an offer to sell, or a solicitation of an offer to purchase any... - [The Importance of Ownership Structure](https://www.sym.com/the-importance-of-ownership-structure/): Why Our Ownership Structure Matters (More Than You Might Think) At SYM Financial Advisors, ownership isn’t a footnote; it’s our... - [Investing Rules of Thumb](https://www.sym.com/investing-rules-of-thumb/): What are the investing rules of thumb I should know? CIO Andy Popenfoose talks about some common ones and gives... - [Top 3 Ways Your Company’s Retirement Plan Could Save You Money](https://www.sym.com/top-3-ways-your-companys-retirement-plan-could-save-you-money/): If You’re Looking at It the Right Way Most organizations think of their employer‑sponsored retirement plan as an obligation: a... - [Top 6 Financial Strategies Corporate Executives Should Know](https://www.sym.com/top-6-financial-strategies-corporate-executives/): If you’re a corporate executive, you know your financial life is anything but simple. Between stock options, pensions, benefits, and... - [The Most Common Financial Mistakes Dentists Make](https://www.sym.com/the-most-common-financial-mistakes-dentists-make/): Dentistry is incredibly rewarding, but let’s be honest, the financial side of your career can get complicated fast. As a... - [Top 6 Financial Strategies Corporate Executives in Nashville Should Know](https://www.sym.com/top-6-financial-strategies-corporate-executives-in-nashville-should-know/): We understand Nashville isn’t just the heart of country music, it’s one of the fastest-growing metropolitan areas in the nation.... - [Stock Options Strategies for Success](https://www.sym.com/stock-option-strategies-for-success/): A deliberate and thoughtful stock options strategy can maximize your wealth by harnessing the power of a significant part of... - [Does Your Company Retirement Plan Stack Up?](https://www.sym.com/does-your-company-retirement-plan-stack-up-2/): https:// In this episode of the SYM Financial Podcast, we talk openly about how important it is to approach retirement... - [How to have confidence in your financial future when investing.](https://www.sym.com/how-to-have-confidence-in-your-financial-future-when-investing/): Disclosure: This material is not financial advice, an offer to sell, or a solicitation of an offer to purchase any... - [Uncommon Relationships produce Uncommon Results. What does that mean for an investor?](https://www.sym.com/uncommon-relationships-produce-uncommon-results/): Uncommon Relationships can produce Uncommon Results. Why is this tagline important to SYM Financial Advisors? And what does it mean... - [2026 IRS limits announced](https://www.sym.com/2026-irs-limits-announced/): NOTE: If you are viewing this on a mobile phone, turn your screen horizontally to align the columns. The U.... - [Does Your Company Retirement Plan Stack Up?](https://www.sym.com/does-your-company-retirement-plan-stack-up/): In this episode of the SYM Financial Podcast, we dive into how retirement planning has evolved, especially with the rise... - [Best Financial Advice Learned from School](https://www.sym.com/best-financial-advice-learned-from-school/): What’s the best financial advice that you learned in school? SYM Chief Investment Officer Andy Popenfoose answers may surprise you.... - [Advice for those in the military considering their investment plan](https://www.sym.com/advice-for-those-in-the-military-considering-their-investment-plan/): Disclosure: This material is not financial advice, an offer to sell, or a solicitation of an offer to purchase any... - [Strategic Charitable Giving: A Smart Way to Give Back and Save on Taxes](https://www.sym.com/strategic-charitable-giving-a-smart-way-to-give-back-and-save-on-taxes/): Charitable giving isn’t just about generosity—it’s also a powerful financial strategy. Whatever your passion, there are several ways to support... - [Five Estate Planning Myths Debunked](https://www.sym.com/five-estate-planning-myths-debunked/): Estate planning isn’t just for the wealthy or retired, it is for anyone who wants to protect and direct what... - [Inflation and Saving for Retirement](https://www.sym.com/inflation-and-saving-for-retirement/) - [2025 Summer Market Trends to Watch](https://www.sym.com/2025-summer-market-trends-to-watch/): What SYM’s Investment Team is watching right now and why. We asked SYM Chief Investment Officer: What trend is the... - [Balancing Risk & Opportunity in Today's Markets](https://www.sym.com/balancing-risk-and-opportunity-in-todays-markets/): Strategies for keeping investment risk and opportunity balanced We asked SYM Chief Investment Officer: In today’s markets, how are you... - [Advice for a 22 Year Old](https://www.sym.com/advice-for-a-22-year-old/): Standing out in the Job Market Chief Investment Officer Andy Popenfoose gives a surprisingly simple tip for being competitive in... - [The One Big Beautiful Bill Act (OBBBA): What You Need to Know](https://www.sym.com/the-obbba/): The New Bill – The OBBBA. We know it legally as H. R. 1. This U. S. federal statute was... - [Everyone Needs a Financial Plan](https://www.sym.com/everyone-needs-a-financial-plan/): Recently SYM Financial Advisors’ very own Michelle Hipskind spoke with Business People Magazine. In her interview she outlines 5 steps... - [Life 2.0: Finding Purpose Beyond Retirement](https://www.sym.com/executive-decisions-with-todd-and-cindy-shinabarger/): In today’s episode of Executive Decisions, host Sarah Delahanty speaks with Todd and Cindy Shinabarger about their inspiring journey of... - [Deadline for Business Owners to Consider](https://www.sym.com/deadline-for-business-owners-to-consider/): As 2024 comes to a close, remember the January 1, 2025 deadline to file your Beneficial Ownership Information (BOI) report... - [Why not invest entirely in the asset that is outperforming?](https://www.sym.com/why-not-invest-entirely-in-the-asset-that-is-outperforming/): We asked SYM Chief Investment Officer: Why not invest entirely in the asset that is outperforming? This is what he... - [2025 IRS limits announced](https://www.sym.com/2025-irs-limits-announced/): The IRS recently announced 2025 limits affecting retirement plans and other qualified savings vehicles. New in 2025, you could have... - [How Do Elections Affect Portfolios?](https://www.sym.com/how-do-elections-affect-investments/) - [Prioritizing Various Types of Savings](https://www.sym.com/prioritizing-various-savings/): Saving is a key element to financial planning. How do you know that you are saving in the right places... - [The Entrepreneur’s Path: Scott Holmes on Growth, Risks, and Retirement](https://www.sym.com/owners-corner-scott-holmes-on-growth-risks-and-retirement/): In today’s episode of the Owner’s Corner Podcast, host Seth Whicker is joined by Scott Holmes, founder of ABI Attachments... - [What are SYM's thoughts on "Sell in May and Go Away"?](https://www.sym.com/what-are-syms-thoughts-on-sell-in-may-and-go-away/) - [Are you viewing life from an airplane?](https://www.sym.com/are-you-viewing-life-from-an-airplane/): See how one corporate executive put an end to the work travel and began enjoying life with the people most... - [From Global Sales to Local Impact: The Journey of Entrepreneurship with Edward Hayes](https://www.sym.com/from-global-sales-to-local-impact-the-journey-of-entrepreneurship-with-edward-hayes/): In this episode of the Owner’s Corner podcast hosted by Seth Whicker, special guest Edward Hayes discusses the intricacies of... - [From Airplanes to Orthopedics: Leadership Lessons Learned Along the Journey with Todd Davis](https://www.sym.com/executive-decisions-with-todd-davis/): In today’s episode of Executive Decisions, host Sarah Delahanty sits down with Todd Davis who shares his rich career history... - [From Nursing to Quantum Healing: A Journey of Compassion and Technology with Saghi Togashi](https://www.sym.com/from-nursing-to-quantum-healing-a-journey-of-compassion-and-technology-with-saghi-togashi/): In this episode of EmpowHER, host Michelle Hipskind sits down with Saghi Togashi, a quantum energy and Reiki energy facilitator.... - [A Holistic Approach to Professional and Personal Development with Dr. Drew Flamm](https://www.sym.com/executive-decisions-with-dr-drew-flamm/): In today’s episode of Executive Decisions, host Sarah Delahanty sits down with Dr. Drew Flamm, President of Grace College &... - [Charting the Behavioral Landscape: A Journey of Compassion and Coaching with Steve Gundy](https://www.sym.com/owners-corner-with-steve-gundy/): In this episode: Host Seth Whicker converses with Steve Gundy, a seasoned professional in behavioral health and owner of a... - [Empowering Homeownership: Navigating Mortgages and Market Trends with Tina Bennett](https://www.sym.com/empower-with-tina-bennett/): In this episode featuring special guest Tina Bennett from Hallmark Home Mortgage, they delve into the intricacies of mortgage debt,... - [From Pacemakers to Entrepreneurship: Navigating the Medical Device Industry with Tim Early](https://www.sym.com/executive-decisions-with-tim-early/): In this episode: In this episode of Executive Decisions, guest hosted by Seth Whicker, guest Tim Early, CEO of DreamOn... - [10 Main Changes to FAFSA](https://www.sym.com/ten-changes-to-fafsa/): Dreading the FAFSA this year? Things just got better. You may have heard that the federal Student Aid office revamped... - [Packaging Unwrapped: A Journey through the Medical Device Industry with Tim Early](https://www.sym.com/owners-corner-with-tim-early/): In this episode of the Owner’s Corner, host Seth Whicker welcomes Tim Early, CEO of DreamOn Group, for a deep... - [Long Term Care Insurance: A New Overview](https://www.sym.com/long-term-care-insurance-a-new-overview/): Much of today’s population will eventually require some form of long term medical or personal assistance care as they age.... - [What happens to your cell phone if something happens to you?](https://www.sym.com/what-happens-to-your-cell-phone-if-something-happens-to-you/): Imagine losing your cellphone. In an instant, contact information for everyone you know is gone. Thousands of pictures and other... - [What You Should Know About the Messy Middle of Life Limiting Illnesses](https://www.sym.com/empowher-leslie-friedel/): We live longer but our capacity is diminishing and in practical care giving it’s not always clear who is making... - [The Difference the Right Financial Advisor Can Make](https://www.sym.com/the-difference-the-right-financial-advisor-can-make/): You have likely been told at least once that you need a financial advisor. Perhaps you know it, but it... - [Is AI The Next Big Thing In The Markets?](https://www.sym.com/is-ai-the-next-big-thing-in-the-markets/): https://youtu. be/V2xtFzia32A? si=jGdQJX4WYGo8aygd We recently asked SYM’s Chief Investment Officer Andy Popenfoose this question. This is a paraphrase of what... - [Investment Lessons from 2023 and Strategies for 2024.](https://www.sym.com/investment-lessons-from-2023-and-strategies-for-2024/): https://youtu. be/w4CRajeoMuQ - [What Would Cause SYM to Adjust Its Risk Mitigation Approach?](https://www.sym.com/what-would-cause-sym-to-adjust-its-risk-mitigation-approach/): https://youtu. be/WSrUYBksT1o - [Should Gold Be in My Portfolio?](https://www.sym.com/should-gold-be-in-my-portfolio/): https://youtu. be/jJ5MC7coaMg - [China, Russia, and The Reserve Currency Status](https://www.sym.com/china-russia-and-the-reserve-currency-status/): https://youtu. be/kvhWRcacwY0 - [Why Not Eliminate Stocks and Stay Exclusively with Bonds?](https://www.sym.com/why-not-eliminate-stocks-and-stay-exclusively-with-bonds/): https://youtu. be/HqkHbRbcSgQ - [What Does Increasing the Minimum Wage Do to the Economy?](https://www.sym.com/what-does-increasing-the-minimum-wage-do-to-the-economy/): ­­­­­­­­­­­­­­­­­­­­­­We recently asked SYM’s Chief Investment Officer Andy Popenfoose this question. This is a paraphrase of what he shared. Catch... - [Capital Gains Fund Distributions Explained](https://www.sym.com/capital-gains-fund-distributions-explained/): As typically occurs at year-end, some of the funds in your SYM portfolio are expected to pay capital gains distributions... - [Bridging the Gap: How Matt Roskuski Helps Companies Work as One](https://www.sym.com/owners-corner-matt-roskuski/): Owner of Status Go Consulting, Matt Roskuski, has over two decades of executive-level sales and marketing experience. He has worked... - [How Does Inflation Impact My Retirement Outcomes?](https://www.sym.com/how-does-inflation-impact-my-retirement-outcomes/): https://youtu. be/buU-OcSuj68 - [Want to Sell Your Business? Critical Steps to Exit Planning Revealed with Gordon Bell](https://www.sym.com/with-gordon-bell/): Gordon Bell is the Founder and CEO of The Midland Group, a business advisory firm based in Fort Wayne, Indiana.... - [Is Your Portfolio Underperforming … Compared to What?](https://www.sym.com/is-your-portfolio-underperforming-compared-to-what/): Ah, we restless humans. Sometimes, it pays to strive for greener grass. But as an investor, second-guessing a stable strategy... - [5 Estate Tax Mitigation Techniques You Should Consider](https://www.sym.com/5-estate-tax-mitigation-techniques-you-should-consider/): The Tax Cuts and Jobs Act In 2017, The Tax Cuts and Jobs Act doubled the amount that someone could... - [How did being a platoon leader prepare you to be SYM's CIO?](https://www.sym.com/how-did-being-a-platoon-leader-prepare-you-to-be-syms-cio/): https://youtu. be/iCXf3jj49Bg - [How Can I Protect My Nest Egg in this Volatile Market?](https://www.sym.com/how-can-i-protect-my-nest-egg-in-this-volatile-market/): https://youtu. be/imkMlFKDPEU - [Should I Change My Bond Strategy?](https://www.sym.com/should-i-change-my-bond-strategy/): https://youtu. be/WWq438LwPco - [Why Shouldn't I Just Take the Money Market Return and Be Safe?](https://www.sym.com/why-shouldnt-i-just-take-the-money-market-return-and-be-safe/): https://youtu. be/dmVhRvKVm2g We recently asked SYM’s Chief Investment Officer Andy Popenfoose, “Why shouldn’t I just take the money market rate... - [2024 IRS limits announced](https://www.sym.com/2024-irs-limits-announced/): The IRS recently announced 2024 limits affecting retirement plans and other qualified savings vehicles. The amounts have increased in almost... - [How a Values-Driven Culture Attracts Ideal Clients with Matt Schrock](https://www.sym.com/owners-corner-with-matt-schrock/): In this episode Matt Schrock discusses the journey that led him to joining the family construction business, DJ Construction. He... - [Strategies for Protecting Your Family with Medicaid Featuring Lindsay Koler](https://www.sym.com/empowher-lindsay-koler/): This podcast episode discusses Medicaid planning and how it can be used as an asset protection tool rather than just... - [Cultivating Diverse Leaders and Inclusive Culture with Dionna Topps James](https://www.sym.com/executive-decisions-with-dionna-topps-james/): Dionna has been with Whirlpool Corporation for 15 years and currently leads the Whirlpool Sales Enablement Team as well as... - [Ensuring Your Pets are Cared For After You're Gone](https://www.sym.com/empowher-pets/): In this quick but packed full of information episode, Michelle discusses the importance of including plans for your pets in... - [Understanding Hidden Nuggets within the SECURE Act](https://www.sym.com/secure-act-changes/): We have a quick tactical nugget for you on this latest episode of the EmpowHER podcast. In this episode, Michelle... - [Insight on Risks, Rewards, and the True Measure of Wealth with Dennis McKeever](https://www.sym.com/executive-decisions-with-dennis-mckeever/): Dennis McKeever has a bachelor’s degree in chemistry from the University of Pittsburgh along with a PhD in physical chemistry... - [Navigating the Maze of Charitable Giving and Trusts with Melissa Wolf](https://www.sym.com/owners-corner-melissa-wolf/): Melissa Wolf, CPA joined Baden Gage & Schroeder, LLC in 2012 with over seven years of tax experience specializing in... - [Financial Planning for College](https://www.sym.com/financial-planning-for-college/): Are you planning to help your children with getting a degree someday? Financial planning for college has become a big... - [From Frogman to CEO: How Special Ops Skills Translate to Corporate Success with Matt Stevens](https://www.sym.com/executive-decisions-matt-stevens/): Matt Stevens transitioned from the U. S. Navy in July 2017 after serving for 26 years as a SEAL. He... - [Empowering Young Women: Life Lessons from Softball with Coach Erin Ehler](https://www.sym.com/empowher-erin-ehler/): Meet Erin Ehler, head coach of the Huntington University Women’s Softball program. Listen in while she and Michelle talk about... - [A Word on Small-Cap Value Stocks](https://www.sym.com/a-word-on-small-cap-stocks/): Chief Investment Officer Andy Popenfoose shares thoughts on small-cap value stocks. He reviews the wild ride they have had year-to-date... - [Financial Wisdom Across Generations](https://www.sym.com/empowher-with-rickie-kohne-and-laura-murray/): Lessons Learned and Regrets Avoided with Rickie Kohne and Laura Murray In this episode we have an energetic conversation across... - [Celebrate Your Resolve](https://www.sym.com/resolve-markets/): Recent numbers are now in, with good news to share. With some financial analysts describing a “gravity-defying” “monster rally” across... - [Balancing Growth and Experience with Ed Mohr](https://www.sym.com/balancing-growth-and-experience-with-ed-mohr/): Ed Mohr is the retired Vice President of Total Rewards at Whirlpool Corporation, a Fortune 200 company specializing in home... - [How Much Do I Need to Retire?](https://www.sym.com/empowher-podcast-how-much-do-i-need-to-retire/): Michelle Hipskind, CERTIFIED FINANCIAL PLANNER™ and overseer of the Empower Women’s Financial Education Program, discusses the question, “How much do... - [Protect your Investible Assets from Pig Butchering](https://www.sym.com/protect-your-investible-assets-from-pig-butchering/): What is it? A new cyber scam. In our last installment, Cyber Security and Your Digital Assets – SYM Financial... - [When Passion, Community, and Business Meet with Maggie Browning](https://www.sym.com/owners-corner-maggie-browning/): Maggie Browning is the Franchise Partner of the Burn Boot Camp locations at Fishers and Zionsville, Indiana. Burn Boot Camp... - [Unlocking the Mystery of Nonprofit Finances: Your Donations' Impact Uncovered with Carrie Minnich](https://www.sym.com/empowher-with-carrie-minnich/): Carrie Minnich is a Partner at DWD CPAs & Advisors and is in-charge of the Nonprofit Services Team. She earned... - [Blazing Trails and Giving Back with Jenée Velasquez](https://www.sym.com/blazing-trails-and-giving-back-with-jenee-velasquez/): Jenée Velasquez is the Executive Director of The Herbert H. and Grace A. Dow Foundation, a prestigious organization dedicated to... - [Ways to Maximize Your Executive Compensation and Benefits](https://www.sym.com/executive-decisions-executive-compensation/): In this episode of Executive Decisions Podcast, host Sarah Delahanty, a certified financial planner, talks about how her firm, SYM... - [Inheriting Financial Relationships](https://www.sym.com/inheriting-financial-relationships/): In this episode of the EmpowHER Podcast, Michelle Hipskind, a certified financial planner, discusses the phenomenon of women inheriting investment... - [Growing a One-Person HVAC Business with Reid Arnold](https://www.sym.com/owners-corner-reid-arnold/): Reid Arnold is the owner of Arnold Mechanical LLC. Reid began his journey in the HVAC industry at the young... - [A Word on the Debt Ceiling](https://www.sym.com/a-word-on-the-debt-ceiling/): Chief Investment Officer Andy Popenfoose gives a video update on The U. S. Debt Ceiling and the markets. - [Navigating the Nightmare of Probate with Heidi Adair](https://www.sym.com/empower-heidi-adair/): Heidi Adair is a partner at Beers Mallers whose legal practice is focused in the areas of Estate Planning and... - [The Importance of Buy Sell Agreements](https://www.sym.com/the-importance-of-buy-sell-agreements/): In this episode of the Owner’s Corner podcast, host Seth Whicker, a certified financial planner, stresses the importance of having... - [Embracing Change and Taking Risks With David Floyd](https://www.sym.com/executive-decisions-david-floyd/): David Floyd is an “actively retired” medical technology executive, now serving as a board member and advisor in healthcare and... - [The EOS Advantage with Jill Young](https://www.sym.com/owners-corner-with-jill-young/): Jill Young is the Head Coach and Expert EOS Implementer at EOS Worldwide. Having been an EOS implementer since 2014,... - [Dealing with the Rising Cost of Healthcare and other Risk Planning](https://www.sym.com/dealing-with-the-rising-cost-of-healthcare-and-other-risk-planning/): Planning for contingencies is so much a part of day-to-day life we forget we even do it. Like keeping a... - [Cyber Security and Your Digital Assets](https://www.sym.com/cyber-security-and-your-digital-assets/): Cybersecurity is a complex topic. In many ways, it’s like investing. There are lots of ways to do it, it... - [Facing Issues in The Community Head-on with Rich Haddad](https://www.sym.com/executive-decisions-rich-haddad/): Rich Haddad is the former COO of SYM Financial Advisors and the current President and CEO at K21, overseeing all... # # Detailed Content ## Pages ## Posts > - [XML Sitemap](https://www.sym.com/sitemap.xml): Site index for search engines and AI systems