Logo for SYM Financial Advisors featuring the text "SYM" in large green font and "FINANCIAL ADVISORS" in smaller gray font. There is a graphic of two green, swooping lines beneath "SYM." The background is white.

Pre-Retirees & Retirees

Cover of "Executive Decisions: A Podcast for Business Leaders." The background is green with abstract white and gray designs. An upward-pointing arrow is highlighted. Text includes "EP17" and "David Floyd.

Embracing Change and Taking Risks With David Floyd

David Floyd is an “actively retired” medical technology executive, now serving as a board member and advisor in healthcare and life sciences. During his 33-year career as a medical technology executive, David has served as a President and CEO, board member, advisor, and consultant for organizations including OrthoWorx, Abbott Spine, and AxioMed Spine Corporation. He has a background in finance, marketing, and technology, and has helped develop transformational strategies and initiatives that have delivered accelerated

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A wooden mannequin balances on a tightrope, skillfully engaging in risk planning as it carries colorful puzzle pieces labeled with the letters "R", "I", "S", and "K" above its head. The sky in the background is clear and blue.

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 spare tire in the trunk or band aids in the medicine cabinet – just in case. Those of us who drive have car insurance, most of us have healthcare coverage, and either home-owner’s insurance or a renter’s policy. We understand, and even hope, that we never use the insurance and are willing to pay the

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A person wearing glasses examines a computer screen filled with lines of code. The code is reflected in the glasses, highlighting the details of the text, including the word "PASSWORD" visible on the screen. The focus is on the tech-related activity, emphasizing cyber security measures.

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 can be really confusing without good information, and reliable advice from a knowledgeable source is critical. And if you don’t do it right, you are likely to lose your money.  Each individual and business is different; the tools and techniques necessary to protect them vary dramatically.  An online search may render some “top ten steps”

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A wooden desk holds a calculator, glasses, paper clips, a cup of coffee, and a paper titled "Cash Flow Plan" with colorful bar graphs beneath the text.

The Magic of Cash Flow Planning

What is Cash Flow? During our working years, we earn wages from our employers, or profits from our businesses. It’s relatively straightforward to identify the money that comes in, the money that goes out and what’s left over each month. Ideally, that leftover amount accumulates and can be invested for spending in the future. This is cash flow. What happens to future cash flow when we stop working? What happens when the sense of security

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Geometric design with overlapping shapes in green, blue, teal, and purple. The center text reads "The Owner's Corner." Bottom text reads "SYM Financial Advisors" on the left and "EP11 Denny and Kim Fuller" on the right. Highlighting the values of a family owned business.

Working Together in a Family-owned Business and a Family-founded Nonprofit with Denny and Kim Fuller

Denny and Kim Fuller are the former owners of Little Crow Foods, a food company established in 1903. Denny and Kim became the fourth-generation owners of Little Crow Foods after acquiring it in 1983 and managed its operations until the company’s exit from the food industry in 2012. They have been volunteering their time and entrepreneurial skills to the Humanity and Hope United Foundation following the sale of Little Crow Foods. Founded by Denny and

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tax time clock

Your Tax Review Checklist for 2022 filing

As the April 18th tax deadline is approaching, take some time to consider how the following items may apply to your tax situation before submitting your 2022 return. A quick tax review could save you money. Tax Review Checklist Consider the impact of the following before filing your taxes. Realized Gains & Losses Form 1099-B reports your gains and losses for the year. This comes from your account custodian (Schwab, Fidelity, National Advisors Trust, TD

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