SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.

Pre-Retirees & Retirees

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: SYM Financial Advisors logo for Investment Fundamentals Part 2, featuring a hand placing a commission-free fiduciary block onto a rising chart.

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

Read More »
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: SYM Financial Advisors logo and graphic reading “Part 1 Investment Fundamentals,” featuring an illustration of a hand placing a block onto a rising chart to represent our commission-free fiduciary approach.

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

Read More »
The US Capitol building dome against a blue sky with the text “THE SECURE ACT 2.0,” presented by SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients.

What’s in the SECURE 2.0 Act?

January 5, 2023

How will the Secure 2.0 Act affect your retirement? The original SECURE Act was signed into law on December 20th, 2019. Its “sequel,” the SECURE 2.0 Act, was just enacted at year-end on December 29th, 2022. Both pieces of legislation seek to reform how Americans prepare for retirement while juggling current spending needs. How, when, or will each of us retire? How can government incentives, regulations, and safety nets help more people safely do so—or

Read More »
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A green highway sign against a sunset sky that reads, “Time to Retire?” for SYM Financial Advisors.

Life 2.0: Financial Considerations When Exiting the Corporate Life

December 28, 2022

If you’re a C-suite executive who plans on exiting the corporate life, you may want to take your foot off the proverbial accelerator. While visions of sipping a margarita by the beach alongside your loved ones may be filling your daydreams, we also know you’d like the peace of mind that financial security brings when you do make your departure. Before making life-altering decisions like retirement or career changes, you’ll want to make sure your

Read More »
An infographic from SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients, stating that healthy 55-year-old couples are likely to spend more on healthcare than those in fair or poor health, accompanied by illustrations of a medical professional, a clipboard, and a microscope.

Hidden Healthcare Costs in Retirement

December 9, 2022

Most people begin to form a picture of what they’d like their retirement to look like as the years progress. They may have a good sense of where they want to live, who they want to spend their time with, and what activities they’d like to enjoy. While some aspects of this hypothetical “retirement brochure” can have costs reasonably estimated, there are other items that are less concrete, or that may get overlooked altogether. One

Read More »
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: hands review charts, documents, and a calculator over a world map background, representing SYM Financial Advisors monitoring calendar dates, company health, and macroeconomic conditions.

Key Features of Executive Compensation Packages

November 1, 2022

Whether evaluating competing offers for a new position or placement, or desiring to broaden understanding of a current package, looking at the key components of executive compensation packages can be a valuable exercise. Doing so can help ensure fair and equitable earnings are being offered and can help an executive avoid common mistakes and pitfalls that can prove quite costly. It’s important for an executive to approach their compensation in the same way they might

Read More »

Podcasts

CIO Corner

Topics

Book a Meeting

No cost. No obligation.
An exploratory discussion with an advisor.
Click Here