Andy is a financial enthusiast; call him a fanatic even. When clients make this comment about their investments and their financial plan, it challenges him the most.https://youtu.be/SANGl1YV7WE
SYM Chief Financial Officer tells the story of his very first investment and what he learned at that early age.https://youtu.be/pzN0gqePqj0
What sets SYM Financial Advisors’ investment philosophy apart from others? Asset allocation that provides opportunity for growth and provides important cash flow at the same time. Learn more in this video! https://youtu.be/ql7JGibU8D0
Are you working with a financial advisor? Learn red flags to identify that can save you from losing on taxes, fees, and more.
This is a key detail that often throws a job applicant out of the running, and it is easily prevented! Chief Investment Officer Andy Popenfoose has looked at hundreds of resumes and applications over the years. It surprises him that many well-educated candidates miss this detail. Disclosure: This material is not financial advice, an offer to sell, or a solicitation of an offer to purchase any security managed by SYM Financial Corporation (“SYM”). The opinions
SYM’s yardstick for its investment philosophy is to maximize the net-of-cost and tax returns for clients. In this video Andy explains why balance is key and the nuances matter. Disclosure: This material is not financial advice, an offer to sell, or a solicitation of an offer to purchase any security managed by SYM Financial Corporation (“SYM”). The opinions and assumptions expressed herein are those of SYM Financial Corporation (“SYM”) and are subject to change without
