CIO Corner

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: a man in a suit gesturing within a speech bubble icon above the text “ANDY’S INSIGHT,” representing SYM Financial Advisors.

Investing Myth Buster #2

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 notice. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: a man in a suit gesturing within a speech bubble icon above the text “ANDY’S INSIGHT,” representing SYM Financial Advisors.

Investing Myth Buster #1

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 notice. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: a man in a suit gesturing within a speech bubble icon above the text “ANDY’S INSIGHT,” representing SYM Financial Advisors.

Investing Rules of Thumb

What are the investing rules of thumb I should know? CIO Andy Popenfoose talks about some common ones and gives examples on how much to focus on stocks versus bonds based on where you are in life. 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

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: a man in a suit gesturing within a speech bubble icon above the text “ANDY’S INSIGHT,” representing SYM Financial Advisors.

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 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 notice. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: a man in a suit gesturing within a speech bubble icon above the text “ANDY’S INSIGHT,” representing SYM Financial Advisors.

Uncommon Relationships produce Uncommon Results. What does that mean for an investor?

Uncommon Relationships can produce Uncommon Results.   Why is this tagline important to SYM Financial Advisors?  And what does it mean for an investor?   CIO Andy Popenfoose explains how SYM Financial Advisors works to achieve this for clients in this video. Its often the low client to investor ratio that makes the tangible difference. Understanding an investor’s personal needs for cashflow, for today and in the future, impacts the investment selections that will feed

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: a man in a suit gesturing within a speech bubble icon above the text “ANDY’S INSIGHT,” representing SYM Financial Advisors.

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 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 notice. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More

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