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The image shows the logo of SYM Financial Advisors. The logo features "SYM" in large green letters with a stylized green swoosh underneath. Below, in smaller grey text, are the words "FINANCIAL ADVISORS.

CIO Corner

A man in a blue suit with a white shirt and blue checkered tie is speaking. Gesturing with his right hand, he stands against a wood-paneled wall accented by blue lighting and a black shelf. Discussing artificial intelligence, his words resonate within the modern setting.

Is AI The Next Big Thing In The Markets?

December 6, 2023

https://youtu.be/V2xtFzia32A?si=jGdQJX4WYGo8aygd We recently asked SYM’s Chief Investment Officer Andy Popenfoose this question. This is a paraphrase of what he shared.  Catch his exact words in the video above. AI is a major force in the economy. AI is a major force in the economy. I have been following the developments of artificial intelligence for a long time. What we have witnessed in the last few quarters is that AI is not only a scientific field,

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A man in a suit is standing next to a screen showing an upward-trending arrow on a green background with the text "SYM Financial Advisors" at the bottom. He appears to be speaking and gesturing, with bookshelves and a globe in the background.

Why Shouldn’t I Just Take the Money Market Return and Be Safe?

November 15, 2023

https://youtu.be/dmVhRvKVm2g We recently asked SYM’s Chief Investment Officer Andy Popenfoose, “Why shouldn’t I just take the money market rate of return and be safe?” This is a paraphrase of what he shared.  Catch his exact words in the video above. Money markets have their appeal but there are long-term drawbacks to consider. Money market rates can be attractive to some investors because they show a nice steady increase with low drama whereas more traditional investments

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Come and visit our quarters or simply send us an email anytime you want. We are open to all suggestions from all clients, old or new.
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Warsaw, IN

(574) 267-2300 801 Park Avenue, Winona Lake, IN 46590

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Indianapolis, IN

(317) 848-2180 9100 Keystone Crossing #560, Indianapolis, IN 46240

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Midland, MI

(989) 631-0244 414 Townsend St # 202, Midland, MI 48640

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Mishawaka, IN

(574) 287-0035 4215 Edison Lakes Pkwy Suite 320 Mishawaka, IN 46545

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Fort Wayne, IN

(260) 387-68227030 Pointe Inverness Way #100, Fort Wayne, IN 46804

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It starts with a phone call. We’ll listen. Then advise on your next best steps toward financial clarity. 800-888-7968.
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