SYM logo

Health Care Professionals

Profiting From an Advisory Relationship – Wealth Management for Medical Professionals

“Rely not on the likelihood of the enemy not coming, but on our own readiness to receive him; not on the chance of his not attacking, but rather on the fact that we have made our position unassailable.”  – Sun Tzu, the Art of War The ancient military general, strategist and philosopher Sun Tzu’s words are still worth heeding. Interestingly, they also draw strong parallels to our relationship with money. When it comes to high

Read More »

A Good Financial Advisor Extends Well Beyond the Portfolio

Particularly during challenging times in the market, it can be easy to forget that the end goal of comprehensive planning goes well beyond choosing investments. Investors who keep a critical eye to their portfolio may sometimes overlook other, more subtle indicators along the path to long-term financial success. These contributions are less quantifiable on a quarterly performance statement, but valuable nonetheless. Cost-effective investment implementation: When measured against overall wealth, the costs associated with investments may

Read More »

An Introduction to Medicare

At some point, we will all need to learn about Medicare, its associated programs, and terminology. Take this opportunity to review your own knowledge, or forward to a friend or coworker.  We’re always pleased to hear from you, so reach out with any questions. Medicare Defined Medicare is a national health insurance program offered by the federal government to provide health care insurance to certain individuals. Those eligible include people aged 65 and older, younger

Read More »

How can we help?

This field is for validation purposes and should be left unchanged.