Advice for a 22 Year Old
August 13, 2025
Standing out in the Job Market Chief Investment Officer Andy Popenfoose gives a surprisingly simple tip for being competitive in the job market.
Portfolio Management
Balancing Risk & Opportunity in Today’s Markets
August 13, 2025
Strategies for keeping investment risk and opportunity balanced We asked SYM Chief Investment Officer: In today’s markets, how are you balancing risk and opportunity? This is what he said. Disclosure: 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 information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2
2025 Summer Market Trends to Watch
August 13, 2025
What SYM’s Investment Team is watching right now and why. We asked SYM Chief Investment Officer: What trend is the Investment Team watching right now? This is what he said. Disclosure: 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 information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part
Why not invest entirely in the asset that is outperforming?
November 4, 2024
We asked SYM Chief Investment Officer: Why not invest entirely in the asset that is outperforming? This is what he said.
Prioritizing Various Types of Savings
July 11, 2024
Saving is a key element to financial planning. How do you know that you are saving in the right places at the right time? This visual provides guidance around how we at SYM Financial Advisors prioritize savings and investments with tax efficiency in mind. Contact us to dive deeper and customize your financial plan. 800-888-7968.
