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.
You have likely been told at least once that you need a financial advisor. Perhaps you know it, but it isn’t getting prioritized over the other things on your to-do list. Maybe you don’t fully understand how one can benefit you. You could even think it is not worth the cost. There is evidence a financial advisor will actually save you money in various ways. You can read more about that in this blog. Consider
As typically occurs at year-end, some of the funds in your SYM portfolio are expected to pay capital gains distributions in December. Because such distributions may impact your 2023 tax planning, we’d like to offer some thoughts about the process. Because mutual funds do not pay taxes, they must pay realized gains and income to shareholders in cash. As required by law, mutual funds distribute all realized capital gains and dividends on an
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. The Classic Set up of Two Curves Early labor economics curriculum teaches us about two curves, the supply of labor and the demand of labor. These two curves show how many workers and employers are willing to work and pay for different wages. Here is an example
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