Logo for SYM Financial Advisors featuring the text "SYM" in large green font and "FINANCIAL ADVISORS" in smaller gray font. There is a graphic of two green, swooping lines beneath "SYM." The background is white.

Portfolio Management

An icon of a video player with a green play button in the center, symbolizing an engaging investment plan. The player interface includes a progress bar at the bottom, with a circular control for navigating through the video. The image is set against a white background.

The Difference the Right Financial Advisor Can Make

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

Read More »
A crossword puzzle made of red and white cubes features the words "CAPITAL" horizontally and "GAIN" vertically intersecting at the letter "A." Below the puzzle, the phrase "FUND DISTRIBUTIONS" is displayed in red, bold, stylized text.

Capital Gains Fund Distributions Explained

  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

Read More »
A man in a suit and red tie is speaking with his hand raised. Behind him is a blue wall and a small bookshelf. To the right, there is a chart with intersecting lines displayed on a screen. The chart and the wall both display the name "SYM Financial." He discusses the impact of increasing minimum wage on the economy.

What Does Increasing the Minimum Wage Do to the Economy?

  ­­­­­­­­­­­­­­­­­­­­­­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

Read More »

How can we help?

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