SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.

Portfolio Management

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Green video player icon with a play button for SYM Financial Advisors.

The Difference the Right Financial Advisor Can Make

December 20, 2023

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

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Capital Gains Fund Distributions Explained

December 6, 2023

  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

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: a man in a suit gesturing within a speech bubble icon above the text “ANDY’S INSIGHT,” representing SYM Financial Advisors.

What Does Increasing the Minimum Wage Do to the Economy?

December 6, 2023

  ­­­­­­­­­­­­­­­­­­­­­­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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