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Portfolio Management

A man in a suit is standing next to a screen showing an upward-trending arrow on a green background with the text "SYM Financial Advisors" at the bottom. He appears to be speaking and gesturing, with bookshelves and a globe in the background.

Why Shouldn’t I Just Take the Money Market Return and Be Safe?

November 15, 2023

https://youtu.be/dmVhRvKVm2g We recently asked SYM’s Chief Investment Officer Andy Popenfoose, “Why shouldn’t I just take the money market rate of return and be safe?” This is a paraphrase of what he shared.  Catch his exact words in the video above. Money markets have their appeal but there are long-term drawbacks to consider. Money market rates can be attractive to some investors because they show a nice steady increase with low drama whereas more traditional investments

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A man in a suit, glasses, and a striped tie bends under the heavy weight of three large binders labeled "TAX" stacked on his back. He appears strained as he balances the oversized folders, symbolizing the burden of estate tax mitigation, against a green background.

5 Estate Tax Mitigation Techniques You Should Consider

November 15, 2023

The Tax Cuts and Jobs Act In 2017, The Tax Cuts and Jobs Act doubled the amount that someone could pass to their heirs without incurring Federal estate tax. As a result, many families have enjoyed relief from the federal estate tax. In 2023, an individual can pass just under $13 million ($26 million for a couple) to their heirs without getting hit by the 40% federal estate tax. There is an important caveat note,

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