Portfolio Management

Protect your Investible Assets from Pig Butchering

July 5, 2023

What is it? A new cyber scam. In our last installment, Cyber Security and Your Digital Assets – SYM Financial Advisors –, we outlined how to build an effective cyber security plan. We hope that you are making headway on securing those digital assets. Part of building a strong cyber security plan requires being informed of the ever-evolving criminal scams that attempt to rob you of your hard-earned assets. Personal vigilance is still one of

Ways to Maximize Your Executive Compensation and Benefits

June 6, 2023

In this episode of Executive Decisions Podcast, host Sarah Delahanty, a certified financial planner, talks about how her firm, SYM Financial Advisors, helps executives understand and maximize their executive compensation and benefits. She emphasizes the importance of diversifying risks and making sure clients have a game plan for the year, including determining what may be beneficial to exercise relating to stock options, selling or retaining restricted stock units, participating in employee stock purchase plans, and

A Word on the Debt Ceiling

May 23, 2023

Chief Investment Officer Andy Popenfoose gives a video update on The U.S. Debt Ceiling and the markets.

Cyber Security and Your Digital Assets

April 13, 2023

Cybersecurity is a complex topic. In many ways, it’s like investing. There are lots of ways to do it, it can be really confusing without good information, and reliable advice from a knowledgeable source is critical. And if you don’t do it right, you are likely to lose your money. Each individual and business is different; the tools and techniques necessary to protect them vary dramatically. An online search may render some “top ten steps”

The Legacy Dan Wheeler Left Us and Why it Matters to You.

March 20, 2023

Are you familiar with the butterfly effect, or how small actions can have big, often unexpected ripple effects? The classic example (and its name source) is a butterfly flapping its wings in one locale altering the air pressure just enough to generate a tornado halfway around the world. Next question: Have you ever heard of Dan Wheeler? Unless you are an independent, fee-only financial advisor, you probably don’t know this unsung hero. But despite his

Tactical Stock Options: Where Should You Invest in the Coming Year?

March 7, 2023

Stock season is upon us, but what does that mean? It’s the time of year when many executives receive compensation in the form of stock options, incentive stock, restricted stock, or performance stock. Here at SYM Financial, we work with some of the best executives, and we have a quick word of advice we want to share in preparing for stock season. You’ve spent the previous year making decisions for your company’s bottom line, and

Protect your Investible Assets from Pig Butchering

Ways to Maximize Your Executive Compensation and Benefits

A Word on the Debt Ceiling

Cyber Security and Your Digital Assets

The Legacy Dan Wheeler Left Us and Why it Matters to You.

Tactical Stock Options: Where Should You Invest in the Coming Year?

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