Portfolio Management

Some strategists are warning about the possibility of rising inflation in the U.S. Take the boom in government spending and borrowing, to start. Add the pent-up demand for vacations, concerts, dinners out, and nice clothing for special occasions (all the things that we have not spent money on during the pandemic). Now, consider that many American families saw an increase in their real personal income in 2020 — starting with those who did not suffer

SYM senior financial advisor and principal Seth Whicker talks with Chief Investment Officer Andy Popenfoose about the impact of Covid-19 on the markets.  This podcast answers questions such as: Where will the markets go in 2021 and beyond? What did Covid-19 do to the investment market? What did we learn about investing in a pandemic? What do I need to know for investing in 2021 and beyond? Supporting charts and visuals

Though the ultimate goal of diversification is not necessarily to boost performance—it won’t ensure gains or guarantee against losses— once you target a level of risk based on your goals, time horizon, and tolerance for volatility, diversification has the potential to improve returns within that level of risk. What is Diversification? Diversification is simply another way of saying, “spread out your risk” or “don’t put all your eggs in one basket.”  Diversifying your investments helps

The short-term market we are seeing today reminds me of my job before I became a financial advisor. My previous profession was as a Navy pilot flying the F-14 Tomcat. One of the most uncomfortable feelings I ever had occurred while in-flight refueling on a very dark night over the ocean. By Steve Yeager, AIF®, MBA, Principal and Senior Financial Advisor Flying Blind If you want to know what a dark night over the ocean

Volatility is the word when you consider the Covid-19 Financial Market. The coronavirus (COVID-19) scare is escalating and a logical question has moved to the forefront: Is this downswing different? Is coronavirus going to permanently bring down markets in a way those past crises could not? The historic litany of disease outbreaks, armed conflict flashpoints, political game-changers, and other alarms all generated fear of the unknown. However, the nature of markets allows them to still