Wealth Planning

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

Your Tax Review Checklist for 2022 filing

February 28, 2023

As the April 18th tax deadline is approaching, take some time to consider how the following items may apply to your tax situation before submitting your 2022 return. A quick tax review could save you money. Tax Review Checklist Consider the impact of the following before filing your taxes. Realized Gains & Losses Form 1099-B reports your gains and losses for the year. This comes from your account custodian (Schwab, Fidelity, National Advisors Trust, TD

Four Ways to Apply the 80/20 Rule to Your Financial Pursuits

February 20, 2023

Ever heard of the 80/20 rule? It suggests 80% of an outcome is often the result of just 20% of the effort you put into it. This doesn’t always work. Sometimes, it’s worth going the extra mile. But often, by prioritizing the 20% of your efforts that makes the biggest splash, you can save time, simplify your finances and likely gain better results. In that spirit, here are four financial best practices that pack a

Investment Fundamentals Part 5: Your Financial Plan

February 17, 2023

So far in our investment fundamentals series, we’ve explored the history of investing; how important it is to save (so you have money to invest); how to invest efficiently in broad markets; and why to avoid chasing or fleeing rising or falling prices. But there is more to the story. While investing is one of the most critical elements of long-term financial success, it can’t be done in isolation. In fact, the best results most

Investment Fundamentals Part 4: Patience and Personal Persistence

February 8, 2023

So far in our investment fundamentals series, we’ve explored the history of investing; how important it is to save (so you have money to invest); how to invest efficiently in broad markets; and why to avoid chasing or fleeing rising or falling prices. By applying these principles, you are much better positioned to let capital markets work their wonders on your investments. But there are two more essentials that can make or break even the

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

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

Your Tax Review Checklist for 2022 filing

Four Ways to Apply the 80/20 Rule to Your Financial Pursuits

Investment Fundamentals Part 5: Your Financial Plan

Investment Fundamentals Part 4: Patience and Personal Persistence

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