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.

Wealth Planning

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Graphic for The Owner’s Corner podcast episode 11 featuring Denny and Kim Fuller and the SYM Financial Advisors logo, a commission-free fiduciary.

Working Together in a Family-owned Business and a Family-founded Nonprofit with Denny and Kim Fuller

March 28, 2023

Denny and Kim Fuller are the former owners of Little Crow Foods, a food company established in 1903. Denny and Kim became the fourth-generation owners of Little Crow Foods after acquiring it in 1983 and managed its operations until the company’s exit from the food industry in 2012. They have been volunteering their time and entrepreneurial skills to the Humanity and Hope United Foundation following the sale of Little Crow Foods. Founded by Denny and

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Two hands cupped together releasing a butterfly against a sunrise background, symbolizing the approach of SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients.

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

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Podcast graphic for SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients, titled “Executive Decisions: A Podcast for Business Leaders,” featuring an upward-pointing arrow and the text “EP14 Tactical Stock Options.”

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

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A blue alarm clock sits next to a TAX TIME sign in this visual for SYM Financial Advisors.

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

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A notepad displaying the Pareto Principle 80/20 rule diagram next to a pen, coffee cup, and the logo for SYM Financial Advisors, a commission-free fiduciary.

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

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A graphic for SYM Financial Advisors Investment Fundamentals Part 5, showing a hand placing a block onto a growing chart to represent their commission-free fiduciary approach.

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

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