Tag: CORPORATE EXECUTIVES - Page 3 of 4 - SYM Financial Advisors -

The Rise of the Gen X Female Investor

August 16, 2022

The Baby Boomers have been holding center stage for many years when it comes to the attention given by mainstream financial products and services. But the light is beginning to shine on financial planning for younger generations like Generation X. With many of the Boomers in formal retirement now, Gen Xers and Millennials are taking the investing spotlight. Gen Xers (those aged between 40–56) are in their peak earning years, and the time to plant

Stock Options for Corporate Executives

August 2, 2022

Corporate executive compensation packages often include stock options. As a supplement to a base salary, these options can be a powerful wealth creator and a core component of your overall investment portfolio and retirement plan. We believe executives need to keep in mind that the volatility and tax intricacies of these options require deft hands to manage. Wrong choices can have lasting impact and easily overpower your overall risk profile. Quick Primer on Stock Options

Taxation of Stock Options and Other Mistakes to Avoid

April 19, 2022

Stock options are often used as an incentive for key employees and executives. For example, Apple CEO Tim Cook received a $3 million salary in 2021, which may seem relatively small given the enormous value of the company. But the full scope of his compensation package becomes clearer when you also consider he was awarded $82.3 million in stock options [1]. Stock options aren’t just for household names. Companies of many sizes use incentive stock

Executive Decisions – Moving Forward In Business Amidst the Pandemic with Jenni Wendt (podcast)

April 11, 2022

Jennifer “Jenni” Wendt is the Global Director of Strategic Planning and Business Analysis at Dow, a sustainable materials science company that sells products in the packaging, mobility, infrastructure, and consumer care industries. Jenni is responsible for generating strategic plans that support the company’s capital planning and corporate strategy. Jenni also has oversight of Enterprise Working Capital, with a special focus on managing the risks related to $5-billion investments in trade account receivables. Jenni joins me

Executive Decisions. Addressing Your Team’s Individual Needs with Amy Wilson (podcast)

March 8, 2022

Amy Wilson is the General Counsel and Corporate Secretary at Dow Corporate, which aims to become the most innovative, inclusive, customer-centric, and sustainable materials science company. They provide science-based products and solutions to their customers in spheres as diverse as packaging, consumer care, mobility, and infrastructure. Amy’s responsibilities with Dow include leading and providing counsel in corporate governance, as well as managing compliance matters. She is also the executive sponsor for Dow’s lesbian, gay, bisexual,

Executive Decisions – Discerning Good Professional Advice from Bad with Tom Schwyn (podcast)

February 14, 2022

Tom Schwyn is the Vice President of Global Legal Operations and GPO General Counsel at Whirlpool, one of the world’s leading kitchen and laundry appliances brands. Tom has an incredible career story, having joined Whirlpool as an electrical engineer back in 1987. As Vice President of the Legal Operations department, today Tom is tasked with mitigating risks, optimizing value, and promoting global collaboration across legal departments. He is planning to retire by the end of

CORPORATE EXECUTIVES

The Rise of the Gen X Female Investor

Stock Options for Corporate Executives

Taxation of Stock Options and Other Mistakes to Avoid

Executive Decisions – Moving Forward In Business Amidst the Pandemic with Jenni Wendt (podcast)

Executive Decisions. Addressing Your Team’s Individual Needs with Amy Wilson (podcast)

Executive Decisions – Discerning Good Professional Advice from Bad with Tom Schwyn (podcast)

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