investing

Man in a word bubble with his hands together in. Captions reads "Andy's Insight" explanation

Advice for Young Job Seekers

This is a key detail that often throws a job applicant out of the running, and it is easily prevented! Chief Investment Officer Andy Popenfoose has looked at hundreds of resumes and applications over the years. It surprises him that many well-educated candidates miss this detail. Disclosure: This material is not financial advice, an offer to sell, or a solicitation of an offer to purchase any security managed by SYM Financial Corporation (“SYM”). The opinions

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Man in a word bubble with his hands together in. Captions reads "Andy's Insight" explanation

How Does SYM Financial Decide on What to Invest?

SYM’s yardstick for its investment philosophy is to maximize the net-of-cost and tax returns for clients. In this video Andy explains why balance is key and the nuances matter.  Disclosure: This material is not financial advice, an offer to sell, or a solicitation of an offer to purchase any security managed by SYM Financial Corporation (“SYM”). The opinions and assumptions expressed herein are those of SYM Financial Corporation (“SYM”) and are subject to change without

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Man in a word bubble with his hands together in. Captions reads "Andy's Insight" explanation

Investing Myth Buster #2

Disclosure: This material is not financial advice, an offer to sell, or a solicitation of an offer to purchase any security managed by SYM Financial Corporation (“SYM”). The opinions and assumptions expressed herein are those of SYM Financial Corporation (“SYM”) and are subject to change without notice. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More

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Man in a word bubble with his hands together in. Captions reads "Andy's Insight" explanation

Uncommon Relationships produce Uncommon Results. What does that mean for an investor?

Uncommon Relationships can produce Uncommon Results.   Why is this tagline important to SYM Financial Advisors?  And what does it mean for an investor?   CIO Andy Popenfoose explains how SYM Financial Advisors works to achieve this for clients in this video. Its often the low client to investor ratio that makes the tangible difference. Understanding an investor’s personal needs for cashflow, for today and in the future, impacts the investment selections that will feed

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