![A man in a navy suit and blue checkered tie is speaking and gesturing with his hands. He stands behind a desk with a sleek, minimalist background, including shelves with books, a clock, and a plant. A sign reads "SYM Financial CIO Corner" in the top right.](https://www.sym.com/wp-content/uploads/2023/11/cio-corner-bond.png)
investments
![A man in a navy suit and blue checkered tie is speaking and gesturing with his hands. He stands behind a desk with a sleek, minimalist background, including shelves with books, a clock, and a plant. A sign reads "SYM Financial CIO Corner" in the top right.](https://www.sym.com/wp-content/uploads/2023/11/cio-corner-bond.png)
![A man in a navy suit and blue tie stands behind a desk, gesturing with both hands. The background features a wooden wall, a whiteboard on the left, and a shelving unit on the right with books and decor items. The scene appears to be in an office or studio setting, likely discussing the volatile market conditions.](https://www.sym.com/wp-content/uploads/2023/11/Images-for-blogs-515-×-423-px-17.png)
![A man in a suit stands to the left, smiling. Behind him, a screen displays a photo of soldiers in military attire standing together, possibly with their platoon leader. The background features a blue wall with "SYM FINANCIAL" and "CIO" written on it, along with a clock and decorative items on a shelf.](https://www.sym.com/wp-content/uploads/2023/11/Images-for-blogs-515-×-423-px-16.png)
![A man in a suit, glasses, and a striped tie bends under the heavy weight of three large binders labeled "TAX" stacked on his back. He appears strained as he balances the oversized folders, symbolizing the burden of estate tax mitigation, against a green background.](https://www.sym.com/wp-content/uploads/2023/11/Images-for-blogs-515-×-423-px-11.png)
5 Estate Tax Mitigation Techniques You Should Consider
November 15, 2023
The Tax Cuts and Jobs Act In 2017, The Tax Cuts and Jobs Act doubled the amount that someone could pass to their heirs without incurring Federal estate tax. As a result, many families have enjoyed relief from the federal estate tax. In 2023, an individual can pass just under $13 million ($26 million for a couple) to their heirs without getting hit by the 40% federal estate tax. There is an important caveat note,
![Logo for SYM Financial Advisors with the text "A Message from SYM's CIO." The logo features the word "SYM" in large, green letters with two green swooshes below it, possibly symbolizing steadiness amidst issues like the debt ceiling. The words "FINANCIAL ADVISORS" are written below "SYM" in smaller black text.](https://www.sym.com/wp-content/uploads/2023/05/A-message-from-SYMs-CIO-thumbnail.png)
A Word on Small-Cap Value Stocks
July 21, 2023
Chief Investment Officer Andy Popenfoose shares thoughts on small-cap value stocks. He reviews the wild ride they have had year-to-date and their role in your portfolio.
![two signs pointing opposite ways](https://www.sym.com/wp-content/uploads/2023/07/Images-for-blogs-515-×-423-px-1.png)
Celebrate Your Resolve
July 13, 2023
Recent numbers are now in, with good news to share. With some financial analysts describing a “gravity-defying” “monster rally” across major market indices, most disciplined investors have been richly rewarded for sticking with their appropriate investment allocations. Even had quarterly and year-to-date numbers not shown improvement, we would have advised you to remain invested as planned anyway. The same can be said for whatever the rest of the year has in store. We know markets