Tag: investments - Page 3 of 8 - SYM Financial Advisors -

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Is Your Portfolio Underperforming … Compared to What?

November 16, 2023

Ah, we restless humans. Sometimes, it pays to strive for greener grass. But as an investor, second-guessing a stable strategy can leave you in the weeds. Trading in reaction to excitement or fear tricks you into buying high (chasing popular trends) and selling low (fleeing misfortunes), while potentially incurring unnecessary taxes and transaction costs along the way. Still, what do you do if it feels as if your investments have been underperforming? Ask yourself this

A man in a suit is standing next to a screen showing an upward-trending arrow on a green background with the text "SYM Financial Advisors" at the bottom. He appears to be speaking and gesturing, with bookshelves and a globe in the background.

Why Shouldn’t I Just Take the Money Market Return and Be Safe?

November 15, 2023

https://youtu.be/dmVhRvKVm2g We recently asked SYM’s Chief Investment Officer Andy Popenfoose, “Why shouldn’t I just take the money market rate of return and be safe?” This is a paraphrase of what he shared. Catch his exact words in the video above. Money markets have their appeal but there are long-term drawbacks to consider. Money market rates can be attractive to some investors because they show a nice steady increase with low drama whereas more traditional investments

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Should I Change My Bond Strategy?

November 15, 2023

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.

How Can I Protect My Nest Egg in this Volatile Market?

November 15, 2023

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How did being a platoon leader prepare you to be SYM’s CIO?

November 15, 2023

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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,

investments

Is Your Portfolio Underperforming … Compared to What?

Why Shouldn’t I Just Take the Money Market Return and Be Safe?

Should I Change My Bond Strategy?

How Can I Protect My Nest Egg in this Volatile Market?

How did being a platoon leader prepare you to be SYM’s CIO?

5 Estate Tax Mitigation Techniques You Should Consider

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