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Top 3 Ways Your Company’s Retirement Plan Could Save You Money

February 2, 2026

If You’re Looking at It the Right Way Most organizations think of their employer‑sponsored retirement plan as an obligation: a box to check, a cost to absorb, or a compliance headache to get through each year. But the truth is this: when strategically designed and properly supported, your company’s retirement plan can become one of the strongest financial tools you have in your control for retaining top talent, improving culture, and strengthening long‑term profitability. Here

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Investing Rules of Thumb

February 2, 2026

What are the investing rules of thumb I should know? CIO Andy Popenfoose talks about some common ones and gives examples on how much to focus on stocks versus bonds based on where you are in life.   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

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Top 6 Financial Strategies Corporate Executives in Nashville Should Know

January 29, 2026

We understand Nashville isn’t just the heart of country music, it’s one of the fastest-growing metropolitan areas in the nation. With booming business districts, expanding suburbs, and traffic that rivals major cities, executives here know that growth brings both opportunity and complexity. SYM Financial Advisors is excited to announce the opening of its new Nashville location, positioned to serve the unique financial planning needs of corporate leaders like you.Here are six areas SYM Financial Advisors

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The Most Common Financial Mistakes Dentists Make

January 29, 2026

Dentistry is incredibly rewarding, but let’s be honest, the financial side of your career can get complicated fast. As a dentist, you’re not just caring for patients; you’re often running a business, supporting a team, and providing for your family. That’s a lot of responsibility on your shoulders. A holistic financial plan can help you manage all of that with confidence. Retirement, taxes, education planning, estate considerations, and the day‑to‑day decisions that shape your long‑term

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Top 6 Financial Strategies Corporate Executives Should Know

January 29, 2026

If you’re a corporate executive, you know your financial life is anything but simple. Between stock options, pensions, benefits, and tax strategies, it’s understandable if you feel like you’re juggling too much. SYM Financial Advisors exists to simplify the complex and help you make confident financial decisions. Here are six areas where SYM Financial Advisors can be a difference maker for you:   1. Comprehensive Financial Planning SYM works with you to create a roadmap

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Stock Options Strategies for Success

January 16, 2026

A deliberate and thoughtful stock options strategy can maximize your wealth by harnessing the power of a significant part of your compensation. Without the guidance of an experienced financial advisor, well-intentioned company stock option recipients are often left on their own to set options targets (triggers for exercising an option). We find that “do-it-yourself” targets are frequently based on one of the following approaches: Participate in water cooler talk about how stock prices will fluctuate

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