SYM’s Chief Investment Officer’s First Investment
August 19, 2026
SYM Chief Financial Officer tells the story of his very first investment and what he learned at that early age.https://youtu.be/pzN0gqePqj0
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Asset Location: The Tax-Smart Strategy Behind Your Investment Portfolio
August 11, 2026
When it comes to investing, most people are familiar with asset allocation. It’s one of the foundational principles of financial planning and helps determine how your investments are divided among stocks, bonds, and other asset classes based on your goals, risk tolerance, and time horizon. But there’s another strategy that often receives less attention and can have a meaningful impact over time: asset location. While asset allocation determines what you own, asset location determines where
Leveraging your health plan for growing wealth
August 7, 2026
HDHPs and HSAs: A Powerful Combination for your Healthcare and Long-Term Wealth Healthcare costs continue to rise, making it more important than ever to choose a health plan that aligns with both your medical needs and your financial goals. While High-Deductible Health Plans (HDHPs) are often viewed simply as a way to lower monthly insurance premiums, they can also unlock access to one of the most tax-efficient savings vehicles available: the Health Savings Account (HSA). For individuals and families
Should I Pay Off My Mortgage Before Retiring?
June 30, 2026
QUICK ANSWER For most pre-retirees, paying off your mortgage before retirement often reduces your fixed monthly costs, simplifies cash flow, and lowers the risk that a market downturn forces you to sell investments at the wrong time. It is not always the right call. If your mortgage rate is below your expected portfolio return, your liquidity is limited, or you would have to draw from tax-advantaged accounts to do it, keeping the mortgage may leave
SYM Financial Advisors’ Investment Philosophy
June 25, 2026
What sets SYM Financial Advisors’ investment philosophy apart from others? Asset allocation that provides opportunity for growth and provides important cash flow at the same time. Learn more in this video!
Red flags when evaluating your financial service provider.
June 25, 2026
Are you working with a financial advisor? Learn red flags to identify that can save you from losing on taxes, fees, and more.
