SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.

wealth planning

A wooden mannequin representing SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients, walks across a tightrope, carrying a stack of puzzle pieces that spell out “RISK,” representing their approach.

Dealing with the Rising Cost of Healthcare and other Risk Planning

April 25, 2023

Planning for contingencies is so much a part of day-to-day life we forget we even do it. Like keeping a spare tire in the trunk or band aids in the medicine cabinet – just in case. Those of us who drive have car insurance, most of us have healthcare coverage, and either home-owner’s insurance or a renter’s policy. We understand, and even hope, that we never use the insurance and are willing to pay the

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A notepad displaying the Pareto Principle 80/20 rule diagram next to a pen, coffee cup, and the logo for SYM Financial Advisors, a commission-free fiduciary.

Four Ways to Apply the 80/20 Rule to Your Financial Pursuits

February 20, 2023

Ever heard of the 80/20 rule? It suggests 80% of an outcome is often the result of just 20% of the effort you put into it. This doesn’t always work. Sometimes, it’s worth going the extra mile. But often, by prioritizing the 20% of your efforts that makes the biggest splash, you can save time, simplify your finances and likely gain better results. In that spirit, here are four financial best practices that pack a

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: SYM Financial Advisors logo for Investment Fundamentals Part 4, featuring a hand placing a block onto a rising chart of squares.

Investment Fundamentals Part 4: Patience and Personal Persistence

February 8, 2023

So far in our investment fundamentals series, we’ve explored the history of investing; how important it is to save (so you have money to invest); how to invest efficiently in broad markets; and why to avoid chasing or fleeing rising or falling prices. By applying these principles, you are much better positioned to let capital markets work their wonders on your investments. But there are two more essentials that can make or break even the

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: SYM Financial Advisors logo and graphic reading “Part 1 Investment Fundamentals,” featuring an illustration of a hand placing a block onto a rising chart to represent our commission-free fiduciary approach.

Investment Fundamentals: Remembering Years Past.

January 11, 2023

“There were so many big events competing for our attention this last year …,” said nearly every investor, almost every year, ever. We’re not making light of last year’s uncertainties. Inflation is real and lingering; we can’t rule out the possibility we’ll still see a recession instead of the hoped-for soft landing (although neither has been reported yet). Heightened levels of market volatility across stock and bond markets alike may have left you once again

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Infographic from SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients, illustrating the risks of concentrated stock options and the importance of diversifying over time.

Stock Options for Corporate Executives

August 2, 2022

Corporate executive compensation packages often include stock options. As a supplement to a base salary, these options can be a powerful wealth creator and a core component of your overall investment portfolio and retirement plan. We believe executives need to keep in mind that the volatility and tax intricacies of these options require deft hands to manage. Wrong choices can have lasting impact and easily overpower your overall risk profile. Quick Primer on Stock Options

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Smiling man alongside text for The Owner’s Corner, EP4, featuring SYM Financial Advisors Doug Conner and Alex Shortle.

Owner’s Corner – Maximizing Value and Optimizing Outcomes when Selling your Business with Doug Conner and Alex Shortle (podcast)

April 25, 2022

Over the last 30 years, Doug Conner has been buying and selling lower-to-middle-market businesses in the Midwest. During this time, he has also worked as the Managing Director at Periculum Capital Company and the Principal at BrightPath Capital and Cardinal Ventures. Doug holds a Bachelor’s degree in Economics and Mathematics from DePaul University and received his Master of Business Administration degree from Harvard Business School. Alex Shortle has spent the bulk of his career supporting

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