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Uncommon Relationships produce Uncommon Results. What does that mean for an investor?
November 25, 2025
Uncommon Relationships can produce Uncommon Results. Why is this tagline important to SYM Financial Advisors? And what does it mean for an investor? CIO Andy Popenfoose explains how SYM Financial Advisors works to achieve this for clients in this video. Its often the low client to investor ratio that makes the tangible difference. Understanding an investor’s personal needs for cashflow, for today and in the future, impacts the investment selections that will feed
Advice for those in the military considering their investment plan
October 23, 2025
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 Financial Corporation (“SYM”) and are subject to change without notice. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More
Best Financial Advice Learned from School
October 23, 2025
What’s the best financial advice that you learned in school? SYM Chief Investment Officer Andy Popenfoose answers may surprise you. Disclosure: SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2 or Form CRS, which is available upon request.
Strategic Charitable Giving: A Smart Way to Give Back and Save on Taxes
October 22, 2025
Charitable giving isn’t just about generosity—it’s also a powerful financial strategy. Whatever your passion, there are several ways to support the causes you care about while optimizing your tax situation. Here’s a breakdown of the most effective charitable giving methods and how they can benefit you. Cash or Check Donation This is the most straightforward way to give. Contributions to public charities are: Deductible up to 60% of your Adjusted Gross Income (AGI) Excess contributions
Advice for a 22 Year Old
August 13, 2025
Standing out in the Job Market Chief Investment Officer Andy Popenfoose gives a surprisingly simple tip for being competitive in the job market.
