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Man in a word bubble with his hands together in. Captions reads "Andy's Insight" explanation

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

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Man in a word bubble with his hands together in. Captions reads "Andy's Insight" explanation

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

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Man in a word bubble with his hands together in. Captions reads "Andy's Insight" explanation

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.

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A glass jar filled with coins and a few bills, labeled "Charity" with a red heart above the letter "i", stands on a wooden table—a humble testament to charitable giving.

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

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Man in a word bubble with his hands together in. Captions reads "Andy's Insight" explanation

Balancing Risk & Opportunity in Today’s Markets

August 13, 2025

Strategies for keeping investment risk and opportunity balanced We asked SYM Chief Investment Officer: In today’s markets, how are you balancing risk and opportunity? This is what he said. 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

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