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.

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Portrait of Greg Marken for the Executive Decisions podcast, featuring the quote, “You have to be strong enough to be okay with being questioned.” Marken is a commission-free fiduciary at SYM Financial Advisors, an independent firm with 55+ years of serving clients.

What It Takes to Lead a Team with Greg Marken (podcast)

December 9, 2022

Greg Marken is the President, CEO, and Treasurer at Advanced Emissions Solutions (ADES). ADES works with municipal water, coal-fired power generation clients, and other industries by providing emissions control and water purification solutions. Greg has been at the helm of ADES since July 2020. He also serves as a manager on the Board of Managers of Tinuum Group and as a manager and officer of other ADES subsidiaries. He has over 15 years of experience

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Newspaper pages with the headline “NEWS” flying out of an open laptop screen, representing SYM Financial Advisors.

The Internet Told Me So

December 7, 2022

It goes by many names. On the scary side: fake news, disinformation, Cambridge Analytica, yarns. On the (typically) lighthearted side: realistic satire. We all know that much of the internet’s content is misleading, which can lead to a worrying insecurity about the facts we use for decision making. As SYM’s Chief Investment Officer, allow me to share a few of the primary techniques we use to guard our decisions against untrue input. This is not

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Stacked bar chart for SYM Financial Advisors showing the equity compensation mix for named executive officers from 2018 to 2020, broken down by base salary, bonuses, stock awards, stock options, pension changes, and other compensation.

Understanding Equity-Based Compensation Packages: The Most Common Questions (FAQ)

November 21, 2022

Equity-based compensation is a powerful engine for wealth creation, but only if it is navigated thoughtfully and diligently. Managed improperly, it can just as easily become an engine for frustration, unease, or despair. As an executive’s career and compensation advance, there are more complexities to taxes, retirement planning, and wealth management goals to consider. Here are some of the most common questions executives have regarding the evolving terrain of their equity compensation packages: What is

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A diagram titled “Events That Can Trigger a Buy-Sell Agreement” for SYM Financial Advisors, featuring a central handshake icon surrounded by seven icons representing retirement, dilution, disability, death, divorce, insolvency, and job termination.

Buy-Sell Agreements — Best Practices and Common Questions

November 18, 2022

Newer companies often get hit with a whirlwind of administrative and legal tasks, many of which are met with sighs and eye rolls when someone suggests they need to be tackled. Entrepreneurs may be very good at vision and managing daily operations but can neglect to take care of non-glamourous aspects of setting up a well-protected business. Every company, even a younger one, should have a plan if something sudden and unforeseen occurs that can

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Graphic for The Owner’s Corner, Episode 9, featuring Scott and Zach Tucker of SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients.

Multigenerational Family Business Success with Scott and Zach Tucker (podcast)

November 18, 2022

Scott Tucker is a board member and the Co-President of Maple Leaf Farms, a multi-generational family-owned company and America’s leading producer of quality duck products. A third-generation family member, Scott began working in the company as a teenager. Today, as Co-President, he leads operations, quality assurance, live production, distribution, and the National Duck Council. He holds a Bachelor of Science degree in Management from Purdue University and a Master of Business Administration degree from the

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Julie Fasone Holder, host of the Executive Decisions podcast from SYM Financial Advisors, shares the quote, “You can’t change your brand if you don’t know what that is.”

Finding Your Brand with Julie Fasone Holder (podcast)

November 8, 2022

Julie Fasone Holder is the woman behind JFH Insights, an executive coaching business that supports leaders and influencers in developing advanced leadership strengths and bringing more value to the companies they represent. Before founding JFH Insights, Julie was the former Senior Vice President of Dow Chemical. With Dow, Julie accumulated extensive experience running multi-billion-dollar business portfolios. She also spent a few years running public and government affairs for them. Julie joins me today to describe

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