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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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A graphic for SYM Financial Advisors Investment Fundamentals Part 5, showing a hand placing a block onto a growing chart to represent their commission-free fiduciary approach.

Investment Fundamentals Part 5: Your Financial Plan

February 17, 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. But there is more to the story. While investing is one of the most critical elements of long-term financial success, it can’t be done in isolation. In fact, the best results most

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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 featuring the text “Part 3 Investment Fundamentals” and an icon of a hand placing a block onto a rising chart of square icons, representing a commission-free fiduciary approach.

Investment Fundamentals Part 3: The Price You Pay Matters

February 2, 2023

In our last piece, we described, Our Marvelous Markets and how to account for it being both robust and random at the same time. Today, we’ll look at how stock pricing works, and why Nobel laureate William F. Sharpe was correct when he reminded us: “Asset prices are not determined by someone from Mars” (even if it may sometimes feel that arbitrary). Markets are inspired by ingenuity, tempered by diversification. The price you pay matters.

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Two SYM Financial Advisors in formal attire lean over a table, reviewing information on a laptop.

Advantages and Disadvantages of an S Corporation

January 12, 2023

Many business owners assume that incorporating their business will be too costly or time-consuming, but this is not always the case. If you are just starting your business or have been operating as a sole proprietorship or general partnership, you may be wondering about the advantages of incorporating your business as an S Corporation.  In this article, we explore the tax-deduction advantages and disadvantages of the S Corporation. What Is an S Corporation? To form

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Podcast graphic for SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients, titled “Executive Decisions,” featuring episode 13 with guest Mauro Gregorio and an abstract illustration of upward-pointing arrows.

The Secret to a Successful Business Culture with Mauro Gregorio (podcast)

January 12, 2023

Mauro Gregorio joins me to describe Dow’s corporate work culture, diversity and inclusion program, and welcoming atmosphere. He recounts his first job and responsibilities at Dow and what he learned while holding an entry-level position. He explains the importance of humility, asking for help, and ensuring someone is there to help. Mauro also discusses how the pandemic initiated changes in the workplace—particularly in how we work—and how it disrupted the way we value work relationships.

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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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