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Your Portfolio and Presidential Elections

Presidential elections in the United States are storied events which often culminate with a fresh face in office and a large new voice in American policy.

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Two Documents Every 18-Year-Old Should Sign

Financial and health care power of attorney documents are fundamental components of any estate plan.  Executing these documents is essential to allow others to act on our behalf when we are unable to act for ourselves.

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Who is your financial advisor really working for? Part 3 of 3

People like to ask financial advisors for “the next hot pick” in the stock market. Though a true professional won’t venture a serious guess to that inquiry, you can be sure he or she can offer something more valuable than a stock tip. Parts 1 and 2 addressed the first four of five questions people really should ask when coming face-to face with a wealth advisor or anyone selling investment products. The answer to the fifth and final question will quickly reveal what kind of investment provider you are dealing with, and whose interests might take priority in any future relationship. Not a SYM client? Put your current advisor to the test.

The fifth and final question is one of critical importance:  Will you accept the responsibility to put my best interests first? 

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Who is your financial advisor really working for? Part 2 of 3

People like to ask financial advisors for “the next hot pick” in the stock market. Though a true professional won’t venture a serious guess to that inquiry, you can be sure he or she can offer something more valuable than a stock tip. Part 1 addressed the first two of five questions people really should ask when coming face-to face with a wealth advisor or anyone selling investment products. SYM clients and friends will recognize how quickly these next two questions reveal whose interests are likely to take priority in any future relationship. Not a SYM client? Put your current advisor to the test.

 

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Who is your financial advisor really working for? Part 1 of 3

People like to ask financial advisors for “the next hot pick” in the stock market. Though a true professional won’t venture a serious guess to that inquiry, you can be sure he or she can offer something more valuable than a stock tip. Below are five questions people really should ask when coming face-to face with a wealth advisor, or anyone selling investment products. SYM clients and friends will recognize how quickly these five questions reveal whose interests are likely to take priority in any future relationship. Not a SYM client? Put your current advisor to the test.

 

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