SYM White

Insights

Image of a smiling man wearing a dark suit jacket with a collared shirt underneath. The text overlay reads, "The Owner's Corner EP2 Dr. Matt Eckert." The background is blurred with blue and green diagonal lines intersecting the image.

Owner’s Corner – Wisdom from the Downtown Dentist with Dr. Matt Eckert (podcast)

February 21, 2022

Dr. Matt Eckert has been practicing dentistry for the past 28 years. Together with his business partner Ryan Hart, Matt operates Downtown Dental, a practice honored by his long-term patients. Matt completed his undergraduate degree from Ball State University and completed his Doctorate of Dental Surgery degree at the Indiana University School of Dentistry. He is a member of several professional organizations, including the American Dental Association, the Isaac Knapp District Dental Society, and Andrews

Read More »
A person with short hair is lying on the ground amid yellow flowers, looking through binoculars. The background is blurred, featuring a soft-focus outdoor setting that distracts from inflation worries.

Monday Morning “Fed Watching” and Other Thoughts on Inflation

February 17, 2022

Are inflation concerns getting to you? It can be unsettling to watch gas prices and the cost of weekly groceries go up, up, and up. Inflation can erode wage increases to the point that paying for anything from braces to electricity can become a stretch. Why is this happening and who is responsible?  Some pundits and pontificators point the finger at the U.S. Federal Reserve. “The Fed” has a mandate for monetary policy commonly known

Read More »
An infographic by SYM Financial Advisors shows a brain split into two sides: the left labeled "Logical Side" with analytical questions, and the right labeled "Emotional Side" with impulsive statements. The bottom line advises leaning on a financial plan and building emergency savings for decisions.

The Cost of Emotions in Financial Decisions

February 14, 2022

You might think that the hardest financial decisions are knowing which investments to pick, mitigating downside risk, or understanding how taxes might impact your returns. But there is one thing that can derail your investment portfolio even faster than poor investment choices and tax mistakes. That is the voice inside your head. On the surface, our daily thoughts and emotions may seem trivial. However, they can trick us into chasing after investments that don’t make

Read More »
A podcast cover featuring the title "Executive Decisions: A Podcast for Business Leaders" with an abstract design of white arrows on a green background. The episode number "EP2" and the name "Tom Schwyn" are also displayed at the bottom.

Executive Decisions – Discerning Good Professional Advice from Bad with Tom Schwyn (podcast)

February 14, 2022

Tom Schwyn is the Vice President of Global Legal Operations and GPO General Counsel at Whirlpool, one of the world’s leading kitchen and laundry appliances brands. Tom has an incredible career story, having joined Whirlpool as an electrical engineer back in 1987. As Vice President of the Legal Operations department, today Tom is tasked with mitigating risks, optimizing value, and promoting global collaboration across legal departments. He is planning to retire by the end of

Read More »
A man with short, curly hair is smiling while seated indoors. Overlaid text reads, "The Owner's Corner," and "EP1 John Barce." Diagonal white and blue transparent graphics decorate the image.

Owner’s Corner – Creating a Solid Succession Plan with John Barce (podcast)

January 24, 2022

John Barce is the Owner and Partner at Barrett McNagny LLP, one of the oldest law partnerships in Indiana. John is a premier business attorney who focuses his practice on business transactions, federal & state taxation, and estate & business planning. He completed his JD at the Indiana University School of Law, where he graduated with Latin honors. Since 2016, John has been recognized and listed in the Best Lawyers of America publication. He is also a

Read More »
Two children are sitting at a table holding 100-dollar bills in front of their faces. One child is wearing a red cardigan over a green shirt, while the other is in a plaid shirt. Papers and a pencil are on the table in front of them.

How to Teach Kids About Money at Any Age

January 18, 2022

Teaching kids about money is just like developing good manners and strong work ethics. Effective money habits aren’t innate. They have to be shaped with intention, guidance, and knowledge, and they usually begin with the parents. The toughest part of teaching anything is that it is not enough to say all the right things. The right things should also be modeled. Kids are observant. Your behaviors, decisions, and attitudes with money will shape their relationship

Read More »

Podcasts

CIO Corner

Topics

How can we help?

This field is for validation purposes and should be left unchanged.

Let’s Talk

Visit our offices, schedule a meeting, call, or email anytime!

Fort Wayne, IN

(260) 387-6822

7030 Pointe Inverness Way #100,
Fort Wayne, IN 46804

Warsaw, IN

(574) 267-2300

801 Park Avenue,
Winona Lake, IN 46590

Indianapolis, IN

(317) 848-2180

9100 Keystone Crossing #560,
Indianapolis, IN 46240

Midland, MI

(989) 631-0244

414 Townsend St # 202,
Midland, MI 48640

Mishawaka, IN

(574) 287-0035

4215 Edison Lakes Pkwy Suite 320
Mishawaka, IN 46545

Schedule A Meeting

Fort Wayne, IN

(260) 387-6822

7030 Pointe Inverness Way #100,
Fort Wayne, IN 46804

Warsaw, IN

(574) 267-2300

801 Park Avenue,
Winona Lake, IN 46590

Indianapolis, IN

(317) 848-2180

9100 Keystone Crossing #560,
Indianapolis, IN 46240

Mishawaka, IN

(574) 287-0035

4215 Edison Lakes Pkwy Suite 320
Mishawaka, IN 46545

Midland, MI

(989) 631-0244

414 Townsend St # 202,
Midland, MI 48640

Schedule A Meeting

Let Us Help!

We’ll listen. Then advise on your next best steps toward financial clarity.

Call Us
Email Us

Who We Serve

What We Do

Insights

Contact us

Linkedin Facebook

* SYM Financial Corporation ‘SYM’ is an independent investment advisor registered under the Investment Advisers Act of 1940, as amended. SYM ranked #96 in top fee-only RIA by COMPLY in 2023. This rating is not representative of a client’s experience and is not indicative of future performance. SYM did not pay COMPLY a fee for inclusion in the rankings and data is based on 2023 ADV filings.

The opinions expressed herein are those of SYM Financial Corporation (“SYM”) and are subject to change without notice. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. 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, which is available upon request.

All Rights Reserved © 2022 SYM Financial Advisors

Careers Disclosures Privacy / Terms Form CRS Sitemap