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CIO Corner

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Is AI The Next Big Thing In The Markets?

December 6, 2023

https://youtu.be/V2xtFzia32A?si=jGdQJX4WYGo8aygd We recently asked SYM’s Chief Investment Officer Andy Popenfoose this question. This is a paraphrase of what he shared.  Catch his exact words in the video above. AI is a major force in the economy. AI is a major force in the economy. I have been following the developments of artificial intelligence for a long time. What we have witnessed in the last few quarters is that AI is not only a scientific field,

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A man in a suit is standing next to a screen showing an upward-trending arrow on a green background with the text "SYM Financial Advisors" at the bottom. He appears to be speaking and gesturing, with bookshelves and a globe in the background.

Why Shouldn’t I Just Take the Money Market Return and Be Safe?

November 15, 2023

https://youtu.be/dmVhRvKVm2g We recently asked SYM’s Chief Investment Officer Andy Popenfoose, “Why shouldn’t I just take the money market rate of return and be safe?” This is a paraphrase of what he shared.  Catch his exact words in the video above. Money markets have their appeal but there are long-term drawbacks to consider. Money market rates can be attractive to some investors because they show a nice steady increase with low drama whereas more traditional investments

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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

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* 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.

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