Logo for SYM Financial Advisors featuring the text "SYM" in large green font and "FINANCIAL ADVISORS" in smaller gray font. There is a graphic of two green, swooping lines beneath "SYM." The background is white.

Corporate Executives

An infographic by SYM Financial Advisors shows long-term incentives among the 250 largest companies in the S&P 500 index for 2021. Three trophies indicate: Stock Options (54%), Restricted Stock (65%), and Performance Awards (92%).

Why Corporate Executives Need Specialized Financial Planning

While the compensation structure of a corporate executive is definitely one of the perks of rising in the ranks, the vast complexities of the modern executive compensation package also leave the door open for missteps around every corner. Many freshly minted executives want to keep managing their personal income, retirement, and tax preparation, because that’s the way they’ve been doing it for years. But tap a longtime executive on the shoulder for a piece of

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A well-dressed man wearing glasses and a suit, seated with a confident posture. The image includes text: "EXECUTIVE DECISIONS: A Podcast for Business Leaders," and a quote, "Every single contribution, every single moment of my intentional giving meant some difference to one person." - Jimmy Greene.

Having Intentionality with Each Contribution with Jimmy Greene (podcast)

Jimmy Greene is the President & CEO of Associated Builders & Contractors (ABC) of Michigan, a trade association representing Michigan’s commercial and industrial construction industries. He is the first Black CEO in the organization’s 60-year history. Jimmy is also the founder of Total Solutions Group in Saginaw, a firm specializing in technology project consulting and telecommunications. Before becoming the President of the ABC of Michigan, he served as president and CEO of Associated Builders &

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A person in a suit is holding a cardboard box filled with office supplies, including folders, a pen holder, and a few other items. In the background, another person is sitting at a desk. The scene suggests the individual may be exiting corporate life.

Life 2.0: Post Pandemic Financial Considerations When Exiting the Corporate Life

If you’re a C-suite executive who plans on exiting the corporate life, you may want to take your foot off the proverbial accelerator. While visions of sipping a margarita by the beach alongside your loved ones may be filling your daydreams, we also know you’d like the peace of mind that financial security brings when you do make your departure. Before making life-altering decisions like retirement or career changes, you’ll want to make sure your

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An image promoting the "Executive Decisions: A Podcast for Business Leaders" features a stylized graphic of arrows pointing upward. The quote by Paul Barbeau, "When you're starting, every voice has an impact on the culture," is prominently displayed on the lower half, emphasizing his insight.

Executive Decisions – Building A Company Culture from Scratch with Paul Barbeau (podcast)

Paul Barbeau is the Senior Global Director at Dow, a material science company that provides innovative and sustainable solutions for consumer care, infrastructure, and packaging businesses. Paul collaborates with various business leaders to improve existing workplace strategies with employee experience, asset optimization, and sustainability in mind. He is also the Director at 1st State Bank, a banking company that focuses on helping businesses grow in the Great Lakes Bay area. Paul joins me to explain

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An infographic by Sym Financial Advisors explains stock options for executives, highlighting the risks of high concentration in any single stock. It shows a 1-year decline rate of 75%, a 5-year rate of 35%, and a 10-year rate of 30%. The infographic, which includes a historical trend graph, emphasizes smart compensation strategies.

Stock Options for Corporate Executives

Corporate executive compensation packages often include stock options. As a supplement to a base salary, these options can be a powerful wealth creator and a core component of your overall investment portfolio and retirement plan. We believe executives need to keep in mind that the volatility and tax intricacies of these options require deft hands to manage. Wrong choices can have lasting impact and easily overpower your overall risk profile. Quick Primer on Stock Options

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A man in a suit and tie is featured with the text "EXECUTIVE DECISIONS: A Podcast for Business Leaders." Below is a quote from Fernando Signorini: "You're not going to have insight if your mind is not balanced.

Executive Decisions – Networking Beyond Your Role As Leader with Fernando Signorini (podcast)

Fernando Signorini is the Vice President of Operations US Gulf Coast and Site Director of Texas Operations at Dow, a chemical manufacturing company that’s been around for over 125 years. They’re currently spearheading programs for a more sustainable future. Fernando has been with Dow for almost 28 years, and his vast experience made him an expert in business processes, planning, plant operations, and strategic sourcing. Fernando joins me to discuss what it means to be

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