Corporate Executives

A stylized illustration of a hand inserting a coin into the open top of a person’s head, which resembles a piggy bank. The illustration uses minimalistic, abstract lines and muted colors, creating a thought-provoking visual concept.

What You Need to Know about Equity-Based Compensation

September 14, 2020

Equity-based compensation is non-cash pay that represents ownership in the company that employs you. It can be referenced and awarded in many ways, including stock options, restricted stock units, performance stock units, and employee stock purchase plans (ESPP). Tying certain employees’ compensation to the overall success of the company can be seen as both a retention and motivational strategy. Stock Options Publicly-traded companies often award stock options to their key employees and executives. Stock option

A blue circular icon features a gray mountain with a white flag on top. The mountain has angular shapes representing rocky edges, and the flag indicates reaching the summit, symbolizing achievement or goals reached in wealth management efforts.

Wealth Management for Corporate Executives (Podcast)

August 21, 2020

SYM senior financial advisor and principal Sarah Delahanty joins SYM’s Seth Whicker to discuss the unique needs of corporate executives in this podcast. Topics include stock options and grants, diversification, deferred compensation, and time management for executives.

A black background displays two options written in white chalk. The first option says "NOW" with an empty checkbox beside it. The second option says "LATER" with a checked checkbox next to it, indicating a preference for the later choice.

Deferred Compensation 101: What You Need To Know

July 21, 2020

Deferred compensation plans help employees build toward a successful retirement. These plans come in many forms that can be tricky to navigate. Here are a few foundational facts you need to know. All deferred compensation plans share one thing in common: they are a place to put money that is set aside for the future and distributed ideally once the individual moves to a lower tax bracket. Some deferred compensation accounts include contributions by both

A hand holds a red umbrella under a stormy sky with lightning. Under the umbrella, icons inside bubbles represent protection for various aspects of life: a home, family, car, bed (health), a shield with a cross (healthcare), and a heart with a pulse line (health). This vivid scene illustrates the concept of umbrella liability insurance.

Umbrella Liability Insurance: An Overview

July 1, 2019

Umbrella liability coverage is a crucial but often overlooked piece of a financial wellness plan. Its purpose is to protect your assets from major claims and lawsuits by providing liability insurance in excess of the limits of your homeowners’ or automobile policy. An umbrella policy may also provide initial or additional insurance for circumstances other policies may exclude, including false arrest, libel, slander, and invasion of privacy. You are likely covered against liability at a

An elderly couple sits closely on a teal sofa, smiling and looking at a tablet together. The woman, wearing glasses and a striped sweater, leans towards the man, who is wearing a dark vest over a shirt. Both appear happy and engaged, perhaps perusing the services options of their trusted advisory firm.

A Good Financial Advisor Extends Well Beyond the Portfolio

June 21, 2019

Particularly during challenging times in the market, it can be easy to forget that the end goal of comprehensive planning goes well beyond choosing investments. Investors who keep a critical eye to their portfolio may sometimes overlook other, more subtle indicators along the path to long-term financial success. These contributions are less quantifiable on a quarterly performance statement, but valuable nonetheless. Cost-effective investment implementation: When measured against overall wealth, the costs associated with investments may

Man in a blue suit extending his right hand for a handshake, subtly hinting at your future retirement plan. The focus is on his hand while his face is out of focus in the background. He is outdoors with trees and a building visible behind him.

Understanding Fiduciary Roles in Your Business’ Retirement Plan – 401(k) podcast

February 13, 2018

I’m Responsible for WHAT?” takes you behind the scenes of the legal obligations associated with caring for your company’s Retirement Plan. Understand what you, as a 401K plan sponsor, can expect from your advisor, your TPA, and others, and how to optimize your 401K plan structure to get the best for you and your employees. Join SYM Financial Vice President and Retirement Plan Advisor Tom Ackmann and Financial Advisor Michelle Hipskind for a short

What You Need to Know about Equity-Based Compensation

Wealth Management for Corporate Executives (Podcast)

Deferred Compensation 101: What You Need To Know

Umbrella Liability Insurance: An Overview

A Good Financial Advisor Extends Well Beyond the Portfolio

Understanding Fiduciary Roles in Your Business’ Retirement Plan – 401(k) podcast

Podcasts

CIO Corner

Topics

Life Events

How can we help?

Let’s Talk

Fort Wayne, IN

Warsaw, IN

Indianapolis, IN

Midland, MI

Mishawaka, IN

Fort Wayne, IN

Warsaw, IN

Indianapolis, IN

Mishawaka, IN

Midland, MI

Let Us Help!

Who We Serve

What We Do

Insights

Contact us