Can You Stay in Your Seat?

Stock prices rise and fall, sometimes dramatically.

Can we minimize risk – and perhaps enhance returns – by avoiding stocks when danger signals are flashing?

Are there experts who can identify these signals and alert us when to make changes in our portfolios?

Where does cryptocurrency fit into the equation?

Join Tom Ackmann of SYM Financial and Weston Wellington of Dimensional Funds for this free hour. This presentation looks at the challenges confronting investors over the past fifty years and suggests that ignoring the news headlines as well as the experts may be the most fruitful strategy of all.

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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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