Portfolio Management
Prioritizing Various Types of Savings
July 11, 2024
Saving is a key element to financial planning. How do you know that you are saving in the right places at the right time? This visual provides guidance around how we at SYM Financial Advisors prioritize savings and investments with tax efficiency in mind. Contact us to dive deeper and customize your financial plan. 800-888-7968.
The Difference the Right Financial Advisor Can Make
December 20, 2023
You have likely been told at least once that you need a financial advisor. Perhaps you know it, but it isn’t getting prioritized over the other things on your to-do list. Maybe you don’t fully understand how one can benefit you. You could even think it is not worth the cost. There is evidence a financial advisor will actually save you money in various ways. You can read more about that in this blog. Consider
Capital Gains Fund Distributions Explained
December 6, 2023
As typically occurs at year-end, some of the funds in your SYM portfolio are expected to pay capital gains distributions in December. Because such distributions may impact your 2023 tax planning, we’d like to offer some thoughts about the process. Because mutual funds do not pay taxes, they must pay realized gains and income to shareholders in cash. As required by law, mutual funds distribute all realized capital gains and dividends on an
