Portfolio Management

It’s easy to get caught up in the excitement that cryptocurrencies draw. Between the wild market swings and the volume of trading, one can’t avoid stories about people who have made a fortune in the span of a few days. So, naturally, we at SYM Financial get our share of questions from clients, prospects, and family members about “investing in cryptocurrency.” Here is our take on this topic through the lens of Chief Investment Officer

This webinar recording is part of a SYM educational series hosted by Michelle Hipskind CFP®, Financial Advisor at SYM Financial Advisors. Gain insight from featured speaker Ashley Ilardo, Regional Director at Dimensional Fund Advisors. This is a forum for women who discuss financial topics and strategies. The recordings are shared for all to learn. Care to be invited to the next webinar? Contact Michelle Hipskind by emailing mhipskind@sym.com. Content covers topics such as: Conquering the

Some strategists are warning about the possibility of rising inflation in the U.S. Take the boom in government spending and borrowing, to start. Add the pent-up demand for vacations, concerts, dinners out, and nice clothing for special occasions (all the things that we have not spent money on during the pandemic). Now, consider that many American families saw an increase in their real personal income in 2020 — starting with those who did not suffer

SYM senior financial advisor and principal Seth Whicker talks with Chief Investment Officer Andy Popenfoose about the impact of Covid-19 on the markets.  This podcast answers questions such as: Where will the markets go in 2021 and beyond? What did Covid-19 do to the investment market? What did we learn about investing in a pandemic? What do I need to know for investing in 2021 and beyond? Supporting charts and visuals

Though the ultimate goal of diversification is not necessarily to boost performance—it won’t ensure gains or guarantee against losses— once you target a level of risk based on your goals, time horizon, and tolerance for volatility, diversification has the potential to improve returns within that level of risk. What is Diversification? Diversification is simply another way of saying, “spread out your risk” or “don’t put all your eggs in one basket.”  Diversifying your investments helps