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Celebrate Your Resolve

July 13, 2023

Recent numbers are now in, with good news to share. With some financial analysts describing a “gravity-defying” “monster rally” across major market indices, most disciplined investors have been richly rewarded for sticking with their appropriate investment allocations. Even had quarterly and year-to-date numbers not shown improvement, we would have advised you to remain invested as planned anyway. The same can be said for whatever the rest of the year has in store. We know markets

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An advertisement for the "EmpowHer: Financial Prowess for Women" series hosted by SYM Financial Advisors. The image features a headshot of Michelle Hipskind, CFP. Text indicates the episode is hosted by her, titled "EP4 Michelle Hipskind.

How Much Do I Need to Retire?

July 6, 2023

Michelle Hipskind, CERTIFIED FINANCIAL PLANNER™ and overseer of the Empower Women’s Financial Education Program, discusses the question, “How much do I need to retire?” She emphasizes why there is no one-size-fits-all answer and that it depends on factors such as what the retiree wants their retirement to look like, what they can control, and what they cannot control. Other considerations include replacing cash flow, managing debt, accounting for taxes and healthcare expenses, dealing with inflation,

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A graphic of a red pig silhouette with a black meat cleaver overlapping it diagonally. The butcher's cleaver has the words "Investing scam" written on its blade, symbolizing a financial and cyber scam targeting investors.

Protect your Investible Assets from Pig Butchering

July 5, 2023

What is it? A new cyber scam. In our last installment, Cyber Security and Your Digital Assets – SYM Financial Advisors –, we outlined how to build an effective cyber security plan.  We hope that you are making headway on securing those digital assets.  Part of building a strong cyber security plan requires being informed of the ever-evolving criminal scams that attempt to rob you of your hard-earned assets. Personal vigilance is still one of

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A promotional graphic for SYM Financial Advisors' podcast, EMPowHER, dedicated to financial prowess for women and inheritance matters. Hosted by Michelle Hipskind, CFP®. EP2 Michelle Hipskind. To the right is a woman with shoulder-length hair, wearing a white top and green jacket, smiling.

Inheriting Financial Relationships

June 1, 2023

In this episode of the EmpowHER Podcast, Michelle Hipskind, a certified financial planner, discusses the phenomenon of women inheriting investment portfolios and being dissatisfied with their financial advisors. She notes that 70% of women who inherit responsibilities for an investment portfolio want to switch to someone they are more comfortable with. Michelle provides five important questions to ask a financial advisor to ensure transparency and to guarantee that the advisor is acting as a fiduciary.

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Podcast cover for "EmpowHer: Financial Prowess for Women" by SYM Financial Advisors. Text reads: "Hosted by Michelle Hipskind, CFP. EP1 Heidi Adair discussing probate problems." Featuring an image of a smiling woman with shoulder-length hair.

Navigating the Nightmare of Probate with Heidi Adair

May 18, 2023

Heidi Adair is a partner at Beers Mallers whose legal practice is focused in the areas of Estate Planning and Elder Law. She is certified as an Estate Planning & Administration Specialist by the Indiana State Bar Estate Planning and Administration Specialty Certification Board. Heidi regularly advises clients regarding the protection of assets through the use of advanced Estate Planning and Elder Law planning. She has counseled numerous families regarding wills, Revocable Living Trusts, and

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Fort Wayne, IN

(260) 387-6822

7030 Pointe Inverness Way #100,
Fort Wayne, IN 46804

Warsaw, IN

(574) 267-2300

801 Park Avenue,
Winona Lake, IN 46590

Indianapolis, IN

(317) 848-2180

9100 Keystone Crossing #560,
Indianapolis, IN 46240

Mishawaka, IN

(574) 287-0035

4215 Edison Lakes Pkwy Suite 320
Mishawaka, IN 46545

Midland, MI

(989) 631-0244

414 Townsend St # 202,
Midland, MI 48640

Schedule A Meeting

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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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