SYM White

CORPORATE EXECUTIVES

A podcast cover featuring the title "Executive Decisions: A Podcast for Business Leaders" with an abstract design of white arrows on a green background. The episode number "EP2" and the name "Tom Schwyn" are also displayed at the bottom.

Executive Decisions – Discerning Good Professional Advice from Bad with Tom Schwyn (podcast)

February 14, 2022

Tom Schwyn is the Vice President of Global Legal Operations and GPO General Counsel at Whirlpool, one of the world’s leading kitchen and laundry appliances brands. Tom has an incredible career story, having joined Whirlpool as an electrical engineer back in 1987. As Vice President of the Legal Operations department, today Tom is tasked with mitigating risks, optimizing value, and promoting global collaboration across legal departments. He is planning to retire by the end of

Read More »
A diverse group of professionals sits in a row at a conference or meeting. They are wearing business attire and are attentively listening, taking notes, or looking forward. The background is a vibrant orange color.

Stock Options for Corporate Executives: Q&A with SYM Financial

April 22, 2021

Incentives matter. This maxim is one of the first things taught in Economics 101 class. Stock options are a powerful compensation mechanism that can encourage loyalty and performance from corporate executives. Stock options come in many forms and can get confusing. Here are some foundational reminders to get us started. A stock option is the right to purchase shares of stock at a pre-determined price at some point in the future. Stock options can become

Read More »
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

Read More »

Podcasts

CIO Corner

Topics

How can we help?

This field is for validation purposes and should be left unchanged.

Let’s Talk

Visit our offices, schedule a meeting, call, or email anytime!

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

Midland, MI

(989) 631-0244

414 Townsend St # 202,
Midland, MI 48640

Mishawaka, IN

(574) 287-0035

4215 Edison Lakes Pkwy Suite 320
Mishawaka, IN 46545

Schedule A Meeting

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

Let Us Help!

We’ll listen. Then advise on your next best steps toward financial clarity.

Call Us
Email Us

Who We Serve

What We Do

Insights

Contact us

Linkedin Facebook

* 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.

All Rights Reserved © 2022 SYM Financial Advisors

Careers Disclosures Privacy / Terms Form CRS Sitemap