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A pair of hands reaches towards a butterfly in flight, set against a serene, sunlit background. The butterfly, with its vibrant orange and black wings, symbolizes transformation. The logo for SYM Financial Advisors, an RIA firm dedicated to your financial growth, is in the bottom right corner.

The Legacy Dan Wheeler Left Us and Why it Matters to You.

March 20, 2023

Are you familiar with the butterfly effect, or how small actions can have big, often unexpected ripple effects? The classic example (and its name source) is a butterfly flapping its wings in one locale altering the air pressure just enough to generate a tornado halfway around the world. Next question: Have you ever heard of Dan Wheeler? Unless you are an independent, fee-only financial advisor, you probably don’t know this unsung hero. But despite his

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Podcast cover art for "Executive Decisions: A Podcast for Business Leaders." The background features abstract, swirling white lines on a green gradient with a yellow arrow pointing upwards. Text reads "EP14 Tactical Stock Options and Executive Compensation.

Tactical Stock Options: Where Should You Invest in the Coming Year?

March 7, 2023

Stock season is upon us, but what does that mean? It’s the time of year when many executives receive compensation in the form of stock options, incentive stock, restricted stock, or performance stock. Here at SYM Financial, we work with some of the best executives, and we have a quick word of advice we want to share in preparing for stock season. You’ve spent the previous year making decisions for your company’s bottom line, and

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Logo for "SYM Investment Fundamentals Part 5" featuring a hand holding squares of various colors and sizes, symbolizing blocks of investment.

Investment Fundamentals Part 5: Your Financial Plan

February 17, 2023

So far in our investment fundamentals series, we’ve explored the history of investing; how important it is to save (so you have money to invest); how to invest efficiently in broad markets; and why to avoid chasing or fleeing rising or falling prices. But there is more to the story. While investing is one of the most critical elements of long-term financial success, it can’t be done in isolation. In fact, the best results most

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Logo for SYM Investment Fundamentals Part 4. The image depicts the word "SYM" with a stylized hand placing multicolored blocks in a stack formation, symbolizing building investments, beside the text "Investment Fundamentals Part 4.

Investment Fundamentals Part 4: Patience and Personal Persistence

February 8, 2023

So far in our investment fundamentals series, we’ve explored the history of investing; how important it is to save (so you have money to invest); how to invest efficiently in broad markets; and why to avoid chasing or fleeing rising or falling prices. By applying these principles, you are much better positioned to let capital markets work their wonders on your investments. But there are two more essentials that can make or break even the

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The image features the logo for "SYM Investment Fundamentals Part 3." The design includes a hand placing a colored block into a grid, symbolizing building or investing in something fundamental. The text is stylized with a mix of bold and regular fonts.

Investment Fundamentals Part 3: The Price You Pay Matters

February 2, 2023

In our last piece, we described, Our Marvelous Markets and how to account for it being both robust and random at the same time. Today, we’ll look at how stock pricing works, and why Nobel laureate William F. Sharpe was correct when he reminded us: “Asset prices are not determined by someone from Mars” (even if it may sometimes feel that arbitrary). Markets are inspired by ingenuity, tempered by diversification. The price you pay matters.

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Logo featuring the text "SYM Investment Fundamentals Part 2." Above the text, there is a stylized hand placing colored blocks in a grid, symbolizing strategic stock market planning.

Investment Fundamentals Part 2. Our Marvelous Markets.

January 31, 2023

In our last piece, we wrote about how recency bias can damage your investments by causing current crises to loom large, while rewriting your memories of past challenges. Recency tricks us into overpaying during heady times, and bailing at bargain rates, when our confidence fades. One of the best ways to combat recency bias is by focusing instead on the fundamentals that have served investors well for centuries, if not millennia. In this series, we’ll

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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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