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A logo with the text "SYM Investment Fundamentals Part 1." The design includes an illustrated hand placing blocks in a grid, suggesting the concept of building or organizing investments.

Investment Fundamentals: Remembering Years Past.

January 11, 2023

“There were so many big events competing for our attention this last year …,” said nearly every investor, almost every year, ever. We’re not making light of last year’s uncertainties. Inflation is real and lingering; we can’t rule out the possibility we’ll still see a recession instead of the hoped-for soft landing (although neither has been reported yet). Heightened levels of market volatility across stock and bond markets alike may have left you once again

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Two white bulldogs with wrinkled faces and stocky builds stand side by side on grass, facing the camera. The background features blurred autumnal foliage, suggesting it is fall. Both dogs have similar expressions, giving them a stern and attentive look—much like seasoned stock market analysts.

The stock market and the economy are not the same.

September 21, 2022

“Be aware that the market does not turn when it sees light at the end of the tunnel. It turns when all looks black, but just a subtle shade less black than the day before.” – James Montier Why must we view them differently? The stock market is frequently taken for a real-time analog to the economy. Too often the two are compared in ways that make them appear similar.  It may surprise you to

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An infographic by Sym Financial Advisors explains stock options for executives, highlighting the risks of high concentration in any single stock. It shows a 1-year decline rate of 75%, a 5-year rate of 35%, and a 10-year rate of 30%. The infographic, which includes a historical trend graph, emphasizes smart compensation strategies.

Stock Options for Corporate Executives

August 2, 2022

Corporate executive compensation packages often include stock options. As a supplement to a base salary, these options can be a powerful wealth creator and a core component of your overall investment portfolio and retirement plan. We believe executives need to keep in mind that the volatility and tax intricacies of these options require deft hands to manage. Wrong choices can have lasting impact and easily overpower your overall risk profile. Quick Primer on Stock Options

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A family of four stands on a grassy hilltop, with two adults carrying two children on their shoulders. They face a clear blue sky where clouds form the shapes of the world map, illustrating the continents and reflecting on global events like economic pain in Russia.

The Heightened Economic Pain in Russia

June 13, 2022

Are you worried about what the Russian-Ukrainian war means for your portfolio? Do you feel waves of frustration as the US inflation numbers have markedly increased, and everything from groceries to gas prices is digging deeper into your wallet? This might help you feel a bit better. After facing over 2,778 internal sanctions and experiencing tens of thousands of casualties, Russia will likely repent its invasion decision for years to come. Several international parties (ranging

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A person with short hair is lying on the ground amid yellow flowers, looking through binoculars. The background is blurred, featuring a soft-focus outdoor setting that distracts from inflation worries.

Monday Morning “Fed Watching” and Other Thoughts on Inflation

February 17, 2022

Are inflation concerns getting to you? It can be unsettling to watch gas prices and the cost of weekly groceries go up, up, and up. Inflation can erode wage increases to the point that paying for anything from braces to electricity can become a stretch. Why is this happening and who is responsible?  Some pundits and pontificators point the finger at the U.S. Federal Reserve. “The Fed” has a mandate for monetary policy commonly known

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A graphic image featuring digital representations of three cryptocurrencies: Ethereum (ETH) on the left, Bitcoin (BTC) in the center, and Litecoin (LTC) on the right. The symbols are depicted in a glowing blue color against a dark background.

Our Thoughts on Cryptocurrency and Bitcoin

August 10, 2021

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

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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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