investments

A woman with shoulder-length blonde hair sits at a desk, smiling. She is dressed in a white top and a dark blue cardigan, accented by a green beaded necklace. The background is a blurred office setting.

Investing Post Pandemic

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

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An image of a balloon covered with U.S. dollar bills being inflated by a black air pump, symbolizing inflation. The balloon showcases prominent dollar bill images, including Abraham Lincoln and other notable U.S. political figures.

Is High Inflation in the U.S. Inevitable?

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

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A 3D representation of a virus with red spikes is shown against a blurred background displaying a rising graph with red and green lines, suggesting an increase in data metrics, possibly related to the virus.

Covid 19 and the Financial Markets

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

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Close-up view of the ends of colored pencils arranged in a tight, orderly grid. The pencils display a variety of colors, each tip reflecting the vibrant diversification surrounded by the wooden hexagonal bases.

A Reminder About Diversification

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

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A vibrant, multi-colored 3D pie chart is displayed atop a spread of diverse graphs and charts. The pie chart is segmented into several sections, each representing different data points, while the background showcases various bar graphs and line graphs.

When Financial "Rules of Thumb" Become Costly

Frank and Fiona Eff are a bright couple who saved diligently for their retirement years throughout their adult lives.  Each is 50 years old, their children have been raised and launched, and each loves their respective job at ABC Corporation. Frank and Fiona enjoy the challenges and connections of their work so much that they plan to stay at their careers another fifteen years before enjoying a retirement filled with family, travel, and giving back

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An artistic image of a tree with autumn leaves captures the dynamic essence of a short-term market. Taken from a low angle, the swirling motion blur effect creates a dizzying visual around the trunk, with the sky peeking through the vibrant branches.

Are You Experiencing Market-Induced Vertigo?

The short-term market we are seeing today reminds me of my job before I became a financial advisor. My previous profession was as a Navy pilot flying the F-14 Tomcat. One of the most uncomfortable feelings I ever had occurred while in-flight refueling on a very dark night over the ocean. By Steve Yeager, AIF®, MBA, Principal and Senior Financial Advisor Flying Blind If you want to know what a dark night over the ocean

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