Tag: Retirement Planning - SYM Financial Advisors -

A wooden mannequin balances on a tightrope, skillfully engaging in risk planning as it carries colorful puzzle pieces labeled with the letters "R", "I", "S", and "K" above its head. The sky in the background is clear and blue.

Dealing with the Rising Cost of Healthcare and other Risk Planning

April 25, 2023

Planning for contingencies is so much a part of day-to-day life we forget we even do it. Like keeping a spare tire in the trunk or band aids in the medicine cabinet – just in case. Those of us who drive have car insurance, most of us have healthcare coverage, and either home-owner’s insurance or a renter’s policy. We understand, and even hope, that we never use the insurance and are willing to pay the

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

An infographic by SYM Financial Advisors shows long-term incentives among the 250 largest companies in the S&P 500 index for 2021. Three trophies indicate: Stock Options (54%), Restricted Stock (65%), and Performance Awards (92%).

Why Corporate Executives Need Specialized Financial Planning

October 6, 2022

While the compensation structure of a corporate executive is definitely one of the perks of rising in the ranks, the vast complexities of the modern executive compensation package also leave the door open for missteps around every corner. Many freshly minted executives want to keep managing their personal income, retirement, and tax preparation, because that’s the way they’ve been doing it for years. But tap a longtime executive on the shoulder for a piece of

A smiling man carries a woman on a beach at sunset, both looking joyful. The text reads "SYM Financial Advisors" and "Retirement Readiness: How ready are you?.

Retirement Readiness: How ready Are You?

August 22, 2022

Where will your money come from after you retire, and will you have enough to live the retirement you imagine?

Can You Stay in Your Seat?

March 18, 2022

Stock prices rise and fall, sometimes dramatically. Can we minimize risk – and perhaps enhance returns – by avoiding stocks when danger signals are flashing? Are there experts who can identify these signals and alert us when to make changes in our portfolios? Where does cryptocurrency fit into the equation? Join Tom Ackmann of SYM Financial and Weston Wellington of Dimensional Funds for this free hour. This presentation looks at the challenges confronting investors over

A red pushpin is pinned on the 30th of a calendar, which corresponds to a Friday. The date is crossed out with a red "X" and the word "RETIRE" is written in red above the date.

Setting Your Retirement Date: Are You Too Late or Too Early?

January 11, 2022

How much thought have you put into your retirement date? If you said “not that much,” then you are in good company. Most people simply assume they’ll retire whenever they become eligible for Social Security benefits. However, it doesn’t have to be that way. There’s a lot more that goes into retirement planning than just your age. According to a study conducted by Columbia Business School’s Center for Decision Sciences, the act of thinking about

Retirement Planning

Dealing with the Rising Cost of Healthcare and other Risk Planning

Investment Fundamentals Part 4: Patience and Personal Persistence

Why Corporate Executives Need Specialized Financial Planning

Retirement Readiness: How ready Are You?

Can You Stay in Your Seat?

Setting Your Retirement Date: Are You Too Late or Too Early?

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