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A man with short gray hair and wearing a blue suit and white shirt is smiling at the camera. Text on the image reads "SYM Financial Advisors," "The Owner's Corner," and "Tim Early, CEO DreamOn Group." Ideal for business owners seeking expert advice.

Packaging Unwrapped: A Journey through the Medical Device Industry with Tim Early

January 23, 2024

In this episode of the Owner’s Corner, host Seth Whicker welcomes Tim Early, CEO of DreamOn Group, for a deep dive into his entrepreneurial journey. Tim’s story begins with a move from upstate New York to Florida, marking the start of his career in the medical device industry. His narrative is not just about career choices but also highlights his entrepreneurial spirit. Tim shares candid insights into his early attempts at starting several businesses, discussing

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What happens to your cell phone if something happens to you?

January 16, 2024

Imagine losing your cellphone. In an instant, contact information for everyone you know is gone. Thousands of pictures and other important information are locked away in thin air. Multi-factor authentication no longer works on many of your important accounts because you don’t have the phone that can receive the text/email/pin. If you are lucky, you have a backup plan that puts you back in operation in a day or two. What if a person dies

What You Should Know About the Messy Middle of Life Limiting Illnesses

December 28, 2023

We live longer but our capacity is diminishing and in practical care giving it’s not always clear who is making the decisions from day-to-day. As a financial advisor, I work with clients everyday who live in the gray space with their loved ones. This is the messy middle, where caring for those who are perfectly capable one day, but then slowly diminishing the next, is a confounding effort. I am always encountering professionals who enlighten

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The Difference the Right Financial Advisor Can Make

December 20, 2023

You have likely been told at least once that you need a financial advisor. Perhaps you know it, but it isn’t getting prioritized over the other things on your to-do list. Maybe you don’t fully understand how one can benefit you. You could even think it is not worth the cost. There is evidence a financial advisor will actually save you money in various ways. You can read more about that in this blog. Consider

A crossword puzzle made of red and white cubes features the words "CAPITAL" horizontally and "GAIN" vertically intersecting at the letter "A." Below the puzzle, the phrase "FUND DISTRIBUTIONS" is displayed in red, bold, stylized text.

Capital Gains Fund Distributions Explained

December 6, 2023

As typically occurs at year-end, some of the funds in your SYM portfolio are expected to pay capital gains distributions in December. Because such distributions may impact your 2023 tax planning, we’d like to offer some thoughts about the process. Because mutual funds do not pay taxes, they must pay realized gains and income to shareholders in cash. As required by law, mutual funds distribute all realized capital gains and dividends on an

Man in a word bubble with his hands together in. Captions reads "Andy's Insight" explanation

What Does Increasing the Minimum Wage Do to the Economy?

December 6, 2023

We recently asked SYM’s Chief Investment Officer Andy Popenfoose this question. This is a paraphrase of what he shared. Catch his exact words in the video above. The Classic Set up of Two Curves Early labor economics curriculum teaches us about two curves, the supply of labor and the demand of labor. These two curves show how many workers and employers are willing to work and pay for different wages. Here is an example

symnet

Packaging Unwrapped: A Journey through the Medical Device Industry with Tim Early

What happens to your cell phone if something happens to you?

What You Should Know About the Messy Middle of Life Limiting Illnesses

The Difference the Right Financial Advisor Can Make

Capital Gains Fund Distributions Explained

What Does Increasing the Minimum Wage Do to the Economy?

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