![A bald man in a blue suit with a patterned tie stands at a wooden desk, gesturing with his right hand. He is smiling and appears to be discussing artificial intelligence. The background features a wooden wall with blue lighting, a screen, and shelving.](https://www.sym.com/wp-content/uploads/2023/12/cio-corner-6.png)
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![A bald man in a blue suit with a patterned tie stands at a wooden desk, gesturing with his right hand. He is smiling and appears to be discussing artificial intelligence. The background features a wooden wall with blue lighting, a screen, and shelving.](https://www.sym.com/wp-content/uploads/2023/12/cio-corner-6.png)
![A man in a blue suit with a white shirt and blue checkered tie is speaking. Gesturing with his right hand, he stands against a wood-paneled wall accented by blue lighting and a black shelf. Discussing artificial intelligence, his words resonate within the modern setting.](https://www.sym.com/wp-content/uploads/2023/12/cio-corner-5.png)
Is AI The Next Big Thing In The Markets?
December 6, 2023
https://youtu.be/V2xtFzia32A?si=jGdQJX4WYGo8aygd 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. AI is a major force in the economy. AI is a major force in the economy. I have been following the developments of artificial intelligence for a long time. What we have witnessed in the last few quarters is that AI is not only a scientific field,
![A man in a suit is giving a presentation in a room with wooden walls and shelves filled with books and decorative items. A text overlay at the bottom of the image reads, "Inflation is already calculated in your plan.](https://www.sym.com/wp-content/uploads/2023/12/inflation-on-retirement.png)
![A man in a suit is smiling at the camera. The text on the image reads "The Owner's Corner EP 19 Matt Roskuski." The background features a gradient of blue tones, creating a professional setting for business owners to gain insights.](https://www.sym.com/wp-content/uploads/2023/11/oc-ep-19.png)
Bridging the Gap: How Matt Roskuski Helps Companies Work as One
December 5, 2023
Owner of Status Go Consulting, Matt Roskuski, has over two decades of executive-level sales and marketing experience. He has worked for organizations of all sizes, from small privately-owned companies to global giants. His experience spans a diverse collection of industries including technology, telecommunications, manufacturing, consumer products, ecommerce and healthcare. Matt’s a native of Ft. Wayne and has a degree in Management from Purdue – West Lafayette. Early in his career, he spent nine years
![A man in a suit, glasses, and a striped tie bends under the heavy weight of three large binders labeled "TAX" stacked on his back. He appears strained as he balances the oversized folders, symbolizing the burden of estate tax mitigation, against a green background.](https://www.sym.com/wp-content/uploads/2023/11/Images-for-blogs-515-×-423-px-11.png)
5 Estate Tax Mitigation Techniques You Should Consider
November 15, 2023
The Tax Cuts and Jobs Act In 2017, The Tax Cuts and Jobs Act doubled the amount that someone could pass to their heirs without incurring Federal estate tax. As a result, many families have enjoyed relief from the federal estate tax. In 2023, an individual can pass just under $13 million ($26 million for a couple) to their heirs without getting hit by the 40% federal estate tax. There is an important caveat note,
![A smiling man with curly hair, wearing a dark suit jacket, is featured on the cover of "The Owner's Corner" podcast. Text on the image reads "The Owner's Corner," "EP 17," and "Matt Schrock." The background has a blue gradient with diagonal light streaks.](https://www.sym.com/wp-content/uploads/2023/10/OC-ep-17-tile.png)
How a Values-Driven Culture Attracts Ideal Clients with Matt Schrock
October 31, 2023
In this episode Matt Schrock discusses the journey that led him to joining the family construction business, DJ Construction. He talks about how DJ Construction was started by his grandfather and uncle in 1954 and has grown over the decades to include an office in Kalamazoo, Michigan. Matt describes DJ Construction’s leadership structure and how they ensure the right people are in the right roles. He also discusses the company’s focus on their core values