Uncategorized

Investment Fundamentals Part 3: The Price You Pay Matters

February 2, 2023

In our last piece, we described, Our Marvelous Markets and how to account for it being both robust and random at the same time. Today, we’ll look at how stock pricing works, and why Nobel laureate William F. Sharpe was correct when he reminded us: “Asset prices are not determined by someone from Mars” (even if it may sometimes feel that arbitrary). Markets are inspired by ingenuity, tempered by diversification. The price you pay matters.

A man and a woman are working together at a desk, both looking at a laptop screen. The man, wearing glasses and a blue suit, is standing with his hands on the desk. The woman, in a beige suit, is leaning over, pointing at the screen and smiling as they discuss S corporation advantages.

Advantages and Disadvantages of an S Corporation

January 12, 2023

Many business owners assume that incorporating their business will be too costly or time-consuming, but this is not always the case. If you are just starting your business or have been operating as a sole proprietorship or general partnership, you may be wondering about the advantages of incorporating your business as an S Corporation. In this article, we explore the tax-deduction advantages and disadvantages of the S Corporation. What Is an S Corporation? To form

Cover art for the podcast "Executive Decisions: A Podcast for Business Leaders." The background features dynamic, abstract white lines on a green backdrop, symbolizing corporate work culture. "EP13 Mauro Gregorio" is positioned at the bottom, with an upward-pointing arrow incorporated in the design.

The Secret to a Successful Business Culture with Mauro Gregorio (podcast)

January 12, 2023

Mauro Gregorio joins me to describe Dow’s corporate work culture, diversity and inclusion program, and welcoming atmosphere. He recounts his first job and responsibilities at Dow and what he learned while holding an entry-level position. He explains the importance of humility, asking for help, and ensuring someone is there to help. Mauro also discusses how the pandemic initiated changes in the workplace—particularly in how we work—and how it disrupted the way we value work relationships.

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

A man wearing a dark blazer and light blue shirt is smiling in front of a background with abstract swirl designs. The text on the image reads, “Executive Decisions: A Podcast for Business Leaders. 'Executive leadership means being strong enough to be okay with being questioned.' - Greg Marken.”

What It Takes to Lead a Team with Greg Marken (podcast)

December 9, 2022

Greg Marken is the President, CEO, and Treasurer at Advanced Emissions Solutions (ADES). ADES works with municipal water, coal-fired power generation clients, and other industries by providing emissions control and water purification solutions. Greg has been at the helm of ADES since July 2020. He also serves as a manager on the Board of Managers of Tinuum Group and as a manager and officer of other ADES subsidiaries. He has over 15 years of experience

A laptop with a blue screen, displaying images of newspapers labeled "NEWS" flying out from it, symbolizing the transition of news from print to digital. The background is plain white, emphasizing the importance of reliable news sources in today's digital age.

The Internet Told Me So

December 7, 2022

It goes by many names. On the scary side: fake news, disinformation, Cambridge Analytica, yarns. On the (typically) lighthearted side: realistic satire. We all know that much of the internet’s content is misleading, which can lead to a worrying insecurity about the facts we use for decision making. As SYM’s Chief Investment Officer, allow me to share a few of the primary techniques we use to guard our decisions against untrue input. This is not

Investment Fundamentals Part 3: The Price You Pay Matters

Advantages and Disadvantages of an S Corporation

The Secret to a Successful Business Culture with Mauro Gregorio (podcast)

Investment Fundamentals: Remembering Years Past.

What It Takes to Lead a Team with Greg Marken (podcast)

The Internet Told Me So

Podcasts

CIO Corner

Topics

Life Events

How can we help?

Let’s Talk

Fort Wayne, IN

Warsaw, IN

Indianapolis, IN

Midland, MI

Mishawaka, IN

Fort Wayne, IN

Warsaw, IN

Indianapolis, IN

Mishawaka, IN

Midland, MI

Let Us Help!

Who We Serve

What We Do

Insights

Contact us