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Why Diversifying Your Portfolio is Important

Submitted by SY Financial Group on November 2nd, 2020

If you’re a beginning investor, it’s likely you’re concentrating on building your portfolio.  But as important as it is to build that portfolio, you should also ensure that it’s diversified.

Why is a diversified portfolio so important?

There are three key reasons why diversifying is important:

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How can a Financial Advisor Can Assist me with Lowering Tax Liability?

Submitted by SY Financial Group on November 2nd, 2020

Earning an income comes with taxes, and your investment incomes are no different. As your portfolio grows into retirement, it’s important to consider the difference between retirement pre-tax income and retirement after-tax income. A savvy advisor will consider your future tax liabilities to be an integral part of your overall retirement strategy.

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3 Reasons Why a Financial Professional is Better than the Do-It-Yourself Approach

Submitted by SY Financial Group on November 2nd, 2020

When it comes to managing your personal finances, paying someone else to decide where to put your money may feel counter-intuitive. After all, who knows and understands your financial needs and goals better than you? Well, the truth is that a financial professional is far better suited to the task.

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The Value of Investing with a Financial Professional Instead of a Do-It-Yourself Approach

Submitted by SY Financial Group on November 2nd, 2020

Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit to manage your investments when you can do-it-yourself with a simple online brokerage account? There are many reasons to trust a professional - read on to find out whether it’s worth it to go with the pros.

Active vs. Passive

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Social Security History and Benefits

Submitted by SY Financial Group on January 9th, 2019

Created as a result of the Great Depression, The Social Security Act was signed into law by President Roosevelt in 1935; mainly due to the rise in poverty of the nation’s elderly population. The act was designed to provide retired workers ages 65 and older with a continuing income after retirement.

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Getting Started in the Stock Market

Submitted by SY Financial Group on January 9th, 2019

Investing in the stock market can be extremely rewarding, but not without risk. While most investors understand that market volatility is a given in the stock market, for those trying to decide whether to invest in stocks, the volatility alone gives them pause. A lot of people are too risk averse to be comfortable investing in the stock market.

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Smart Taxes: Roth IRA

Submitted by SY Financial Group on February 21st, 2018

Without fail as Tax Day approaches every year, the mind whirls while you check boxes and fill in numbers about everything you could have, should have, would have done to save more money on taxes. Could you have saved more? Invested better? Been smarter at charitable giving? Probably.

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Will Retirement Investors Tolerate the Next Big Downturn? The Case for Fixed Indexed Annuities

Submitted by SY Financial Group on February 21st, 2018

No one can predict with any degree of certainty when the next market correction or bear market will occur, or how long it will last. What we do know is that, at eight years and counting, the current bull market has lasted twice as long as the average bull market.

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How to Choose a Life Insurance Agent

Submitted by SY Financial Group on February 21st, 2018

Buying life insurance usually starts with trying to determine how much and what type you should buy. You will probably need some help making those decisions, so following is some insight on how to choose an agent who can help you make a smart life insurance buying decision.

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Video: How to Choose the Right Investment Advisor

Submitted by SY Financial Group on February 21st, 2018

When looking for any professional advisor, it is important to be able to match their characteristics, temperament, client profile and experience level to your own profile.

 
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Recent Blog Posts

  • Why Diversifying Your Portfolio is Important
  • How can a Financial Advisor Can Assist me with Lowering Tax Liability?
  • 3 Reasons Why a Financial Professional is Better than the Do-It-Yourself Approach

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