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  3. November 2020

November 2020

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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