Please Join Us for a Night Out

May 22, 2017

Symphony Financial Planning is pleased to announce our upcoming financial presentation and art event, which will take place the evening of Tuesday, May 23rd.  Attendees will enjoy beverages, appetizers, and live music in a peaceful art gallery setting while listening to an engaging speaker. Our talented guest presenter will be Weston Wellington, a vice president…

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Investing That Makes an Impact

May 19, 2017

Socially responsible investing (SRI) has come to represent various investment strategies that favor companies with business practices generally viewed as socially responsible, ethical, and/or sustainable. Overall, investor interest in SRI has been gaining momentum. In fact, the number of investment funds incorporating ESG (environmental, social, and governance) factors has increased 12% in the last two…

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How Can Technology Help Me Manage My Money?

May 19, 2017

It may seem that there’s an app or software program for every purpose, and that includes managing your money. Here are some examples where technology may be useful in helping you get a handle on your money. Creating a budget: There are multiple apps available that enable you to input your monthly income and expenses to…

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Spring Cleaning Your Finances

May 19, 2017

The arrival of spring often signifies a time of renewal, a reminder to dust off the cobwebs and get rid of the dirt and grime that have built up throughout the winter season. And while most spring cleaning projects are likely focused on your home, you could take this time to evaluate and clean up…

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Symphony Financial Planning Shows Support for Young Artists

May 1, 2017

Financial planning firm sponsors annual juried show and art exhibit for area students. Symphony Financial Planning is pleased to announce that it is a sponsor of this year’s Gerald Wooliever Senior Juried Show and Arlynne Crandall High School Exhibit in downtown Davis. The nonprofit Davis Arts Centers hosts the annual juried show and exhibit, both…

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Estimating Your Retirement Income Needs

March 6, 2017

You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you’ll need to fund your retirement. That’s not as easy as it sounds, because retirement planning is not an exact science. Your specific needs depend on your…

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Saving for Retirement and a Child’s Education at the Same Time

March 6, 2017

You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your retirement and your child’s education at the same time can be a challenge. But take heart–you may be able to reach both goals…

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Symphony Financial Planning Sponsors Davis Arts Center Holiday Sale and Fundraiser

November 10, 2016

DAVIS, California—Nov. 10, 2016—Symphony Financial Planning wants to help families find thoughtful Christmas presents for their loved ones while giving a boost to local artists and the Davis Arts Center. The wealth management firm will sponsor the Davis Arts Center’s 26th annual Holiday Sale from Dec. 2 to 4 at the center, at 1919 F…

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Symphony Financial Planning Gets Hands-On—Sponsors Evening of Interactive Art

October 24, 2016

Pence Gallery to host art, music and optical illusions November 4 in Davis. DAVIS, California—October 24, 2016—It’s no trick of the eye: Symphony Financial Planning will sponsor November’s optical-illusion-themed installment of Art After Dark. The Pence Gallery is hosting the new Art After Dark series on the first Friday of each month. The series explores…

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Symphony Financial Planning to Host Works of Autistic Artist Simon Eisenberg

October 7, 2016

Art Sale Proceeds to Benefit Horeseplay Therapeutic Riding Center DAVIS, California—October 7, 2016—Symphony Financial Planning announced today that it will host the works of artist Simon Eisenberg as part of the firm’s participation in the 2nd Friday ArtAbout activities in downtown Davis. All proceeds from the sale of Eisenberg’s art will benefit Horseplay Therapeutic Riding…

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