Date: May 2017

5 posts in May 2017

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
investing

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
technology

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
finances

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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