Category: Community

27 posts categorized as "Community"

Three Reasons to Keep Your Personal and Business Finances Separate

May 24, 2021

If you are launching a new venture, you may wonder whether it’s necessary to open a dedicated bank account for your business. Even if your company is established and already has separate checking and credit-card accounts, you may be tempted to pay business expenses from personal accounts on occasion — or vice versa — particularly…

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Considerations When Making Gifts to Children

May 24, 2021

If you make significant gifts to your children or someone else’s children (perhaps a grandchild, a nephew, or a niece), or if someone else makes gifts to your children, there are a number of things to consider. Nontaxable Gift Transfers There are a variety of ways to make transfers to children that are not treated…

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Decisions, Decisions: Weighing the Pros and Cons of an IRA Rollover

May 24, 2021

If you lose a job, switch employers, or step into retirement, you might consider rolling your retirement plan savings into an IRA. But this isn’t your only option; it could make more sense to keep the money in your previous employer’s plan or move it to your new employer’s plan (if allowed by the plan)….

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Symphony Financial Planning Partners with Healthy Davis Together

May 12, 2021

Davis financial planning firm joins the effort to facilitate a safe reopening of the community. DAVIS, California—May 13, 2021—Symphony Financial Planning announced today that it has partnered with Healthy Davis Together to help ensure the safety of team members, clients, and the community upon returning to the office. Healthy Davis Together (HDT) is a joint…

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Symphony Financial Planning Adds Three Team Members

April 29, 2021

Davis RIA hires trio amid preparations for holding in-person meetings once again. DAVIS, California—April 29, 2021—Symphony Financial Planning, a fee-only Registered Investment Advisor in Davis, today announced that it has welcomed three new team members into the fold: Matthew DeTorres as Operations Manager, Mike Paulson as Technology and Trading Manager, and Valaree Nash as Administrative…

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Symphony Financial Planning’s President Joins the Board of Tree Davis

August 6, 2020

Paul Meyerhoff helps direct operations for the nonprofit organization. DAVIS, California—August 6, 2020—Paul Meyerhoff, Ph.D., CFP®, is taking his support for the Davis community to new heights. The founder and president of Symphony Financial Planning, a fee-only Registered Investment Advisor in Davis, recently joined the Board of Directors for Tree Davis. Tree Davis is a…

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Symphony Sponsors the Davis Chorale

February 28, 2020
Davis Chorale

DAVIS, California—Symphony Financial Planning is pleased to announce that it is supporting the Davis Chorale with a $1,000 sponsorship. The Davis financial advisory firm regularly supports local arts and community organizations. Previous sponsorships include events by the Davis Arts Center, Davis Parent Nursery School, Pamela Trokanski Dance Theatre, and Korematsu Elementary School PTO. “We want…

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Symphony Sponsors the Pamela Trokanski Dance Theatre’s 2019–2020 Season

October 28, 2019
Pamela Trokanski Dance Theatre’s

Symphony Financial Planning is proud to announce its support for the full season of the Pamela Trokanski Dance Theatre. The post-modern, contemporary dance company has four performances planned for its 35th season. Their fall concert, Right Here, Right Now, will open Sunday, November 3, and run the following Friday and Saturday, November 8 and 9….

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Symphony Financial Planning to Sponsor Upcoming Art Events

August 16, 2019
Symphony Financial Planning to Sponsor Upcoming Art Events

Financial planning firm is a sponsor for the Davis Arts Center’s annual studio tour and holiday sale. DAVIS, California—August 17, 2019—Symphony Financial Planning is proud to be a sponsor for two of the Davis Arts Center’s most beloved events: the Davis Art Studio Tour and the annual Holiday Sale. Symphony Financial Planning has sponsored both…

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Operation Education Outreach Continues with Third Symphony Sponsorship

March 3, 2019

We are proud to announce our third school sponsorship in two months, as we are supporting the annual dinner auction for Marguerite Montgomery Elementary. The school’s PTA will hold the Mexican-themed dinner and auction from 5:30 to 10 p.m. March 2 at the Veterans Memorial Center. There will be music, drinks, dinner, and silent and…

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