Category: Community

24 posts categorized as "Community"

Keeping Cool: Investment Strategy vs. Reaction

March 25, 2020
Long Term

After losing ground in 2018, U.S. stocks had a banner year in 2019, with the S&P 500 gaining almost 29% — the highest annual increase since 2013.1 It’s too early to know how 2020 will turn out, but it’s been rocky so far, and you can count on market swings to challenge your patience as an…

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How Long Should You Keep Financial Records?

March 25, 2020
Tax file folders

Once tax season is over, you may want to file your most recent records and discard older records to make room for the new ones. According to the IRS, personal tax records should be kept for three years after filing your return or two years after the taxes were paid, whichever is later.* (Different rules…

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Social Security May Offer a Lifetime of Protection

March 25, 2020
Social Security Check

Social Security is much more than a retirement program. Most Americans are protected by the Old-Age, Survivors, and Disability Insurance (OASDI) program — the official name of Social Security — from birth through old age. Here are four times in your life when Social Security might matter to you or the people you care about….

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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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Proud to Support the Davis Parents Nursery School as an Event Sponsor

February 24, 2019

We are proud to announce that we served as a sponsor for the for the Davis Parents Nursery School annual fundraiser and auction. The fundraiser and auction—coinciding with the preschool’s 70th anniversary—was held February 23 at the Vets Memorial Center. The preschool is a parent cooperative, meaning it is administered and maintained by parents. The…

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Symphony Is Supporting North Davis Elementary

February 23, 2019

We were excited to sponsor the annual fundraiser and auction for North Davis Elementary School. The school’s PTA hosted the event February 22 at the Veterans Memorial Center. It’s the biggest fundraiser for the school, and we were honored to join it as part of our ongoing community outreach. In addition to our sponsorship, we…

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Ann Fagan, CFP®, Joins Symphony Financial Planning

December 13, 2018

Fagan brings more than 30 years of experience to Davis wealth management firm. DAVIS, California—Symphony Financial Planning, a Davis-based investment advisory firm, announced today that Ann B. Fagan has joined the firm as a financial planner. “We are thrilled to have Ann join our firm,” said Paul Meyerhoff, Symphony Financial Planning’s founder and president. “Our…

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