Mitch Mahoney - Financial Advisor

09/18/2024

Here’s what the half-point interest rate cut will mean for your car loans, credit cards, mortgages, savings and student loans.

09/03/2024

Just like investing - starting to build credit early can build on itself.

Giving a child a credit card can give them a big credit boost. When it doesn’t work, they risk inheriting mistakes.

09/03/2024

We are proud to announce our Gold Sponsorship of this year’s Loudoun 40 Under 40.
Mitch returns to the event this year, now as a sponsor, with the chance to help support many of Loudoun’s rising stars that do so much for their community both in and out of the office.
We look forward to partaking in such a wonderful annual event!

Loudoun 40 Under 40 awards recognize Loudoun County, Virginia’s rising business and community leaders, honoring 40 bright stars under the age of 40 annually. In its seventh year, the awards program has featured Loudoun’s most accomplished and inspiring young talent.

08/28/2024

Happy to celebrate Hannah’s one year at Symphony Financial, as we honed our skills at our annual conference!

07/11/2024

Virginia is America's Top State for Business in 2024, with an elite education system and among the nation's best infrastructure.

06/30/2024

Looking for great reads to make you richer in knowledge (and perhaps wealth)? Here are recommendations from financial planners.

06/12/2024

Roth conversions early in retirement, during periods of potentially low tax rates can make sense for some retirees - helping lower their lifetime tax bill.
Something we’ve run across multiple times this week alone!

Retirees could cut their lifetime tax burden as well as minimize taxes’ impact on the long-term wealth of their heirs.

06/01/2024

The toughest part of estate planning isn’t writing the will, but talking about it openly with the family.

06/01/2024

Life and Money in Concert Finding Strength in Each Other Kristin Rodriguez is interviewed by Amy Webber, Cambridge CEO, about her passion for sustainable investing and her journey along the way. Listen to the podcast here Our Team Symphony is a privately owned financial services firm with offices in...

05/12/2024

We are excited to announce that Mitch was voted 'Best Financial Advisor' in Ashburn Magazine 'Best of', 2024 edition. So thankful to our wonderful family, friends, clients, and partners for all their support over the years!

Full magazine (pgs 24 & 28): https://e.issuu.com/embed.html?d=ashburn_may_june_2024_spreads&pageLayout=singlePage&u=leesburgtoday

05/04/2024

Investors’ motivations for working with an advisor go beyond financial reasons, and are often inflicted by emotions.

The top two reasons why clients fire their financial advisor have nothing to do with cost or return performance 🤔

Our sponsor Morningstar, Inc. sheds light on why the calibre of financial advice, service quality, and the strength of the client-advisor relationship play pivotal roles in shaping investors' decisions.

https://www.visualcapitalist.com/sp/top-reasons-clients-fire-a-financial-advisor/

02/11/2024

Feels great to have been nominated by some of my wonderful business partners for best Ashburn Financial Advisor.

Check it out now!

12/23/2023

Ready to take on 2024 with the Symphony Financial team!

12/12/2023

Come join us for some Santa pics at SimplyBe Coffee!

11/29/2023

As the holiday season approaches, it is important to begin budgeting for your gift shopping ahead of time. Taking proactive steps now will help you manage expenses wisely and make the most of the festive season. Virginia Tech economics and finance experts share why.

11/07/2023

The 20 Most Common Investment Mistakes, in One Chart 📈

https://advisor.visualcapitalist.com/20-most-common-investment-mistakes/

11/03/2023

Big news if you’re a Mint user!

Intuit, which acquired Mint in 2009, is encouraging users to switch to Credit Karma, its money management and credit score service.

11/01/2023

$200 single, $400 joint.

Eligible Virginians can look forward to a new 2023 tax rebate of up to $400. Do you qualify?

09/29/2023

Visualized: How Long Does it Take to Double Your Money? 💰️

https://www.visualcapitalist.com/visualized-how-long-does-it-take-to-double-your-money/

09/13/2023

We are very excited to welcome Hannah to the team as our new Director of Operations. She will be working alongside Linda, our Office Manager, to ensure that our office continues to operate smoothly and with client satisfaction.

Hannah is originally from Ocean City, Maryland, a beach town that taught her the value of teamwork and community service. Building on this foundation, she joined the Air Force National Guard in 2015 at the age of 17.

Hannah graduated from Towson University in 2020 and subsequently moved to Northern Virginia. She was a teacher in Loudoun County Public Schools for three years, an experience that enriched her skills in communication, management, and problem-solving. Hannah also has eight years of customer service experience under her belt. She understands that the key to a successful operation is a satisfied client, and she is committed to ensuring that our client services are nothing short of exceptional.

In her free time, Hannah enjoys baking, camping, and reading a good book.

We are excited for our clients to get to know her!

08/30/2023

Time IN the market, not timing the market. Consistency breeds results.

Timing the Market: Why It’s So Hard, in One Chart 📈

https://www.visualcapitalist.com/chart-timing-the-market/

08/19/2023

“It's estimated that more than $68 trillion will be bequeathed to their offspring. The great wealth transfer is expected to make Millennials the richest generation in American history.”

The wealth handover will have a significant impact on the economy. Millennials are expected to hold five times as much wealth as they do today by the 2030s.

08/05/2023

As inflation cools, so do COLA’s.

That forecast reflects a jump from 2.7% forecasted by the Senior Citizens League last month.

06/30/2023

In one of the most closely followed cases before the Supreme Court, a majority of justices ruled that the Biden administration overstepped its power by attempting to forgive $400 billion in student loans. https://www.usatoday.com/story/news/politics/2023/06/30/supreme-court-ruling-decision-biden-student-loan-live-updates/70371252007/

05/16/2023

Visualizing the American Workforce as 100 People 🤝

https://www.visualcapitalist.com/american-workforce-100-people/

05/07/2023

How well do you know social security?

The results of a new survey show many people on the brink of retirement may want to study the program's rules before they claim.

05/01/2023

Even with high employment and solid wages, Americans’ bank accounts are largely in worse shape than they were before Biden.

04/30/2023

Everyone has them, but identifying your financial weaknesses and taking steps to address them can mean a much more secure future and retirement.

04/30/2023

Do you benefit more or less from increasing the retirement age? There are definitely plusses and minuses. Which side of the ledger is greater for you?

03/22/2023

Here is a great article from Fidelity discussing the ins-and-outs of 529 plans. If you're curious about if a 529 may or may not be a good fit for your family goals, feel free to reach out!

529 plans offer several advantages for people looking to save for college, including a variety of investment options and potential tax advantages.