Symphony Financial

09/04/2024

Tip of the Week: A solid financial plan is the key to achieving your dreams. Whether it's retirement, buying a home, or starting a business, our expert advisors at Symphony Financial are here to guide you every step of the way. Reach out today - let's create harmony in your finances together! 🎵

08/28/2024

🎉 Exciting times at Symphony Financial! 🎉

Our team just returned from the Cambridge Ignite Conference, brimming with fresh ideas and new technologies we’re eager to implement. 🚀

Plus, we celebrated ONE YEAR of having the amazing Hannah as our Director of Operations! Her leadership has been a game-changer for us, and we couldn’t be more grateful. 🥳

Here’s to innovation, growth, and more milestones ahead! 💼✨

08/14/2024

Market fluctuations are a natural part of investing. Stay focused on your long-term goals and trust in your strategy.🌱📈

As always, please reach out to your advisor if you have any questions - we are here for you!

Think of what’s happening in the stock market as a kind of fire drill. As we all know from childhood, one of the primary rules is not to panic. And in this case, panicking would mean selling stocks when the market is falling.

08/09/2024

🧩Life isn't about squeezing your goals into a fixed mold—it's about shaping them to fit your values and where you are in life. Just like clay, your goals can change and grow over time.

Take a moment to reflect on your goals. If you’re like us, they probably include getting your work done to a high standard, spending time with partners, friends and children, exercising, finding moments of mindfulness, eating well, and many other things large and small.

07/24/2024

Worried about the election? You're not alone. Many investors are holding cash, but history shows staying invested long-term yields better results. Let's secure your financial future together. 🗳️📈

As a contentious presidential contest heats up, some investors are clinging to cash. But research has shown that presidential elections have a minimal impact on the markets.

07/17/2024

We're in the middle of a sizzling summer! The Energy Information Administration forecasts a 3% rise in average residential power bills. Hotspots along the Pacific and in the Northeast can expect the biggest increases. Stay cool, stay informed! ☀️💡

Record-breaking temperatures and higher natural-gas prices are lifting electricity bills.

07/03/2024

🎆 Happy 4th of July from Symphony Financial! 🇺🇸

We hope you have a day filled with joy, family, and fireworks! Please note that our office will also be closed on Thursday, July 5th, to allow our team to enjoy the holiday.

Wishing you a safe and festive holiday! 🎇

06/26/2024

Stay cool and hydrated, Virginia! 🌞💦 Amidst this heat, remember to take a break, splash into some fun at the pool, and drink plenty of water. Here at Symphony, we're staying cool 😎 so we can support your financial goals. Enjoy your summer with peace of mind!

06/19/2024

Looking for affordable summer travel? 🌞 Check out hidden gems like Monte Argentario in Italy, home swaps, or train travel. Get ideas from this article while planning your dream trip without breaking the bank!

Looking for cheaper summer vacations? It's worth questioning your destination, the type of accommodation, your transport choice and how you pay. Here's a few ideas.

06/12/2024

💰💡 Got extra cash? Should you invest it or pay down debt? Here’s a quick guide:

🔹 Investing: Grow your wealth if returns exceed your debt interest rates.
🔹 Paying down debt: Save on high-interest payments and boost your credit score.
🔹 Do both: Split your cash to invest, build an emergency fund, and pay off high-interest debts.

Your financial goals will determine the best strategy. Check out our article for more insights!

People who find themselves with extra cash can face a dilemma. Should they use the money to pay off—or at least, pay down—that pile of debt they’ve accumulated, or is it more advantageous to put the money to work in investments that will grow for the future?

06/05/2024

🚨 Changes are coming August 17th! Real estate listings will no longer display buyer's agent fees, potentially lowering costs for homebuyers and sellers. Learn more here! 📅🏡

Starting Aug. 17, real estate listings will remove an information box listing fees for buyer's agents from the Multiple Listing Service. The change is one of several mandated by a settlement that resolved a lawsuit against the National Association of Realtors over fees agents charged during the home...

05/29/2024

🌟 Website Update! 🌟

We've been doing a little work behind the scenes to make your experience with us even better. Our website has undergone a few updates that we're thrilled to share with you!

👥 New "Book a Meeting" Page: Planning your financial future just got a little easier! Now you can seamlessly schedule a meeting with our advisors directly from our website.

🔧 Other Enhancements: We've made several small but impactful improvements to ensure smoother navigation and a more user-friendly experience.

🔗 Check it out now at https://www.symphonyfinancial.net/

We'd love to hear your feedback! Head over to our site and let us know what you think!

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...

05/22/2024

Boost your financial knowledge with this quiz! 📈 Discover key areas you may need to focus on, from credit scores to investment basics. Whether you're just starting out or looking to refine your skills, this quiz is a great way to enhance your financial literacy.💡

There are several benefits to taking a financial literacy quiz. Essential topics ranging from mortgages to inflation are not covered often enough within the traditional education system. And even if you are a financial whiz, there is likely more you have to learn.

05/15/2024

🎉Big Congratulations to Mitch for winning Best of Ashburn 2024! Keep shining, Mitch! 🏆

05/01/2024

Don't leave your family in the dark about inheritance plans. This article sheds light on the importance of open conversations and early planning.

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

04/24/2024

As teens start to earn and manage money, they likely will encounter financial risks when deciding how to save, spend, and invest their money. It’s imperative that they understand what financial risks are, and how to minimize them, to protect their finances.

04/17/2024

Research shows many financial habits are set by age seven

04/10/2024

When the clocks spring forward, a bit of financial spring cleaning is in order. Periodically reviewing your finances can help ensure that you are on track to achieve your goals and minimize the chances of any costly oversights.

04/03/2024

At Symphony Financial, your financial safety is our top priority! Let's all work to guard you against online fraud and scammers.

The convenience of online transactions comes hand in hand with the rising threat of fraud. For a small business owner, safeguarding your online transactions is paramount to protecting your business and customers.

01/04/2024

The Symphony team extends wishes for a joyful and prosperous New Year to our incredible clients and community!✨

Thank you for trusting us with your financial journey. We look forward to another year of working together, achieving new milestones, and navigating the opportunities that lie ahead.

Here's to a year filled with abundance, growth, and prosperity!🎊🎉

12/12/2023

Next Friday - we hope to see you there!🎅🎄📸
Mitch Mahoney - Financial Advisor

11/29/2023

Guess what? We've spruced up our website with a brand new team photo and headshots! Head over to our website and check them out! ✨📷
www.symphonyfinancial.net

11/15/2023

2024 will be here before we know it! Make sure you know your contribution limits 😎

The Internal Revenue Service announced today that the amount individuals can contribute to their 401(k) plans in 2024 has increased to $23,000, up from $22,500 for 2023.

09/18/2023

Meet Hannah, the Newest Star to Light Up Our Team!

Hannah Duckworth is 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.

The Symphony Team

05/22/2023

Here are eight valuable lessons for entrepreneurs on how to embrace failure and succeed after setbacks.

05/15/2023

As awareness is being brought to the topic of mental health, more is uncovered on the link between our finances and psychological distress.

05/11/2023

Graduation speeches usually encourage you to see everything possible and tap unbounded possibilities, but the “real world” expects you to have patience and wait your turn.

05/01/2023

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

04/24/2023

Emerging studies show that peer pressure and “competitive altruism” play an important role in affecting individual’s environmental choices.

03/27/2023

Current market jitters after banks collapse. Read the following article to learn more

The wider stock market has been relatively unruffled by the trouble within banking