Newsletter Issue: Vol 7 Issue 6
June 2018 
In This Issue
 
tax word Time for a Tax Checkup 
Are you itemizing deductions this year? Ask for a mid-year review of your tax situation. Why the need for the checkup? There have been many changes as a result of tax reform.       
 
godly-enter-key.jpg The Value of the Human Touch 
Maybe you've seen the new elevators that use touchscreens to call them. I got on one recently and there were no buttons inside. The elevator already knew the floor I needed to go to and it sent me there. I miss the buttons.
 
When it comes to new technology, I'm a bit of a Luddite.
 
Kristin Rodriguez        
 
Amy Brandts on Capitol Hill 
Amy Brandts  helped lead a grassroots effort on Capitol Hill highlighting the importance of Americans' access to affordable, objective financial advice and the need to protect investors. Amy met with members of Congress and their staffs as part of the Financial Services Institute (FSI) team on June 6.      
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Registered Representatives. Securities offered
through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representatives, Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor.  Cambridge and Symphony are not affiliated.
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June Quote
"Basically, when you get to my age, you'll really measure the success of your life by how many of the people you want to have love you - actually do love you. "
~ Warren Buffet
 
10 Best - and - Worst Places to Retire
CNBC looks at some new rankings for US cities. Richmond, VA is on the list.  
 
Monthly Economic Update
In May, investors were left to interpret mixed signals. Federal Reserve policy meeting minutes indicated central bank officials would accept above-target inflation for a while. The markets took all this in stride - the S&P 500 rose 2.16% for the month. What really attracted equity investors in May? Tech and small-cap shares. Both the Nasdaq Composite and Russell 2000 had a great month.  
big_family_again.jpg  
Generational Financial Review
Free initial financial consultation for your 
adult children. See what Symphony Financial can
do for your whole family.
 
Disclosure: Fees may apply in the future or with investments made.
Please visit our Events Page for information on Symphony's upcoming events.