Newsletter Issue: Vol 8 Issue 3
March 2019
March Quote
"You should leave your children enough so they can do anything
but not enough so they can do nothing."
~ Warren Buffet
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Long Term Investing Truths
Key lessons for retirement savers.
You learn lessons as you invest in pursuit of long-run goals. Some of these lessons are conveyed and reinforced when you begin saving for retirement, and others, you glean along the way.
First and foremost, you learn to shut out much of the “noise.”
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Audit Red Flags
What raises eyebrows at the Internal Revenue Service?
Only 0.6% of taxpayers had their federal returns examined in 2017 (the most recent information available). That same year, only 4.3% of taxpayers with gross income before deductions of over $1 million had their returns scrutinized. No one likes extra stress courtesy of the I.R.S. Let’s look at some red flags that might get you extra I.R.S. scrutiny. 
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Don't Forget to Join Us
March Madness Opening Day
Thursday, March 21, noon-5:00pm
Symphony Financial
441 Carlisle Dr, Suite A, Herndon, VA 20170
Have a favorite team? We invite you and a guest to drop by our Open House to watch one or more of your your favorite team(s). Hope you can come! RSVP today to Linda Powell.
Looking forward to seeing you!
Monthly Economic Update
You could say that Wall Street breathed a collective sigh of relief in February. Optimism around the potential of the markets seemed to outweigh pessimism about possible economic deceleration. The S&P 500 gained 2.97% for the month.
Symphony Financial
Office: 703-865-4092
Fax: 703-865-4096
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.