Newsletter Issue: Vol 9 Issue 6
June 2020
What is Sustainable?  
I’ve been talking about Sustainable Investing recently and keep getting blank looks. At its core, it’s a way to manage risk in your investments. We all face different risks, which has become very apparent with a worldwide pandemic and the simultaneous highlighting of police brutality with people of color. Managing these risks for ourselves necessitates managing them for those around us. Our neighborhoods are much bigger than we imagined. 
Kristin Rodriguez
Who is Your Trusted Contact?  
Investment firms have a new client service requirement. They must now ask you if you would like to provide the name and information of a trusted contact. You do not have to supply this information, but it is encouraged. Why is setting up a trusted contact so important?  
Monthly Economic Update  
Stocks rallied in May, sparked by a supportive Federal Reserve, stories of states re-opening, and reported progress on a COVID-19 vaccine. In some sense, many investors believe a sustained and complete economic recovery may rest upon developing a vaccine for COVID-19.
Symphony Financial
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