Schwartz Financial Services Inc, August Newsletter

Schwartz Financial Services, Inc.

Schwartz Financial Services, Inc.

Matthew Schwartz

Senior Advisor
2 Meeting House Rd #12
Chelmsford, MA 01824
781-932-3289
matt@schwartzfin.com
www.SchwartzFinancialServices.net

 

 
 

August 2019

 

Market Strategies: Three Ways to Play Defense in Your Stock Portfolio
One of these defensive strategies may help you manage risk while maintaining a robust equity portfolio.

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Key Estate Planning Documents
Here are some key estate planning documents you should know about.

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What's New in the College World?
If you're the parent or grandparent of a current or prospective college student, you might be interested to learn what's new in the world of higher education.

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What are the warning signs of financial scams targeting older individuals?
If you or someone you know has been targeted by a scam artist who is trying to steal money or personal information, you're not alone.

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How can you avoid falling for the Social Security imposter scam?
The Social Security imposter scam has been around for years, but recently more and more people have been targeted.

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Refer a friend

Securities and financial planning services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

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Date: 
Monday, July 22, 2019