Schwartz Financial Services Inc, December Newsletter

Schwartz Financial Services, Inc.

Matthew Schwartz

Senior Advisor
3 Baldwin Green Common #209
Woburn, MA 01801



December 2018


The Tech Sector Could Be Dominating Your Portfolio
The biggest names in technology powered stock market gains and bouts of volatility in 2017, and the trend continued into 2018. Do these tech giants dominate your portfolio?

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Infographic: Financial Lessons from Football
When your finances hit a rough patch, call a time out and review your game plan.

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Ten Year-End Tax Tips for 2018
Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.

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How can I protect my personal and financial information from credit fraud and identity theft?
To protect your personal and financial information from credit fraud and identity theft, you should consider placing a credit freeze or fraud alert on your credit report.

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How can I safely shop online this holiday season?
The holiday shopping season is also prime season for computer hackers.

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Refer a friend

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

IMPORTANT DISCLOSURES Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of CT, IL, MA, NH, NY, NC, VT and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2018.


Thursday, December 13, 2018