Schwartz Financial Services Inc, May 2019 Newsletter

 

Schwartz Financial Services, Inc.

Schwartz Financial Services, Inc.

Matthew Schwartz

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

 

 
 

May 2019

 

Mergers & Acquisitions: What's in the Deal for Investors?
Synergy is the financial benefit that is expected from the joining of two companies.

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How Does the Federal Reserve Affect the Economy?
If you follow financial news, you've probably heard many references to "the Fed" along the lines of "the Fed did this or that," or "market watchers are wondering what the Fed will do next." So what exactly is the Fed and what does it do, anyway?

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How to Recover from a Mid-Life Financial Crisis
A mid-life crisis can be scary, but there are ways you can help yourself recover from it.

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What is a college income-share agreement?
A college income-share agreement, or ISA, is a contract between a student and a college where a student receives education funding from the college today in exchange for agreeing to pay a percentage of future earnings to the college for a specified period of time after graduation.

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How much money should a family borrow for college?
There is no magic formula to determine how much you or your child should borrow for college, but there is such a thing as borrowing too much.

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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.

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Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2019.

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Date: 
Thursday, May 9, 2019