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Schwartz Financial Services APRIL 2023 Newsletter

 

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Matthew Schwartz

Schwartz Financial Services, Inc.

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Schwartz Financial Services

April 2023

 

How Changing Shelter Costs Influence Inflation

Fast-rising U.S. shelter costs were the top driver of inflation in 2022, which may be a trend that has already shifted.

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Social Security Offers Benefits from Birth Through Old Age

Social Security is much more than a retirement program. Most Americans are protected by Social Security throughout their lives.

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Diversifying with Market Caps

Holding stocks in companies of varied sizes could help diversify the stock portion of your portfolio.

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Keep an Eye Out for IRS-Related Scams

It's important to keep an eye out for tax scams.

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Matthew Schwartz

Private Wealth Manager

Schwartz Financial Services, Inc.

2 Meeting House Rd #12

Chelmsford,

781-932-3289

www.SchwartzFinancialServices.net

[email protected]

   

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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.

Prepared by Broadridge Advisor Solutions Copyright 2023.