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Schwartz Financial Services February 2022 News


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Schwartz Financial Services

February 2022


New Businesses May Be Good News for the Economy

After taking a nosedive at the start of the pandemic recession, business applications rose sharply, peaking in July 2020.

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When Two Goals Collide: Balancing College and Retirement Preparations

Consider these points if both college tuition and retirement loom in the years ahead.

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Going Public: How Are Direct Listings Different from IPOs?

A few well-known companies have bypassed the traditional IPO process, but the path a business takes to the stock market generally depends on its goals.

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Plan Ahead to Help Ease the Burden of Tax Season

Consider trying to fulfill your civic duties this year — and potentially avoid running afoul of the IRS — by addressing important priorities before you begin filling out tax forms.

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Matthew Schwartz's Profile Picture

Matthew Schwartz

Owner | Advisor

LPL Financial

2 Meeting House Rd #12

Chelmsford, MA 01824



[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 2022.