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Schwartz Financial Services September 2022 News

 

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Matthew Schwartz

Schwartz Financial Services, Inc.

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Schwartz Financial Services

September 2022

 

How Are 401(k) Plan Participants Investing Their Money?

Target Date/Lifecycle Funds were the most popular 401(k) investment choice in 2020. Here's a breakdown of where participants put their money.

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How Much Life Insurance Do You Need?

Your life insurance needs usually change with time and circumstances, so you should review your insurance coverage periodically.

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Passive, Active, or Both?

Passive index funds and actively managed funds may each play a role in a well-diversified portfolio.

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Building Financial Resilience

You can take steps to build the financial resilience you need to help you handle turbulent times and hopefully emerge even stronger.

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Matthew Schwartz's Profile Picture

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.

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