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Cassidy Financial Services, LLC Newsletter

Volume 13th Issue 5

 

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Interest Rates & the Economy 
A flattening yield curve was partly to blame for stock market volatility toward the end of 2018. Some investors took it as a sign that the odds of an economic downturn were increasing.
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Estate Planning 
Assets in most bank and brokerage accounts, retirement plans, and insurance policies convey directly to the people named on the beneficiary forms — even if they are different from the people named in a will or trust — and the money does not go through probate.
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Steps to Executing an Exit Strategy 
Some business owners don’t think about succession possibilities or when they might retire, because they love running their companies and don’t want to stop any time soon.
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This information is not intended as tax, legal, investment, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek advice from an independent professional advisor. The content is derived from sources believed to be accurate. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. This material was written and prepared by Broadridge Advisor Solutions. © 2019 Broadridge Investor Communication Solutions, Inc.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer,
Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a
Registered Investment Advisor. Cassidy Financial Services, LLC and Cambridge are not affiliated.
 

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