{"id":4429,"date":"2019-05-07T12:42:50","date_gmt":"2019-05-07T16:42:50","guid":{"rendered":"http:\/\/www.eastwindsorchamber.com\/site\/?p=4429"},"modified":"2019-05-07T12:42:50","modified_gmt":"2019-05-07T16:42:50","slug":"cassidy-financial-services-llc-newsletter","status":"publish","type":"post","link":"https:\/\/www.eastwindsorchamber.com\/site\/cassidy-financial-services-llc-newsletter\/","title":{"rendered":"Cassidy Financial Services, LLC Newsletter"},"content":{"rendered":"

Volume 13th Issue 5<\/p>\n\n\n\n
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\u00a0 May 2019<\/span><\/td>\nHome<\/span><\/a>\u00a0\u00a0\u00a0|\u00a0\u00a0\u00a0Contact\u00a0Us<\/span><\/a>\u00a0\u00a0\u00a0|\u00a0\u00a0\u00a0Sign\u00a0Up<\/span><\/a><\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

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<\/td>\n\"\"<\/a><\/td>\nInterest Rates & the Economy<\/strong>\u00a0<\/span><\/a>
\nA 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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<\/td>\n\"\"<\/a><\/td>\nEstate Planning<\/strong>\u00a0<\/span><\/a>
\nAssets in most bank and brokerage accounts, retirement plans, and insurance policies convey directly to the people named on the beneficiary forms \u2014 even if they are different from the people named in a will or trust \u2014 and the money does not go through probate.
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<\/td>\n\"\"<\/a><\/td>\nSteps to Executing an Exit Strategy<\/strong>\u00a0<\/span><\/a>
\nSome business owners don\u2019t think about succession possibilities or when they might retire, because they love running their companies and don\u2019t want to stop any time soon.
\n<\/span>Read\u00a0More>>><\/span><\/a><\/span><\/td>\n		<\/td>\n<\/tr>\n
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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. \u00a9 2019 Broadridge Investor Communication Solutions, Inc.<\/span><\/td>\n<\/tr>\n
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker\/Dealer,
\nMember FINRA\/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a
\nRegistered Investment Advisor. Cassidy Financial Services, LLC and Cambridge are not affiliated.<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n","protected":false},"excerpt":{"rendered":"

Volume 13th Issue 5   \u00a0 May 2019 Home\u00a0\u00a0\u00a0|\u00a0\u00a0\u00a0Contact\u00a0Us\u00a0\u00a0\u00a0|\u00a0\u00a0\u00a0Sign\u00a0Up   […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_price":"","_stock":"","_tribe_ticket_header":"","_tribe_default_ticket_provider":"","_tribe_ticket_capacity":"","_ticket_start_date":"","_ticket_end_date":"","_tribe_ticket_show_description":"","_tribe_ticket_show_not_going":false,"_tribe_ticket_use_global_stock":"","_tribe_ticket_global_stock_level":"","_global_stock_mode":"","_global_stock_cap":"","_tribe_rsvp_for_event":"","_tribe_ticket_going_count":"","_tribe_ticket_not_going_count":"","_tribe_tickets_list":"[]","_tribe_ticket_has_attendee_info_fields":false,"footnotes":""},"categories":[3],"tags":[],"class_list":["post-4429","post","type-post","status-publish","format-standard","hentry","category-press-releases"],"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t