CCMG Monthly

Retirement Planning and Investment Management

We hope this educational resource proves helpful. We believe an educated investor is a better investor.

Mergers & Acquisitions: What’s in the Deal for Investors?
Synergy is the financial benefit that is expected from the joining of two companies.

 


How Does the Federal Reserve Affect the Economy?
If you follow financial news, you’ve probably heard many references to “the Fed” along the lines of “the Fed did this or that,” or “market watchers are wondering what the Fed will do next.” So what exactly is the Fed and what does it do, anyway?


How to Recover from a Mid-Life Financial Crisis
A mid-life crisis can be scary, but there are ways you can help yourself recover from it.

 


What is a college income-share agreement?
A college income-share agreement, or ISA, is a contract between a student and a college where a student receives education funding from the college today in exchange for agreeing to pay a percentage of future earnings to the college for a specified period of time after graduation.


How much money should a family borrow for college?
There is no magic formula to determine how much you or your child should borrow for college, but there is such a thing as borrowing too much.

 


IMPORTANT DISCLOSURES

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. 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.

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge Investment Research, Inc., Connecticut Capital Management Group, LLC, and Connecticut Benefits Group, LLC are not affiliated.

This communication is strictly intended for individuals residing in the state(s) of CT, FL, IN, MA, NM, NY, OH and SC. No offers may be made or accepted from any resident outside the specific states referenced.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2018.

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