Sgroi Financial Newsletter
Each quarter we provide a newsletter to our clients with news and insight on the financial world as well as updates from Sgroi Financial. In this edition we offer articles that are timely to this quarter and, such as retirement changes coming to small businesses, a market update, TD Ameritrade and Charles Schwab Merger, and we highlight our research team and their role here at Sgroi Finanical!
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Securities offered through Cadaret, Grant & Co., Inc., member FINRA/SIPC. Advisory services offered through Sgroi Wealth Advisory Group LLC, an SEC Registered Investment Advisor. Sgroi Wealth Advisory Group LLC, Sgroi Financial LLC, and Cadaret, Grant & Co., Inc. are separate entities. The information being presented herein does not consider your particular investment objectives or financial situation and does not make personalized recommendations. This information should not be construed as an offer to sell or a solicitation of an offer to buy any security. This material is not intended to replace the advice of a qualified tax adviser or legal counsel. Individuals should contact their own tax professionals and attorneys to help answer questions about specific situations or needs prior to taking any action based on this information. We believe the information provided is reliable, but do not guarantee its accuracy, timeliness, or completeness.
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