Newsletters


The E-Newsletter articles on this page provide valuable information on timely and interesting financial issues across a variety of subject areas, including retirement, investments, personal finance, annuities, insurance, taxes, college, and government benefits.


Quiz: Financial Facts That Might Surprise You
Going Public: An IPO's Market Debut May Not Live Up to the Hype
Protect Your Heirs by Naming a Trust as IRA Beneficiary
I received a large refund on my tax return this year. Should I adjust my withholding?
What is the difference between a tax deduction and a tax credit?


SIGN UP NOW
Enter your name and e-mail to receive e-mail updates from me.
NAME:
E-MAIL:


 
 
 
©2018 Broadridge Investor Communication Solutions, Inc. All rights reserved.


 
 
 Securities offered through Kestra Investment Services LLC (member FINRA/SIPC). Investment Advisory Services offered through Kestra Advisory Services LLC (Kestra AS). Foley/Connelly FinancialPartners or any other entity listed. 

Kestra IS and Kestra AS do not provide tax or legal advice.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of  Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra Compliance Department at 512-697-6000.

Feel free to use FINRA's tool, BrokerCheck, to learn about Christopher Connelly or Owen Freeman-Daniels

Any third party web site links referenced are being provided strictly as a courtesy. Neither we, Kestra IS or its affiliates are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided. 


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