The Recap #001

March 1, 2023

Joe Covill and Mike Bartolotta Jr. talk about what is happening right now in the financial world, an overview of the Secure Act 2.0, what the chances of a recession in 2023 are, retiring in a bear market, and a look back on what 2022 offered.


STAY UP TO DATE WITH US
180 Glastonbury Blvd.
Suite 102
Glastonbury, CT 06033
Client Relationship Summary
This communication strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, IL, IN, MA, MD, NC, NH, NJ, NY, NV, OH, OR, RI, SC, TN, TX, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Adviser.
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram