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Szarka News & PR Releases

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice.

Szarka in the News

2009

Crain's Cleveland Business: "Financial Advisers Face More Questions from Clients Wary of Turmoil" (subscription required to view)

Crain's Cleveland Business: "Scaling Back Retirement Contributions has Consequences" (free to view)

Crain's Cleveland Business - Finance: Investing Guide: "Uncharted Territory: With Many Investments Going Off Course, Money Managers Look for New Directions in Advising Clients" (free to view)

2008

Crain's Cleveland Business: "Young Or Old, It Hurts: Economic Crisis Impacts Generations Differently" (free to view)

The Plain Dealer: "Seventeen Things You Should Be Doing In Case A Recession Hits" (free to view)

Crain's Cleveland Business: "Leading Different Lives: Spouses Retiring At Different Times — Now A Common Occurrence — Face Challenges Adjusting To New Norms" (free to view)

2007*

Crain's Cleveland Business: "Automatic Enrollment Could Get Boost From 401(K) Rule" (free to view)

Inside Business Magazine: "Money Talks, Les Szarka of Szarka Financial Management is in The Business of Educating People on Life After Retirement" (free to view)

Crain's Cleveland Business: "With Strings: Incentive Trusts Place Conditions Upon An Estate, Requiring Heirs To Adhere To Certain Rules In Order To Stake Their Claim" (free to view)

2006*

The Wall Street Journal: "Independent Broker-Dealers Use Health Care to Attract Advisers" (free to view)

Szarka Press Releases:

Impact of the Government Deficit & Spending Policies on Investors

Retirement Dreams Shattered

Szarka Financial Management hires Kelley Keane as Marketing Director

Joseph & Joseph, CPAs, Inc. joins Szarka Financial Management

Charles Conrad joins Szarka Financial Management

PLEASE NOTE: The views expressed are not necessarily the opinion of FSC Securities Corporation, and should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investors should be aware that there are risks inherent in all investments, such as fluctuations in investment principal. With any investment vehicle, past performance is not a guarantee of future results. Material discussed herewith is meant for general illustration and/or informational purposes only, please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

Investors should be aware that investing based upon strategies or models does not assure a profit or guarantee against loss. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment.

*While we provide an updated and current market commentary each week, dated commentaries presented here are available for historical and archival purposes only and do not represent the current market environment. Dated commentaries should not be used to make investment decisions or be construed directly or indirectly, as an offer to buy or sell any securities mentioned. Past performance cannot guarantee future results.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.

A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.

Investments products and services available only to residents of : Alabama (AL), Arizona (AZ), California (CA), Colorado (CO), Connecticut (CT), Delaware (DE), Florida (FL), Georgia (GA), Iowa (IA), Illinois (IL), Kentucky (KY), Massachusetts (MA), Maryland (MD), Michigan (MI), Minnesota (MN), Missouri (MO), Nevada (NV), North Carolina (NC), New Jersey (NJ), New Mexico (NM), Nevada (NV), New York (NY), Ohio (OH), Oregon (OR), Pennsylvania (PA), South Carolina (SC), Tennessee (TN), Texas (TX), Virginia (VA), Washington (WA), Wisconsin (WI), West Virginia (WV)

*Securities and advisory services offered through FSC Securities Corporation, a registered broker-dealer and member FINRA, SIPC and a registered Investment Advisor. Szarka Financial Management is not affiliated with FSC Securities Corporation or registered as a broker-dealer or investment advisor.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.