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Wednesday, August 20, 2008

About Phil Swan

Financial Newsletters

Articles & Tips

Norwood Financial Services
Phil Swan, CLTC
Vice President, Norwood Bank
Investment Executive, Infinex Financial Group
781-440-4234
pswan@infinexgroup.com

Financial Newsletters

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The information below is provided to help you make educated decision. We encourage you to contact us at 781-440-4234 if you have any questions or comments:

Financial Outlook Newsletter

Spring 2008 issue of Financial Outlook

How Did We Get in this Predicament?

Winter 2007 issue of Financial Outlook

Inflation; Long-term interest rates; Working towards your financial goals

Fall 2007 issue of Financial Outlook

Municipal bond tips for all stages of your life

Summer 2007 issue of Financial Outlook

Married couples and estate planning; Tax-efficient investment strategies; Common investor mistakes

Spring 2007 issue of Financial Outlook

Practical Implications of Investment, How Much Can You Withdraw? Setting Your Goals. Have You Rebalanced?

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INVESTMENTS DISCLAIMER: Investment products and services are offered through INFINEX INVESTMENTS, Inc. Member FINRA/SIPC. Insurance products are offered through Infinex Insurance Agency of Massachusetts, Inc. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

Information updated August 2007. Other account options may be available.