Products & Services |
Products & Services |
Are my current retirement savings sufficient?
How much Life Insurance do I need?
The S&P 500 Index ended 2022 down 19.4%. Midsize and smaller companies also lost ground but generally held their value better than large companies. This article explains why holding stocks in companies of different sizes can help diversify a portfolio.
Jason E. Brooks is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of AZ,CA (CA Insurance .Lic.#0B87061), MI, CO, FL, IA, IL, IN, MD, ME, MN, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VT, WA and WI. No insurance business may be conducted outside of these states.
*Jason E. Brooks is also separately registered as an investment adviser representative ("IAR"), under Eagle Strategies, LLC, a Registered Investment Adviser, offering advisory services in the states of CA, FL, IA, IL, IN, MD, MN, NJ, NY, OH, OR, PA, VT, WI and MI. As such, these services are strictly intended for individuals residing in these states.
**Jason E. Brooks is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency and wholly-owned subsidiary of New York Life Insurance Company. In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, IL, IN, IA, MD, MI, MN, NJ, NY, NC, OH, OR, PA, TX, VT and WI. No offers may be made or accepted from any resident outside these specific states referenced.
Brooks Financial is not owned or operated by NYLIFE Securities LLC or its affiliates.
NYLIFE Securities LLC and Eagle Strategies LLC are wholly-owned subsidiaries of New York Life Insurance Company.
For additional information, visit Customer Relationship Summary.pdf