The Good Life | February 2021
We are looking forward to the days where we can be together but in the meantime client meetings are still being held online or via phone - whichever is preferred - to keep everyone in good health. The McCarthy & Cox lobby is open for those who may need to drop-off or sign paperwork.
Join us in congratulating our new partners!
We are very excited to let you know of a major development.

As of January 1, Mark Finney and Megan McCarthy Collins have joined Tom, Jim and Ryan and become partners in the firm! The addition of young, talented, and ethical partners like Mark and Megan will help solidify our service commitment to you for years to come. Below are a few comments from each of our partners regarding the transition.

Tom: "Congratulations Mark & Megan! - I believe that our firm’s future is bright with opportunity and I look forward with anticipation to the many ways our firm will continue to evolve to better serve our clients."

Jim: "Congrats Mark & Megan! I am so proud to be your partner in creating the future of McCarthy & Cox, together we are going to make a real, positive difference in the lives of our clients and our community as a whole!"

Ryan: "Mark and Megan: I look forward to working alongside both of you as partners in our ongoing quest to bring practical, life-changing help and guidance to the families we serve. Congratulations!"

Mark: "I am honored to continue to serve our community and the families we work for to the best of my abilities."

Megan: "I am very excited to join McCarthy & Cox’s partners. With our commitment to service, our future as firm is bright. I am eager to continue the legacy established for our clients and community."

Please know, we have worked very hard over the past 20+ years to develop a brand that communicates professionalism, high ethical standards, and a specialty in Financial Planning for retirees, therefore we have no intention of changing the name of our firm from McCarthy & Cox.

Also - it is with great pride that we announce the promotion of Tony Dalton to Chief Operating Officer. Congratulations Tony! Under your leadership our firm will continue to thrive for years to come!
Four Easy Steps For Keeping Your Information Secure
Presented by McCarthy & Cox

With the increase in online shopping, scammers will use many techniques to fool potential victims, including phishing emails or text messages, in order to obtain sensitive personal information. Please remember to be especially leery of emails or text messages that indicate a problem or question regarding a client’s financial account information, as these scams may include hyperlinks that direct to fraudulent websites in an effort to obtain client identification or personal account data.

  1. Be Aware of the Signs of an E-Mail Scam
  2. Secure Your Devices
  3. Strengthen Your Passwords
  4. Prevent Unauthorized Access

6 Ways to Start 2021 Mentally and Physically Strong

It goes without saying that expectations for 2021 are high. After the events of last year, people are holding onto any shred of hope that the world might turn right side up again in the next 12 months. If you’re the type of person who goes into a new year with boundless energy, use some of that motivation to start the year off on the healthiest possible foot. Here are six ways to do that. 

Has Reddit Revealed Major Cracks in the Market?

After a group of retail traders recently came together on an online message board with the aim of beating Wall Street and traded up several stocks, headlines have claimed they broke the market. But what really happened, and what does it mean for the system as a whole?
Brad McMillan, CFA®, CAIA, MAI, managing principal and chief investment officer at Commonwealth Financial Network®, the firm we partner with to serve you, has written a piece that breaks down the details of the incident, as well as where we’ve seen it before—and what happens now.

What You May Have Missed

  • We are very excited and proud to announce that John Forloine recently passed the rigorous national board exam to become McCarthy & Cox’s sixth CERTIFIED FINANCIAL PLANNER™ practitioner.
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Securities and advisory services offered through Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Adviser.