The Good Life | October 2021
After a great start to the quarter in July and August, September was when the storms hit. Here in the U.S., markets pulled back significantly.

Let’s take a look back at what drove these declines, as well as what we might expect ahead.

Honda* Retire Ready Workshops
Wednesday, October 20 | 12:00PM and 7:00PM via ZOOM
Already retired or know coworkers who are nearing their
retirement? Be sure to share with them!

This presentation is designed for Honda associates, focusing on the unique needs of those who are hoping to retire within the next two years. You'll learn:

  • Answers to the 30 key questions you should ask before retiring from Honda.
  • Determine if a lump sum payment is a good or bad idea for you.
  • How to potentially make the most of your Honda benefits, including health benefits.
  • Key questions to ask when interviewing a financial advisor.

  • You must register for the event in advance.
  • Registration is LIMITED!
Watch for an email next week with details about how to donate!
McCarthy & Cox will match dollar for dollar any donations by our clients through this campaign up to an aggregate of $1,500!
Like many of you, we believe it is extremely important to give back to our community and to do whatever we can to help our neighbors in need. Check out the 2021 Union County United Way campaign video featuring our own Megan McCarthy Collins!
What You May Have Missed

Miss our most recent webinar - Savvy Women, Smart Investors?
Our most recent webinar was designed for motivated women who want to ensure they have successfully planned for retirement. This was not a conversation about the stock market, but instead about the life issues that women face that have been known to impact a sound financial plan. Watch the recording here.

Yellow Finch Financial
At McCarthy and Cox, we pride ourselves on being your go-to resource for Retirement and Estate Planning, but we are often asked by our clients if we can help those who are further out from retirement. We set ourselves the goal of creating a company tailored to those clients with different needs; a company with services we could proudly provide to that segment of our community.

The result was Yellow Finch Financial: a new venture where our mission is to be a trusted and valued resource that enables and empowers our members to make the best decision at any stage of their lives by leveraging our education and guidance. 
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Securities and advisory services offered through Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Adviser.