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Tweed Financial Services

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

The material contained herein does not constitute an offer to buy or sell any real estate, securities, or insurance. Such offers are made only by a sponsor's memorandum or prospectus or contract which should be read and understood before investing As with any real estate investment there are various risks, including but not limited to: illiquidity, limited transferability, and variation in occupancy which may negatively impact cash flow, and even cause a loss of principal. There are material risks associated with the ownership of investments. Some investments are only available to suitable accredited investors. The views expressed in the enclosed articles are those of the author and the information was deemed reliable as of the date the article was first published, but is not guaranteed.

Securities offered through Cabot Lodge Securities, LLC (CLS), Member FINRA/SIPC. Advisory Services offered through CL Wealth Management, LLC (CLWM), an SEC Registered Investment Advisor. Tweed Financial Services, Inc. is not controlled by or a subsidiary of Cabot Lodge Securities, LLC or CL Wealth Management, LLC.

Robert Tweed is affiliated with Exeter 1031 Exchange Services. Robert Tweed, President of Tweed Financial Services, Inc. holds an ownership position in The Exeter Group, LLC, a qualified intermediary for 1031 exchanges. Tweed Financial Services, Inc. and The Exeter Group are independent companies and each is responsible for its own business. Clients of Tweed Financial Services are free to select any qualified intermediary for their 1031 exchange escrow needs.

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