Blog

Enjoy this month’s edition that features a review of the stock and bond markets so far this year and a note about some coming tax law changes.

Before we start thinking about the so-called “September Effect”, let’s continue to revel in the performance of our investments so far this year. 

Enjoy this month’s edition that features an analysis of the stock market, a tool to find lost or forgotten 401(k)s, a review of Social Security and a summary of a Vanguard study that found value from hiring an advisor.

Enjoy this month’s edition that features stories of extraordinary fraud experienced by two of our clients, a mid-year review of the stock and bond markets and a terrific description of financial independence I read recently.

Please, please – if you read nothing else in this newsletter, please read this:

Enjoy this month’s edition that features an example of why we don’t time the market, a note about bonds and a reminder of retirement contributions.

Enjoy this month’s edition that features some of my favorite Warren Buffett quotes, a review of investment returns through April and some advice on how to foil AI scammers.

Enjoy this month’s edition that features some tips for navigating an uncertain market, a review of first quarter investment returns, plus a reminder that Moneywatch Advisors is a fiduciary and what that means to you.

Enjoy this month’s edition that features a list of strategies to help navigate market volatility.

Enjoy this month’s edition that features a look at an often-overlooked economic measurement and a thought about giving some of your wealth away while you’re living.

Enjoy this month’s edition that features a review of 2024, predictions for 2025 and advice from Maya Angelou.

2024 was a terrific year for investing in U.S. stocks! After a really good 2023 as well. So, as 2025 opens, what should we expect? A three-peat of outstanding stock returns or a Minsky Moment? More about Minsky in a, ahem, moment but first let’s review 2024.

Enjoy this month’s edition that features a review of the market, a reminder of capital gains distributions and a thank you to our clients.