January Newsletter to Clients
Submitted by Moneywatch Advisors on January 2nd, 2026Enjoy this month’s edition that features a summary of 2025 investment returns, predictions for 2026 and some information on a new savings option for children.
Newsletter
December Newsletter to Clients
Submitted by Moneywatch Advisors on December 9th, 2025Enjoy this month’s edition that features a review of November’s market returns, a notice of 2026 contribution limits and some advice to couples on how to discuss money.
November Newsletter to Clients
Submitted by Moneywatch Advisors on November 14th, 2025Enjoy this month’s edition that features a review of investment returns through October, a short checklist of end-of-year tax tips and a reminder about Social Security.
October Newsletter to Clients
Submitted by Moneywatch Advisors on October 15th, 2025Enjoy this month’s edition that features a review of the market, a focus on our international mutual fund, a reminder about market performance during federal government shutdowns and the 2026 federal tax brackets.
September Newsletter to Clients
Submitted by Moneywatch Advisors on September 15th, 2025Enjoy 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.
August Newsletter to Clients
Submitted by Moneywatch Advisors on August 15th, 2025Enjoy 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.
July Newsletter to Clients
Submitted by Moneywatch Advisors on July 15th, 2025Enjoy 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:
June Newsletter to Clients
Submitted by Moneywatch Advisors on July 15th, 2025Enjoy 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.
May Newsletter to Clients
Submitted by Moneywatch Advisors on May 9th, 2025Enjoy 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.
April Newsletter to Clients
Submitted by Moneywatch Advisors on May 9th, 2025Enjoy 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.
