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Newsletter

October 2020 Newsletter to Clients

Submitted by Moneywatch Advisors on October 8th, 2020

Enjoy this month’s edition that features the new Moneywatch app, an overview of a new bond fund and an update on the TD Ameritrade sale.

40th Anniversary Tech Announcement

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September 2020 Newsletter to Clients

Submitted by Moneywatch Advisors on September 15th, 2020

Enjoy this month’s edition that features a significant birthday, a significant milestone and a market update.

It’s Moneywatch’s 40th Birthday!

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August 2020 Newsletter to Clients

Submitted by Moneywatch Advisors on August 10th, 2020

Enjoy this month’s edition that features a market update, a historical note on market performance during election years and a retirement factoid.

Market Update:

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July 2020 Newsletter to Clients

Submitted by Moneywatch Advisors on July 8th, 2020

Enjoy this month’s edition that features a note to members of the UK community, a mid-year market commentary and a reminder of 2020 retirement plan contribution limits.

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June 2020 Newsletter to Clients

Submitted by Moneywatch Advisors on June 9th, 2020

Enjoy this month’s edition that features a notice of a fund change and a review of the market.

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May 2020 Newsletter to Clients

Submitted by Moneywatch Advisors on May 15th, 2020

Enjoy this month’s edition that features a note to UK clients, a notice of fund changes and a report on investment performance.

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April 2020 Newsletter to Clients

Submitted by Moneywatch Advisors on April 15th, 2020

Enjoy this month’s edition that features a reminder that the income tax deadline has changed and a market summary.

Income Tax Deadline

Please note the Coronavirus Aid, Relief and Economic Security (CARES) Act recently passed by Congress moved the deadline for filing and paying federal income tax on your 2019 income from April 15 to July 15.

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March 2020 Newsletter to Clients

Submitted by Moneywatch Advisors on March 3rd, 2020

The Market In Perspective

There was a headline last week regarding the stock market’s drop titled, “How to Steer Your 401(k) Through Choppy Markets.” It seems to us a better title might be, “Your Portfolio Is Charting the Right Course, Hold Steady Through a Few Bumps.”

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February 2020 Newsletter to Clients

Submitted by Moneywatch Advisors on February 6th, 2020

Enjoy this month’s edition that features a note about tax forms from TD Ameritrade plus a review of significant changes to retirement plans made by Congress.

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January 2020 Newsletter to Clients

Submitted by Moneywatch Advisors on January 3rd, 2020

A Special Announcement:

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