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Newsletter

May Newsletter to Clients

Submitted by Moneywatch Advisors on May 9th, 2025

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.

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April Newsletter to Clients

Submitted by Moneywatch Advisors on May 9th, 2025

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.

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March Newsletter to Clients

Submitted by Moneywatch Advisors on May 9th, 2025

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

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February Newsletter to Clients

Submitted by Moneywatch Advisors on February 7th, 2025

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.

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January Newsletter to Clients

Submitted by Moneywatch Advisors on January 7th, 2025

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.

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November Newsletter to Clients

Submitted by Moneywatch Advisors on November 21st, 2024

Enjoy this month’s edition that features a reminder about investing after elections plus a review of the markets so far this year. But, first….

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October Newsletter to Clients

Submitted by Moneywatch Advisors on October 10th, 2024

Enjoy this month’s edition that features a review of past market performance after the Fed starts lowering interest rates plus a summary of an alarming Vanguard study about switching jobs and the impact on some people’s retirement savings.

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September Newsletter to Clients

Submitted by Moneywatch Advisors on September 10th, 2024

Enjoy this month’s edition that features a welcome to a new member of the team, a review of the stock market so far this year and results from a survey of Americans on how much it takes to be wealthy.

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August Newsletter to Clients

Submitted by Moneywatch Advisors on August 7th, 2024

Enjoy this month’s edition that features an explanation of portfolio rebalancing, a reminder about Social Security on-line accounts and some 401(k) mistakes to avoid.

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July Newsletter to Clients

Submitted by Moneywatch Advisors on July 8th, 2024

Enjoy this month’s edition that features an investing exercise across multiple presidential administrations plus a summary of the first half of the year.

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