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.
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 reminder about investing after elections plus a review of the markets so far this year. But, first….
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.
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.
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.
Enjoy this month’s edition that features an investing exercise across multiple presidential administrations plus a summary of the first half of the year.