Enjoy this month’s edition that highlights a recent industry survey about personal finances and an important Moneywatch Advisors announcement.
We deal with numbers every day – monitoring your investments, looking at trends. But they’re typically on a global scale – nothing we can impact, just anticipate and plan.
Enjoy this month’s edition that features a milestone anniversary for Moneywatch Advisors, historical table of market conditions over the same period and an overview of the situation in Greece, aka Grexit.
Why would you, as a client, choose to recommend Moneywatch over another independent financial advisory firm? To properly prepare you to respond, we must discuss the current and future status of the firm, your company contacts, their respective duties and how your money is actually managed.
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