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  1. Home
  2. Archived Blog
  3. December 2019

December 2019

Book Recommendations for Christmas 2019

Submitted by Moneywatch Advisors on December 12th, 2019

If you’re like me and like to give books as gifts or just want a list of book recommendations for yourself, below are the books I read this year along with a brief review. While I enjoyed every book on this list, those I highly recommend are highlighted in bold. And, you’ll note, not a single one on finance or investing – these books are for my down time. Merry Christmas!

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A Tale of Two Different Athletes

Submitted by Moneywatch Advisors on December 5th, 2019

Have you ever lay in bed dreaming what you would do with a sudden financial windfall? Would you buy a new house or travel around the world or buy a ridiculously expensive car? Would you quit your job? Or would you create a plan to segment your newfound wealth into buckets in a reasoned, thoughtful way? Maybe 1/3 to your future, 1/3 to charity and 1/3 to the blow it out, crazy, can’t remember where that came from fun bucket?

Recently I came across separate articles of two different athletes who earned a lot of money in a short time but approached their new financial standing in completely different ways. Here are their stories:

  

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December 2019 Newsletter to Clients

Submitted by Moneywatch Advisors on December 3rd, 2019

Enjoy this month’s edition that features an announcement by TD Ameritrade, a reminder of year-end distributions and 2020 contribution limits.

Charles Schwab to Acquire TD Ameritrade

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