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  1. Home
  2. Archived Blog
  3. August 2021

August 2021

Considering a Career Change?

Submitted by Moneywatch Advisors on August 24th, 2021

In a recent review meeting, clients told us they were considering changing careers to be able to spend more time with each other and their kids and to reduce their considerable professional stress. They were approaching this in a thoughtful manner so want to consider the financial implications of such a move – both short-term and long-term.

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August 2021 Newsletter to Clients

Submitted by Moneywatch Advisors on August 12th, 2021

Enjoy this month’s edition that features a performance review of financial markets and the domestic economy, and a mutual fund spotlight.

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What is a Mutual Fund Anyway?

Submitted by Moneywatch Advisors on August 3rd, 2021

You’ve undoubtedly heard the term, mutual fund, but is it one of those terms you’ve heard so much that you’re afraid to ask what it actually is? Almost all investments within retirement accounts – 401(k)s, 403(b)s, etc. – are mutual funds so you own one or more of them already.

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  •   121 Walton Avenue, Lexington, Kentucky 40508
  •   (859) 268-1117
  •   Lee@moneywatchadvisors.com

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