Skip to main content

Moneywatch Advisors

(859) 268-1117 Lee@moneywatchadvisors.com
  •  
  •  
  •  
  • Client Login
  • Become a Client
  • Set Appointment
    Ramsey

Moneywatch Advisors

  • Home
  • About 
    • Our Team
    • Who We Serve
    • Code of Ethics
  • Approach
  • Services
  • Fee Structure
  • UK Faculty & Staff 
    • Ages 30-50
    • Ages 50+
  • FAQ
  • Newsletter
  • Lexington Financial Planner (Blog)
  • Contact
  • Join the Team
  • Send Secure Files

    You are here

  1. Home
  2. Archived Blog
  3. October 2023

October 2023

The Wisdom of Wally

Submitted by Moneywatch Advisors on October 10th, 2023

I first wrote this 3 ½ years ago and believe it is an excellent reminder that, as investors, we are owners of the companies we buy shares in, even if indirectly through mutual funds. I also updated it at the end to show how Wally’s wisdom played out…so far.

Tags:
  • Blog
  • investments
  • Read more

October Newsletter to Clients

Submitted by Moneywatch Advisors on October 6th, 2023

Enjoy this month’s edition that features a note about your monthly Schwab statement, a tip to avoid a new type of cyber fraud as well as a review of the stock market so far this year.

September statements:

Tags:
  • Newsletter
  • Read more

Looking to learn more?

Get in touch today

Contact Us

Additional info

  • Sitemap
  • Legal, privacy, copyright and trademark information

Contact info

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

Moneywatch Advisors is registered as an investment advisor with the U.S. Securities and Exchange Commission.

© 2025 Moneywatch Advisors . All rights reserved.

Website Design For Financial Services Professionals