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Blog

August 2020 Newsletter to Clients

Submitted by Moneywatch Advisors on August 10th, 2020

Enjoy this month’s edition that features a market update, a historical note on market performance during election years and a retirement factoid.

Market Update:

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Our Terrifying Vacation

Submitted by Moneywatch Advisors on August 4th, 2020

Our family started vacationing on Squam Lake in New Hampshire periodically when I was in middle school and my wife, kids and I have maintained the habit. In fact, we just returned from a week at our collective happy place where, this year, we had to dig deep to cope with a challenge unfamiliar to civilized society. Here is our terrifying story.

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Is It Time to Refinance?

Submitted by Moneywatch Advisors on July 21st, 2020

Interest rates on mortgages have flopped like a World Cup midfielder since the pandemic hit. According to Bankrate.com, the average rate of the nation’s largest mortgage lenders for 30-year mortgages is 3.15% while the average 15-year rate is 2.75%. So, is now a good time to refinance your current mortgage?

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July 2020 Newsletter to Clients

Submitted by Moneywatch Advisors on July 8th, 2020

Enjoy this month’s edition that features a note to members of the UK community, a mid-year market commentary and a reminder of 2020 retirement plan contribution limits.

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5 Ways to Offset Taxes with Charitable Giving

Submitted by Moneywatch Advisors on July 6th, 2020

Although we’re all living through the same global pandemic, it has affected some of us more than others. By sitting on the boards of God’s Pantry Food Bank and the YMCA of Central Kentucky, I’ve seen how many in our communities are suffering economically. For instance, the need for food assistance in Lexington alone has increased almost 90% - many seeking help for the first time - since the pandemic hit. Similarly, as the Y never turns anyone away because they can’t pay – and there are more now than ever - donors’ contributions serve needs like helping kids attend summer camp and play in sports leagues.

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What Has The Pandemic Taught You?

Submitted by Moneywatch Advisors on June 22nd, 2020

Below are a few random thoughts from my own experience interspersed with some from friends. What about you?

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June 2020 Newsletter to Clients

Submitted by Moneywatch Advisors on June 9th, 2020

Enjoy this month’s edition that features a notice of a fund change and a review of the market.

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Want To Bet Online?

Submitted by Moneywatch Advisors on June 9th, 2020

The Financial Times reported last week that online stock brokerages, like E-Trade, hit a record number of account sign-ups in March and April. Rich Repetto, senior analyst at Sandler O’Neill (investment banking firm) commented that the stay-at-home mandate plus no live sporting events for bettors to wager on motivated many to trade stocks online. Whoa! Think about that for a minute. These people were so starved to bet on something, they decided to bet on stocks!

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A College Graduation Letter To My Daughter

Submitted by Moneywatch Advisors on June 2nd, 2020

Last year I wrote what I called a “practice” graduation letter to my daughter. Now that she has officially graduated, sans in-person commencement, I reviewed what I wrote and decided the advice is still pertinent. Here goes:

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Should You Rent Rather Than Buy Your Home?

Submitted by Moneywatch Advisors on May 26th, 2020

Friends of ours are in the process of downsizing and would like to move to a different, hipper, part of town. (Not in Lexington) As they grapple with the details of freeing up cash for necessary work on their current home, look for a new house to purchase, attempt to decipher mortgage details and, maybe most of all, try to assemble all the moving parts in a sequence that avoids living in an apartment between houses, it can be quite stressful. Amid all of this I asked if they had ever considered renting rather than buying a new place.

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