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August 2017 Newsletter to Clients

Submitted by Moneywatch Advisors on August 2nd, 2017

Enjoy this month’s edition that features a review of the stock market to date.

Stock Market: At the very moment this is being written the Dow Jones Industrial Average has just passed the 22,000 point mark – the most recent of 30 record-highs during 2017. The S&P 500 also hit new record highs in late July. Through the end of July, the S&P 500 was up nearly 9% from the day President Trump took office. For perspective, that increase has only been surpassed in recent decades by two other new administrations: George W. Bush’s first 6 months in office saw an increase of 20.7% and Barack Obama’s first 6 months in office saw an increase of 22.6%.

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July 2017 Newsletter to Clients

Submitted by Moneywatch Advisors on July 5th, 2017
Enjoy this month’s edition that features an explanation of some of your Long-Term Income investments. 
 
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June 2017 Newsletter to Clients

Submitted by Moneywatch Advisors on June 1st, 2017
Enjoy this month’s edition that features an update on company earnings and the consumer. In addition we have included a reminder regarding protecting your information security and identity and a recent client experience. 
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May 2017 Newsletter to Clients

Submitted by Moneywatch Advisors on May 3rd, 2017

Enjoy this month’s edition that features an overview on President Trump’s tax plan, stock market performance and our updated Privacy Notice.

Tags:
  • Debt Reduction
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April 2017 Newsletter to Clients

Submitted by Moneywatch Advisors on April 3rd, 2017
Enjoy this month’s edition that features…
 
From the desk of Steve Byars: We Put the “Advisors” in Moneywatch Advisors. As a client at Moneywatch Advisors I always thought the name said it all – Moneywatch managed my investments and helped them grow. Absolutely, yes, that’s true! But Moneywatch does SO much more to help clients reach their goals. Here is a story from a recent client meeting that illustrates our role as advisors to our clients. 
 
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March 2017 Newsletter to Clients

Submitted by Moneywatch Advisors on March 1st, 2017

Enjoy this month’s edition that features an introduction to Moneywatch staff’s newest addition, updates on the annual TD Ameritrade conference, TD Ameritrade mailing address, and a recent Medicare question we thought was worthy of sharing and an update on two of your funds…

Tags:
  • College Saving
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February 2017 Newsletter to Clients

Submitted by Moneywatch Advisors on February 7th, 2017
Enjoy this month’s edition that features an investment portfolio change, economy & stock market update, home selling tip, annual business continuity plan and important tax documents mailing deadlines.
 
Tags:
  • Blog
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January 2017 Newsletter to Clients

Submitted by Moneywatch Advisors on January 3rd, 2017
Enjoy this month’s edition that features an update on the economy, stock market and interest rates.
 
Economic Outlook: According to the latest Kiplinger insights, the USA will experience faster growth in 2017, 2.1%, versus last year’s 1.6%. It suggests the coming income tax cuts and infrastructure spending will have a delayed effect because consumers will pay down debt and Congress won’t approve extra spending until 2018. We would postulate the stock market bounce, the largest ever in reaction to a presidential election, suggests a stronger economic surge.
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December 2016 Newsletter to Clients

Submitted by Moneywatch Advisors on December 5th, 2016

Enjoy this month’s edition that features Bob’s update on the economy, important TD Ameritrade year-end deadlines and holiday open house reminder.

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November 2016 Newsletter to Clients

Submitted by Moneywatch Advisors on November 1st, 2016

Enjoy this month’s edition that features a holiday open house invitation, update on the economy and stock markets in addition to highlights on an important announcement by BlackRock.

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