Blog

Enjoy this month’s edition that features a client’s thoughts on the complications of dying, important year-end deadlines, update on TD Ameritrade’s Advisorclient portal and reminder about potential email fraud.

Enjoy this month’s edition that features several updates to our investment portfolio, an Email Fraud and Identity Theft notice, holiday open house invitation and reminder on how clients can access their statements via their secure MONEYWATCH VAULT.

Enjoy this month’s edition that features an update on the economy and stock markets, a highlight on the income oriented funds we own and instructions on how clients can access their statements via their secure MONEYWATCH VAULT.

Enjoy this month’s edition that features an update on the economy and stock markets in addition to highlights on TINY, BGT and JATTX.

Enjoy this month’s edition which features a brief outlook on the economy and highlights some factors affecting the Dow Jones Industrial Average.

Enjoy this month’s edition which starts with the birth announcement of Chase Hammond. From there, we discuss the importance of saving for the future, sooner rather than later. We also have a quick summary of the economy. Then we discuss the importance of notifying us of life events and creating an estate plan.

Enjoy this month’s edition that highlights a recent industry survey about personal finances and an important Moneywatch Advisors announcement.

We deal with numbers every day – monitoring your investments, looking at trends. But they’re typically on a global scale – nothing we can impact, just anticipate and plan.

Enjoy this month’s edition that features a milestone anniversary for Moneywatch Advisors, historical table of market conditions over the same period and an overview of the situation in Greece, aka Grexit.

Why would you, as a client, choose to recommend Moneywatch over another independent financial advisory firm? To properly prepare you to respond, we must discuss the current and future status of the firm, your company contacts, their respective duties and how your money is actually managed.

Enjoy this month’s edition that features…