Newsletter

Enjoy this month’s edition that features a primer on mutual funds and a focus on one of our most widely held funds.

Enjoy this month’s edition that features a look at inflation, bonds, U.S. stocks, and international stocks.

Enjoy this month’s edition that features reflections on the stock market.

Enjoy this month’s edition that features a review of the first quarter stock and bond performance plus a summary of insights from JP Morgan.

The Federal Reserve is predicting the U.S. economy will grow 6.5% during 2021 – the highest rate since the mid-1980’s. Meanwhile the first quarter was very good for stocks:

Enjoy this month’s edition that features a perspective on the stock market plus a reminder to UK clients about the changes in their Fidelity fund options.

Enjoy this month’s edition that features an update on two new mutual funds and some important email security tips.

Enjoy this month’s edition that features a notice about 2020 tax forms, a tip on how to find old, forgotten accounts and a recap on 2020 investment returns.

2020 Tax Documents:

Enjoy this month’s edition that features a stock market comparison to 2009, some important TD Ameritrade deadline reminders and some advice from the SEC on protecting your passwords.

Moneywatch 40^th Birthday – The Past as Prologue

Enjoy this month’s edition that features a Moneywatch birthday memory, a special birthday wish, a review of investment performance, and some end-of-year tax tips.

Moneywatch 40th Birthday:

Do you remember what you were doing 40 years ago, in 1980? Were you born yet?

Enjoy this month’s edition that features the new Moneywatch app, an overview of a new bond fund and an update on the TD Ameritrade sale.

40^th Anniversary Tech Announcement