December 2018 Newsletter to Clients
Submitted by Moneywatch Advisors on December 6th, 2018Enjoy this month’s newsletter that features important TD Ameritrade year-end deadlines, and some year-end tax tips…
Newsletter
November 2018 Newsletter to Clients
Submitted by Moneywatch Advisors on November 1st, 2018Enjoy this month’s newsletter that features a holiday open house invitation and commentary on this month’s stock market decline.
October 2018 Newsletter to Clients
Submitted by Moneywatch Advisors on October 8th, 2018Enjoy this month’s edition that features an update on BlackRock Floating Rate Income Trust (BGT).
September 2018 Newsletter to Clients
Submitted by Moneywatch Advisors on September 10th, 2018Enjoy this month’s edition that features some tax planning reminders about Required Minimum Distributions.
August 2018 Newsletter to Clients
Submitted by Moneywatch Advisors on August 7th, 2018Enjoy this month’s edition that features an update on BlackRock Floating Rate Income Trust (BGT) and cash sweep accounts.
July 2018 Newsletter to Clients
Submitted by Moneywatch Advisors on July 11th, 2018Enjoy this month’s edition that features a helpful tool and reminder from Steve for checking tax withholdings.
June 2018 Newsletter to Clients
Submitted by Moneywatch Advisors on June 1st, 2018Enjoy this month’s edition that features a helpful reminder about information security and a discussion about BlackRock Floating Rate Income Trust.
May 2018 Newsletter to Clients
Submitted by Moneywatch Advisors on May 2nd, 2018Enjoy this month’s edition that features updates on the treatment of charitable contributions under the new tax law and our privacy notice.
April 2018 Newsletter to Clients
Submitted by Moneywatch Advisors on April 9th, 2018Enjoy this month’s edition that features a SUMMARY OF MATERIAL CHANGES for Moneywatch Advisors’ ADV, Brochure Part 2, a reminder about tax return reviews and a chart of the S&P 500 from 1955 to present.
March 2018 Newsletter to Clients
Submitted by Moneywatch Advisors on March 1st, 2018Enjoy this month’s edition that features notes on the market’s performance in 2018 and options for retirement saving later in life.
