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Newsletter

January 2021 Newsletter to Clients

Submitted by Moneywatch Advisors on January 13th, 2021

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:

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December 2020 Newsletter to Clients

Submitted by Moneywatch Advisors on December 14th, 2020

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 40th Birthday – The Past as Prologue

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November 2020 Newsletter to Clients

Submitted by Moneywatch Advisors on November 16th, 2020

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?

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October 2020 Newsletter to Clients

Submitted by Moneywatch Advisors on October 8th, 2020

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.

40th Anniversary Tech Announcement

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September 2020 Newsletter to Clients

Submitted by Moneywatch Advisors on September 15th, 2020

Enjoy this month’s edition that features a significant birthday, a significant milestone and a market update.

It’s Moneywatch’s 40th Birthday!

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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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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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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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May 2020 Newsletter to Clients

Submitted by Moneywatch Advisors on May 15th, 2020

Enjoy this month’s edition that features a note to UK clients, a notice of fund changes and a report on investment performance.

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April 2020 Newsletter to Clients

Submitted by Moneywatch Advisors on April 15th, 2020

Enjoy this month’s edition that features a reminder that the income tax deadline has changed and a market summary.

Income Tax Deadline

Please note the Coronavirus Aid, Relief and Economic Security (CARES) Act recently passed by Congress moved the deadline for filing and paying federal income tax on your 2019 income from April 15 to July 15.

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