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Newsletter

March Newsletter to Clients

Submitted by Moneywatch Advisors on March 7th, 2023

Enjoy this month’s edition that features a segment on how we invest in changing economic conditions, a reminder that we own what you own, and a review of the market.

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February Newsletter to Clients

Submitted by Moneywatch Advisors on February 8th, 2023

Enjoy this month’s edition that features a note about taxable accounts, a quick review of investment markets so far and a security reminder.

Tax Season

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January Newsletter to Clients

Submitted by Moneywatch Advisors on January 12th, 2023

Enjoy this month’s edition that features thoughts from the fund manager of Janus Henderson Enterprise fund, some historical data on stock market performance and 1099 Tax Form information from TD Ameritrade.

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December Newsletter to Clients

Submitted by Moneywatch Advisors on December 15th, 2022

Enjoy this month’s edition that features a check on stock market predictions from September, a note about bond yields and a hearty thank you to our clients.

In our September newsletter we reviewed strategist’s predictions of the direction of the U.S. stock market through the end of 2022. Here is what they said:

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November Newsletter to Clients

Submitted by Moneywatch Advisors on November 9th, 2022

Lee Chapman and Steve Byars recently attended the Schwab Impact 2022 conference for financial advisors and here are some of their key takeaways that we believe will benefit you, our clients:

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October Newsletter to Clients

Submitted by Moneywatch Advisors on October 6th, 2022

Enjoy this month’s edition that features our guidance on the upcoming decade and some market history for the short-term.

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September Newsletter to Clients

Submitted by Moneywatch Advisors on September 15th, 2022

Enjoy this month’s edition that features a review of the stock market, some predictions for the rest of the year, a focus on a bond mutual fund and a reminder about Required Minimum Distributions (RMDs).

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August Newsletter to Clients

Submitted by Moneywatch Advisors on August 10th, 2022

Enjoy this month’s edition that features a review of the economy, the Federal Reserve’s actions, and the stock market.

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July Newsletter to Clients

Submitted by Moneywatch Advisors on July 7th, 2022

Enjoy this month’s edition that features a congratulations to Ramsey Bova, a market recap, and a fund spotlight.

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June Newsletter to Clients

Submitted by Moneywatch Advisors on June 10th, 2022

Enjoy this month’s edition that features a review of stock and bond markets and interest rates.

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  •   121 Walton Avenue, Lexington, Kentucky 40508
  •   (859) 268-1117
  •   Lee@moneywatchadvisors.com

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