Newsletter

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

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

It’s Moneywatch’s 40th Birthday!

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:

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.

Enjoy this month’s edition that features a notice of a fund change and a review of the market.

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

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.