February Newsletter to Clients
Submitted by Moneywatch Advisors on February 2nd, 2024Enjoy this month’s edition that features a reminder of tax documents from Schwab, plus some commentary about stock market performance.
2023 Tax forms:
Newsletter
January Newsletter to Clients
Submitted by Moneywatch Advisors on January 8th, 2024Enjoy this month’s edition that features a review of 2023.
December Newsletter to Clients
Submitted by Moneywatch Advisors on December 8th, 2023Enjoy this month’s edition that features a review of November investment returns, an announcement of 2024 contribution guidelines by the IRS and an explanation of why we include international companies in our portfolios.
November Newsletter to Clients
Submitted by Moneywatch Advisors on November 3rd, 2023Enjoy this month’s edition that features a perspective on bonds and their relationship with stocks, as well as a note regarding new rules when writing checks with Schwab.
October Newsletter to Clients
Submitted by Moneywatch Advisors on October 6th, 2023Enjoy this month’s edition that features a note about your monthly Schwab statement, a tip to avoid a new type of cyber fraud as well as a review of the stock market so far this year.
September statements:
September Newsletter to Clients
Submitted by Moneywatch Advisors on September 6th, 2023Enjoy this month’s edition that features an update on the conversion to Schwab, an explanation of diversification within our portfolios and a reminder that those 50 and older can make catch-up contributions to their retirement accounts.
August Newsletter to Clients
Submitted by Moneywatch Advisors on August 2nd, 2023Enjoy this month’s edition that features a reminder about the merger of TD Ameritrade and Schwab, plus some perspective about the stock market and current events.
TD Ameritrade transition to Schwab update:
July Newsletter to Clients
Submitted by Moneywatch Advisors on July 12th, 2023Enjoy this month’s edition that features a look at the economy, a review of the stock market’s first six months of the year and a reminder of the September transition from TD Ameritrade to Schwab.
June Newsletter to Clients
Submitted by Moneywatch Advisors on June 13th, 2023Enjoy this month’s edition that features a market review, mid-year stock market results and a summary of bonds.
May Newsletter to Clients
Submitted by Moneywatch Advisors on May 5th, 2023Enjoy this month’s edition that features a notice about the TD Ameritrade merger with Schwab and notes on the economy and the markets.
