Newsletter

The Market In Perspective

There was a headline last week regarding the stock market’s drop titled, “How to Steer Your 401(k) Through Choppy Markets.” It seems to us a better title might be, “Your Portfolio Is Charting the Right Course, Hold Steady Through a Few Bumps.”

Enjoy this month’s edition that features a note about tax forms from TD Ameritrade plus a review of significant changes to retirement plans made by Congress.

A Special Announcement:

Enjoy this month’s edition that features an announcement by TD Ameritrade, a reminder of year-end distributions and 2020 contribution limits.

Charles Schwab to Acquire TD Ameritrade

Enjoy this month’s edition that features a best practice on your accounts plus commentary on investments so far this year.

Save the Date for the Moneywatch holiday party and open house on Thursday, December 12 from 4:00-7:00 PM.