Newsletter

Enjoy this month’s edition that features a review of stock and bond markets so far this year.

To paraphrase the title of a well-known children’s book, this newsletter could very well be titled, The Stock and Bond Markets and their Terrible, Horrible, No Good, Very Bad Start to the Year. How bad, you say? Here are the benchmarks:

Enjoy this month’s edition that features a review of the 1^st quarter’s stock market performance, a close look at a bond mutual fund held by many of our clients, and a summary of a recent Schwab survey of investors.

Enjoy this month’s edition that features a review of stock market history geopolitical events plus an income tax reminder.

Enjoy this month’s edition that features a review of January’s volatile stock market and a description of a new mutual fund in our lineup.

Enjoy this month’s edition that features a review of the stock and bond markets in 2021, a reminder of the benefits of diversification, a note about TD Ameritrade tax statements, and an invitation to schedule a meeting with us.

Enjoy this month’s edition that features notice of a potential phone call from BMO, a look at the Federal Reserve, as well as a reminder on how to protect your passwords.

Potential Phone Call From BMO

Enjoy this month’s edition that features a note about the Moneywatch Holiday Party and some advice to help you save on taxes this year.

Enjoy this month’s edition that features a description of bond yields and what those can tell us.

Enjoy this month’s edition that features a review of the stock market so far in 2021 plus some market strategists’ predictions for the future.

Enjoy this month’s edition that features a performance review of financial markets and the domestic economy, and a mutual fund spotlight.