June Newsletter to Clients
Submitted by Moneywatch Advisors on May 7th, 2024Enjoy this month’s edition that features a review of the stock and bond markets so far this year as well as a note about Social Security.
Newsletter
May Newsletter to Clients
Submitted by Moneywatch Advisors on May 7th, 2024Enjoy this month’s edition that features a review of the economy and market performance, some predictions for the next 12 months and a reminder of why we are CERTIFIED FINANCIAL PLANNERS™.
April Newsletter to Clients
Submitted by Moneywatch Advisors on April 9th, 2024Enjoy this month’s edition that features a review of the first quarter’s market returns on stocks and bonds, a note on an interesting Schwab study, and a response to a commonly asked question.
First Quarter Returns
March Newsletter to Clients
Submitted by Moneywatch Advisors on March 11th, 2024Enjoy this month’s edition that features some tax reminders plus an example of how we diversify clients’ portfolios.
Income Tax Info
As you know, the deadline to file our 2023 tax year returns is Monday, April 15 – unless you file for an extension. Below are a few important reminders:
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:
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:
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:
