Newsletter

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.

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