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Newsletter

March 2020 Newsletter to Clients

Submitted by Moneywatch Advisors on March 3rd, 2020

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.”

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February 2020 Newsletter to Clients

Submitted by Moneywatch Advisors on February 6th, 2020

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.

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January 2020 Newsletter to Clients

Submitted by Moneywatch Advisors on January 3rd, 2020

A Special Announcement:

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December 2019 Newsletter to Clients

Submitted by Moneywatch Advisors on December 3rd, 2019

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

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November 2019 Newsletter to Clients

Submitted by Moneywatch Advisors on November 4th, 2019

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.

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  •   Lee@moneywatchadvisors.com

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