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Newsletter

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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  •   121 Walton Avenue, Lexington, Kentucky 40508
  •   (859) 268-1117
  •   Lee@moneywatchadvisors.com

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