In the Summer 2025 edition of Money Letter on Markets, host Brian Kelly breaks down the key factors shaping investor decision-making today. This episode explores the principles of long-term investing, current global market performance, and evolving expectations around Federal Reserve policy.Key topics include:-Historical lessons from the Great Depression, Black Monday (1987), and the 2008 Financial Crisis-The benefits of long-term investing: compounding returns, reduced volatility, lower taxes, and fewer transaction costs-Analysis of the Fidelity Growth Strategies Fund (FDEGX), with top holdings including Palantir, Axon, and Roblox-Global market index performance for 2025: Mexico, Brazil, Europe, India, China, Japan, and the United States-Fed rate cut probabilities and what investors should consider with fixed income and cash allocations-Yield trends in money market mutual funds and CDs-Highlights from JPMorgan's active bond ETF roundtable and yield curve strategiesFIRST TIME SUBSCRIBER OFFER: https://simplecirc.com/subscribe/moneyletter-com?source=12HALFMoneyLetter Website: https://www.moneyletter.com/Connect with MoneyLetter:Phone: (800) 890-9670Email: [email protected]Facebook: https://www.facebook.com/profile.php?id=100063471065727 Instagram: https://www.instagram.com/moneyletter TikTok: https://www.tiktok.com/@moneyletter YouTube: https://www.youtube.com/@MoneyLetter

In this audio-only podcast, MoneyLetter Publisher Brian Kelly breaks down everything you need to know when it comes to estate planning. From who needs a plan and what is involved in setting up a trust and a will to when your plan should be updated. (0:00) Intro(1:00) Why Estate Planning Is A Must(1:35) Who Is Josh Halpern(2:11) What Happens If You Don't Have An Estate Plan(2:41) Who Needs An Estate Plan(3:11) Wills vs Trusts(3:47) Other Important Estate Documents(4:15) When Should You Update Your Estate Plan(4:38) Passing On Your Values, Not Just Your Money(5:12) Revocable vs Irrevocable Trust(5:38) Estate Taxes(6:09) Gifting While You're Living(6:33) Real Life Example Of Needing An Estate Plan(6:57) Do You Need An Estate Plan If You're Young?(7:26) The Cost of Doing Nothing(7:55) Estate Plan Action Plan(9:09) ConclusionThis information was taken from our sister company Asset Strategy's podcast: https://youtu.be/i1_fI6umvGE?si=KuzRlKlXd_tDumePCONTACT ASSET STRATEGY: https://simplecirc.com/subscribe/moneyletter-com?source=12HALFHALF PRICE OFFER FOR NEW SUBSCRIBERS ONLY: https://simplecirc.com/subscribe/moneyletter-com?source=12HALFFREE 10 Best Mutual Funds and ETFs Report: https://mailchi.mp/moneyletter/10-best-report-downloadContact MoneyLetter:Toll Free Number: 800 890 9670Email: [email protected]

Welcome to the April 2025 edition of MoneyLetter on Markets with Brian Kelly, Publisher of MoneyLetter!Markets are sliding fast and we’re officially in bear market territory. In this episode, Brian dives into what’s causing the turmoil (hint: tariffs), what history tells us about corrections and bear markets, and why you shouldn’t be surprised.Featured Topics:• April blog highlight: “You Shouldn’t Be Surprised by This Market Correction”• A historical look at past bear markets• Featured ETF: iShares Europe ETF (IEV), Why we see opportunity abroad• World market returns snapshot through Q1• High-yield cash options and the value of locking in rates• Financial Wellness Focus: Why an Emergency Savings Account is your first line of defense💡 Bonus: If you’re not a subscriber yet, now’s the time! Get a full year of MoneyLetter for half price—just $64.50. Visit www.moneyletter.com or call 800-890-9670 to get started.👉 Got questions or suggestions? Email us at: [email protected]

Do you want to have a diversified and optimal performing portfolio? In this episode, MoneyLetter publisher Brian Kelly sits down with Portfolio Manager and Asset Strategy's Director of Private Asset Management Bruce Hardy to break down the 5 mutual funds and ETFs that you NEED to consider including in your portfolio this year.--SUBSCRIBE TO OUR PUBLICATION: https://www.moneyletter.com/subscribe/Join our FREE Investing Community: https://www.moneyletter.com/friends/Call Us Toll Free: (800) 890-9670

Welcome to the January 2025 Edition of 'MoneyLetter on Markets' hosted by publisher Brian Kelly.

Welcome to the December Edition of 'MoneyLetter on Markets' hosted by publisher Brian Kelly.

Welcome to the November 2024 Edition of MoneyLetter on Markets.

Asset Strategy Managing Director and Senior Financial Consultant Kent Fitzpatrick, AIFA®, GFS®, CBFA sits down with Asset Strategy Senior Financial Consultant David O’Brien, CFP®, CAIA® to talk about everything you need to know about how the implications taxes have in your retirement.

(1:01) Episode Start

(5:17) What Should Retirees Be Thinking About

(6:50) Differences between a Roth IRA and Traditional IRA

(8:15) IRA Contribution Example

(9:56) What is a Backdoor Roth Conversion?

(11:05) What are the 2024 401(k) limits and what the pre and post tax options are

(13:30) What is IRMAA and how to deduct taxes from it

(16:17) How to do a partial conversion

(17:55) What are the seven tax brackets? (2024)

(20:10) SECURE 2.0 Act Changes

(21:10) The Estate Tax

(23:10) Qualified Charitable Distributions

(24:50) Wrap Up

Welcome to the October 2024 Edition of MoneyLetter on Markets.

In this episode, we discuss various topics that include, what our featured fund of the month is, how to avoid some common investing mistakes, the interest rate cut impact on your portfolio, and more!

(0:14) Featured Fund of the Month

(2:08) How To Avoid Common Investing Mistakes

(8:37) World Markets Returns

(10:00) Interest Rate Cut Portfolio Impact

(10:36) MoneyLetter Subscription Offer

Check Us Out! ⬇️

⁠⁠⁠⁠https://linktr.ee/moneyletter

Welcome to the September 2024 Edition of MoneyLetter on Markets.

Welcome to the August 2024 Edition of MoneyLetter on Markets.

In this episode, we discuss various topics that include, if you should wait until 70 to take social security, the featured fund of the month, some tips to make your vacation more affordable, and more!

(0:17) MoneyLetter Mailbag: Should You Wait Until 70 to Take Social Security

(2:44) Featured Fund of the Month

(4:35) Six Tips to Make Your Vacation More Affordable

(8:27) World Markets July Returns

(10:22) First Time Subscriber Offer

Check Us Out! ⬇️

⁠⁠⁠https://linktr.ee/moneyletter