Welcome to the July 2024 Edition of MoneyLetter on Markets.

In this episode, we discuss various topics that include, how short term opportunities relate to long term financial goals, the featured fund of the month, an overview of disability insurance, and more!

(0:18) How Short Term Opportunities Relate To Your Long Term Financial Goals

(1:28) Featured Fund of the Month

(3:29) Disability Insurance 101

(8:24) World Markets Review

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⁠⁠https://linktr.ee/moneyletter

In this episode, MoneyLetter Publisher Brian Kelly sits down with Asset Strategy's Insurance Manager and Financial Consultant Greg Killilea for an in-depth discussion of annuities.

They cover the basics and discuss how annuities can apply to your overall investment portfolio. Greg mentions that recent changes in annuity offerings may warrant you looking at a product you bought just a few years ago.

If you have any questions about annuities or need a product review, you can book a free discovery call with Greg here: https://outlook.office365.com/book/[email protected]/

Or you can call Greg: 781-235-4426 (ext. 120)

(1:07) Greg explains his new Asset Strategy series

(2:40) The transfer of risk from the client to an insurance company

(6:08) The Power of Zero concept

(10:40) What annuity products do so you don't outlive your money

(15:42) What is a variable annuity?

(17:35) What is "extra money" for long term care?

(18:26) Annuities and Retirement

(19:33) Is there an annuity death benefit?

(20:47) If you have an old annuity contract, what do you do?

(22:40) Conclusion

Find us here: https://linktr.ee/moneyletter

The May 2024 edition starts with information on the difference between tax preparation and tax planning. Next we profile our Fund of the Month, a top-performing mid-cap choice. We also provide tips on how to sell your home and an update on global markets.

(0:19) Difference Between Tax Preparation and Tax Planning 📕

(1:49) Featured Fund of the Month 📈

(3:58) This Month’s MoneyLetter Blog 📰

(6:55) World Markets Update 🌎

(8:20) MoneyLetter's Performance Update 📊

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⁠https://linktr.ee/moneyletter

The April 2024 edition starts with information on our upcoming Quarterly Review call with Director of Research Rosario “Sal” Salamone. Next we profile our Fund of the Month, a top-performing emerging markets choice. We also tell you why financial reviews are essential to your financial literacy. To finish, you’ll learn how life insurance can enhance your retirement comfort. Listen now!

(0:11) Event Announcement 📣

(0:43) Featured Fund of The Month 📈

(2:56) This Month’s MoneyLetter Blog 📰

(7:08) World Markets Update 🌎

(8:19) Maximizing Your Retirement Savings w/ Life Insurance 💵

Check Us Out! ⬇️

https://linktr.ee/moneyletter

Register For Upcoming Quarterly Review: ⬇️

Assetstrategy.com/events

The March 2024 edition starts with an update on the MoneyLetter Plus Select ETF model portfolio. Next is a piece on why it is important to stay in the market long-term. We follow with our Fund of the Month -- Fidelity Trend. And we wrap things up with our World Market Roundup and MoneyLetter’s upcoming publishing schedule. Listen now!

The February 2024 edition starts with a visit from Asset Strategy’s Kent Fitzpatrick, who talks about the Tax Cut and Jobs Act and how its potential expiration could affect you. Next is a profile on Invesco S&P SmallCap Momentum ETF. Finally, we check in on how the global markets performed in January. Listen now!

The January 2024 edition starts with an announcement regarding our sister company Asset Strategy’s Quarterly Market Update webinar call. Then we present our Fund of the Month profile of Royce Small-Cap Value Service Class (ticker: RYVFX) and continues with a story about the benefits of proper Asset Allocation. Finally, you’ll find out how markets around the globe did in 2023 and how that translated into a strong year of performance for MoneyLetter. Listen now!

The December 2023 edition starts with our Fund of the Month profile of Invesco QQQ Trust, Series 1 (ticker: QQQ) and continues with a story about Risk Reduction by Asset Strategy’s Peter Doherty. You’ll also find 6 important year-end tax tips. Listen now!

The November 2023 edition starts with a story about investor concerns given a stock and bond swoon in August, September, and October. You’ll our Fund of the Month profile of Fidelity Floating Rate High Income Fund (ticker: FFRHX) and a description of Multi Year Guarateed Annuity opportunities. Listen now!

The October 2023 edition starts with a profile of our Fund of the Month Hennessy Japan Investor (ticker: HJPNX). That is followed by a summary of the October issue of MoneyLetter. We then present a story, which originally appeared in Barron’s, entitled “Almost All Workers Should Contribute to Roth Accounts. Here’s Why.” You’ll also get information on a Quarterly Market webinar we are hosting. Listen now!