Shows
MoneyLetter On MarketsMoneyLetter on Markets: Summer 2025 EditionIn 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...
2025-07-1613 minMoneyLetter On MarketsEverything You NEED To Know About Estate Planning | May 2025 EditionIn 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...
2025-05-1510 minMoneyLetter On MarketsMarket Correction or Bear Market? April 2025 EditionWelcome 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 ra...
2025-04-0910 minMoneyLetter On MarketsHow To Build An Investment Portfolio in 2025Do 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
2025-02-1823 minMoneyLetter On MarketsHow To Build A Financial Plan To Grow Your Wealth! | January 2025 EditionWelcome to the January 2025 Edition of 'MoneyLetter on Markets' hosted by publisher Brian Kelly.
In this episode, CFP's Peter Doherty, and Kaelan Fitzpatrick go through each step that one must go through in order to build a financial plan. They dive into the three different pillars, Liquidity, Protection, and Growth. What are some different ways to eliminate taxes? How do you allocate your assets? What's the right amount for emergency savings? They answer all that and more in this episode.
(0:00) Intro
(1:18) Podcast Start
(1:53) What's Important About Liquidity?
(3:10) What's Right Amount of Money To Have In A Savings Account?
(5:02) Where...
2025-01-1525 minMoneyLetter On MarketsDecember 2024 EditionWelcome to the December Edition of 'MoneyLetter on Markets' hosted by publisher Brian Kelly.
In this episode, we discuss what our featured fund of the month is, what the five pillars of financial wellness are, and some tips on what to do when the Fed inevitably cut interest rates later this month.
(00:00) Intro
(00:15) Featured Fund of the Month
(02:44) Five Pillars of Financial Wellness
(09:14 World Market Returns
(10:34) Fed Interest Rate Cut Tips
(11:17) First Time Subscriber Half-Price Offer!
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2024-12-1712 minMoneyLetter On MarketsNovember 2024 EditionWelcome to the November 2024 Edition of MoneyLetter on Markets.
In this episode, we play an episode from our sister company's podcast 'Assets and Taxes.'
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.
They discussed ERISA, 401k plans, IRAs, Social Security and Medicare, Roth IRA Conversion Strategies, Tax-Smart Distribution Strategies, Legacy and Estate Planning, and Qualified Charitable Distributions.
(0:00) Intro
...
2024-11-0726 minMoneyLetter On MarketsOctober 2024 EditionWelcome 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
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2024-10-0111 minMoneyLetter On MarketsSeptember 2024 EditionWelcome to the September 2024 Edition of MoneyLetter on Markets.
This month we present a Social Security discussion featuring two MoneyLetter contributors. In the latest edition of our sister company’s Asset & Taxes podcast, Tim Black, Asset Strategy’s Director of Retirement, and Asset Strategy Financial Consultant Bill O’Neill tackle the ins and outs of Social Security. Tim and Bill discuss the qualifications to receive benefits, the importance of identifying your life expectancy, and the individual decisions ahead of each retiree.
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2024-09-0411 minMoneyLetter On MarketsAugust 2024 EditionWelcome 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
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2024-08-0610 minMoneyLetter On MarketsJuly 2024 EditionWelcome 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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2024-06-2810 minMoneyLetter On MarketsAn Overview on Annuities w/ Greg Killilea | MoneyLetter on Markets June 2024 EditionIn 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...
2024-05-2923 minMoneyLetter On MarketsMay 2024 EditionThe 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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2024-05-0209 minMoneyLetter On MarketsApril 2024 EditionThe 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...
2024-03-2611 minMoneyLetter On MarketsMarch 2024 EditionThe 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!
2024-02-2813 minMoneyLetter On MarketsFebruary 2024 EditionThe 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!
2024-02-0215 minMoneyLetter On MarketsJanuary 2024 EditionThe 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!
2024-01-0915 minMoneyLetter On MarketsDecember 2023 EditionThe 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!
2023-11-3012 minMoneyLetter On MarketsNovember 2023 EditionThe 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!
2023-11-0815 minMoneyLetter On MarketsOctober 2023 EditionThe 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!
2023-10-1111 minMoneyLetter On MarketsSeptember 2023 EditionThe September 2023 edition starts with a profile of our fund of the month Invesco India ETF (ticker: PIN). We then present a story entitled, “Why Bonds Are Still Essential Investments.” You’ll also find a synopsis of the newly released September issue of MoneyLetter and information on an upcoming webinar which hits on investing basics. Listen now!
2023-09-0815 minMoneyLetter On MarketsAugust 2023 EditionThe August 2023 edition includes a close look at two funds, Gabelli U.S. Treasury Money Market Fund Class AAA and Vanguard Emerging Markets Select Stock Index (ticker: VMMSX). We also present a story called “Inherited IRAs Just Got New Rules. What You Need to Know.” Finally you’ll find a run-through of the August issue of MoneyLetter. This edition is presented by MoneyLetter’s Publisher Brian Kelly. Listen now!
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2023-08-0812 minMoneyLetter On MarketsJuly 2023 EditionThe July edition includes our Featured Fund of the Month along with the highlights of the July issue of MoneyLetter. We also present a story called “Capital Gains Tax on Real Estate: Here’s What You Need to Know.” Finally, you’ll find a preview of important upcoming webinar events. Presented by MoneyLetter’s publisher Brian Kelly. Listen now!
Subscribe to our Podcast and stay up-to-date on smart money strategies for today’s financial conditions. You’ll get guidance on topics like interest rates, real estate, taxes, and retirement. In each edition, you will also get Money...
2023-07-1416 minMoneyLetter On MarketsJune 2023 EditionMoneyLetter subscribers and Friends can now listen to some of the latest items crossing our desks via our “MoneyLetter on Markets” podcast. The monthly podcast presents a variety of market analyses and fund information. This month we present a story called “You’ve Decided to Sell Your Property, Now What?.” We also offer our Featured Fund of the Week, highlights of the June issue of MoneyLetter, and a preview of upcoming events.
Subscribe to our Podcast and stay up-to-date on smart money strategies for today’s financial conditions. You’ll get guidance on topics like interest r...
2023-06-2014 minMoneyLetter On MarketsMoneyLetter May 2023 Audio NewsletterThe May 2023 issue of MoneyLetter pushes back on the doom-and-gloom in the financial press, and how determined investors are moving ahead so far in 2023. You’ll also hear about 10 key considerations for estate planning. These two feature stories are presented by MoneyLetter’s publisher Brian Kelly. Listen now!
2023-05-0513 min
MoneyLetter On MarketsMoneyLetter April 2023 Audio NewsletterThe April 2023 issue of MoneyLetter explores the questions that are facing the economy and investors, and how the markets are forging ahead despite the uncertainty. You’ll also find a step-by-step explanation of Dollar Cost Averaging, a sensible strategy for volatile times. These two feature stories are recorded by MoneyLetter’s publisher Brian Kelly. Listen now!
2023-04-1817 min