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Newsletters

April 2024 Newsletter – Speedometers sprout green!

In this Issue: CNR Speedometers see spring green. Magnificent Seven stocks at what price? Take a look at a dividend and income strategy. On the Mark: Fear of Markets? Care of Choice. Book: Sisters in law, Bader Ginsberg and Day O’Connor.

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March 2024 Newsletter – Solid Footing

In this Issue: The economy remains healthy. Portfolio pause for thought. Hot housing markets! Important household keys. Cryptocurrency – energy gluttons. Need a travel chair? Times are good- life adventure!

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February 2024 Newsletter – Signs of Reassurance!

In this Issue: Neutral, neutral!! CNR Speedometers. Lower interest rate choice for stocks or bonds? The folly of financial forecasts:  strategists blush. More on the Magnificent Seven – They are pricey! Cryptocurrency ETFs trading enters NYSE - Know What You Own. Waterstone Materials: Website- Search by these categories. Facebook – Timely articles. New client email:  admin@ waterstonefinancialservices. com

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January 2024 Newsletter – Attitude is Everything!

In this Issue: Perception vs reality – who is most anxious? Inflation, income, expectations. More rolling recession? Warren Buffet’s strategy for the future. Four Focus Questions for 2024

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December 2023 Newsletter – Reassurance: Relax and Enjoy the Holidays!

In this Issue: Current investor sentiment is angst despite solid stats. Big picture spending over time. Measles Chart: ebb and flow. Overview of Social Security 2024. It’s the holidays – family and friends! Relax and enjoy! Book idea to gift aviators, history buffs, the curious.

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November 2023 Newsletter – The 40 Year Trend Changes

In this Issue: Magnificent Seven drive the market, Harvard Investment Return, Julex Client Opportunity- Friday, Nov 10, 11 am webinar, AI – We’ve been using it!, Reading about Crypto, Lucky us in Rochester!

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October 2023 Newsletter – Check In For Strategy

In this Issue: Basic Check In, WFS Investment Strategy Recap, Federal Reserve, CNR Speedometers, Earnings Indications, Best Age for Financial Choices, Medicare Check In, Inflation Check In

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September 2023 Newsletter – Getting Focused After Fun

In this Issue: Markets, Fed's Job, Infrastructure, Adulting, Talent Watchlist, September Invitations, It Ain't Over

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August 2023 Newsletter - Earnings 2nd Quarter 

In this Issue: Clark Capital Gauges, Earnings 2nd Quarter 2023, Why We Need Recessions, Summer insights

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July 2023 Newsletter - Market Wary and Market Optimism

In this Issue: Investor Stamina, Family Preparedness, New to WFS Blog, Quote to Share

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June 2023 Newsletter - Good News: Strong Incomes, Successful Millennials

In this Issue: We await debt ceiling resolution and think beyond 

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May 2023 Newsletter - The Fed, The Dollar, Earning Season

In this Issue: The Fed has inflation and mini-bank traumas

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April 2023 Newsletter - From Infection to Inflation

In this Issue: The new FFANG stocks; not so tech.

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March 2023 Newsletter - Lots of moving parts!

In this Issue: Data needs to settle. Think beyond.

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February 2023 Newsletter - Cloudy, Not Stormy

In this Issue: It's about patience and calm. 

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