The Woodward Advisor E-Newsletter and 

Quarterly Commentary

2024

Q3 2024 Newsletter: Unlocking the Power of Roth 401(k), Security Corner, Summer Olympics, Stay Connected with Blogs, Podcasts, and Social Media

Q3 2024 Quarterly Market Commentary

Q2 2024 Newsletter: Chapel Hill Magazine Best Of, The Market During Elections, Security Corner, Meet Our 2024 WFA Summer Interns, Stay Connected with Blogs, Podcasts, and Social Media

Q2 2024 Quarterly Market Commentary

Q1 2024 Newsletter: Returns During and After Election Years, Security Corner, Guess our WFA Pets, Stay Connected with Blogs, Podcasts, and Social Media.pdf

Q1 2024 Quarterly Market Commentary

2023

Q4 2023 Quarterly Market Commentary

Q4 2023 Newsletter: Holiday Gifting; 2024 Key Figures; What We're Reading

Q3 2023 Quarterly Market Commentary

Q2 2023 Quarterly Market Commentary 

Q2 2023 Newsletter: Schwab and TD Integration; New Faces at Woodward; Woodward donation; Sharing Recip.pdf 

Q1 2023 Quarterly Market Commentary

Q1 Newsletter: Debt Ceiling Déjà Vu; Meet New Team Members; Wilson Li's Promotion; What We're Dishing Up

2022

2022 Q4 Quarterly Market Commentary.pdf

2022 Q3 Quarterly Market Commentary.pdf

2022 Q2 Quarterly Market Commentary 

Q2 Newsletter: Customized Conversations; Meet WFA's Summer Interns; What's On Our Nightstand?

2022 Q1 Quarterly Market Commentary

Q1 Newsletter: Meet Libby Boehne; Nonno's Alternative to Budgeting; What's On Our Nightstand? 

2021

2021 Q4 Quarterly Market Commentary

Q4 Newsletter: Meet the Pets of WFA; Inflation - Should I Be Concerned?; What's On Our Nightstand?

2021 Q3 Quarterly Market Commentary

2021 Q2 Quarterly Market Commentary

Q2 Newsletter: Meet Jessica Hobbs-Mullins; The Big Financial Planning Rule; Positive Psychology Webinar Resources; and Things We Are Looking Forward to in Summer 2021

Q1 Newsletter: GameStop Redux; Stimulus Checks; Binge-Worthy TV Show Recommendations; Podcast Updates; and Megan's Engagement

2020

Q4 Newsletter: Reflections on 2020; WFA's Second Opinion Portfolio Analysis; Social Security Cost-of-Living Adjustments; Travel in the time of COVID-19; and Podcast Updates

2020 Q3 Quarterly Market Commentary

Q3 Newsletter: WFA's Milestone Anniversary Timeline; Elections and Your Portfolio; Medicare Open Enrollment; The Elusive Home Office Deduction; Joe Marques' Sabbatical Recap

2020 Q2 Quarterly Market Commentary

Q2 Newsletter: Woodward's 25th anniversary; meet Sean Johnson; tax return reviews; WFA's new podcast; and Behind the Scenes

2020 Q1 Quarterly Market Commentary

Q1 Newsletter: Meet Victor Colella and Megan McManus; CARES Act Stimulus  Package Summary; Self-Care Tips during "Stay at Home"

2019

 2019 Q4 Quarterly Market Commentary

Q4 Newsletter: "Aging with Dignity" client event, Social Security and Contribution Limit Increases for 2020, and Behind the Scenes

2019 Q3 Quarterly Market Commentary

Q3 Newsletter: Meet Nikki Perkinson!; Sabbatical and baby announcements; and Behind the Scenes

2019 Q2 Quarterly Market Commentary

Q2 Newsletter: WFA's team approach, the WFA Grammy Awards, Phishing Alerts, and Behind the Scenes

2019 Q1 Quarterly Market Commentary

2018

2018 Q4 Quarterly Market Commentary

Q4 Newsletter: Naming a Trustee, 2019 contribution limits, Lessons from the Marriott data breach

2018 Q3 Quarterly Market Commentary

Q3 Newsletter: Charitable gifting strategies; WFA receives multiple honors; and Behind the Scenes (including website update!)

2018 Q2 Quarterly Market Commentary

Q1 Newsletter: Our trip to the TD Ameritrade National Conference; WFA's Personal Financial Website; "Tilting" to value stocks

2018 Q1 Quarterly Market Commentary

2017

2017 Q4 Quarterly Market Commentary

Q4 Newsletter: Year-end capital gain distributions; Tips and tools for charitable gifting; and Behind the Scenes

2017 Q3 Quarterly Market Commentary

Q3 Newsletter: Communicating wealth transfer plans to heirs; Your "Globetrotting" Portfolio; and Behind the Scenes

Q2 Newsletter: What WFA looks for when reviewing tax returns; The "Income Tax" cocktail receipt; and Behind the Scenes

Q1 Newsletter: Keeping fraudsters away/scam prevention; 2017 contribution limits; and Behind the Scenes