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The Woodward Advisor E-Newsletter and 

Quarterly Commentary

2022

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







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