facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

The Woodward Advisor E-Newsletter and 

Quarterly Commentary


2020

2020 Q3 Quarterly Market Commentary

September E-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

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

2020 Q1 Quarterly Market Commentary

March  E-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

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

2019 Q3 Quarterly Market Commentary

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

2019 Q2 Quarterly Market Commentary

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

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

2018 Q3 Quarterly Market Commentary

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

2018 Q2 Quarterly Market Commentary

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

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

2017 Q3 Quarterly Market Commentary

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

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

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







Let's Talk