MoneyLetter On Markets

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Jul 2025

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MoneyLetter on Markets is an investing/financial podcast hosted by MoneyLetter publisher, Brian Kelly. 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. MoneyLetter is a mutual fund investment newsletter published by Asset Strategy Innovation Group, LLC. Tel: 800-890-9670 Email: ⁠service@moneyletter.com⁠ Website: ⁠www.moneyletter.com⁠

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26 recent

July 16, 202513 min

MoneyLetter on Markets: Summer 2025 Edition

In 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 cut probabilities and what investors should consider with fixed income and cash allocations-Yield trends in money market mutual funds and CDs-Highlights from JPMorgan's active bond ETF roundtable and yield curve strategiesFIRST TIME SUBSCRIBER OFFER: https://simplecirc.com/subscribe/moneyletter-com?source=12HALFMoneyLetter Website: https://www.moneyletter.com/Connect with MoneyLetter:Phone: (800) 890-9670Email: service@moneyletter.comFacebook: https://www.facebook.com/profile.php?id=100063471065727 Instagram: https://www.instagram.com/moneyletter TikTok: https://www.tiktok.com/@moneyletter YouTube: https://www.youtube.com/@MoneyLetter

May 15, 202510 min

Everything You NEED To Know About Estate Planning | May 2025 Edition

In 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 While You're Living(6:33) Real Life Example Of Needing An Estate Plan(6:57) Do You Need An Estate Plan If You're Young?(7:26) The Cost of Doing Nothing(7:55) Estate Plan Action Plan(9:09) ConclusionThis information was taken from our sister company Asset Strategy's podcast: https://youtu.be/i1_fI6umvGE?si=KuzRlKlXd_tDumePCONTACT ASSET STRATEGY: https://simplecirc.com/subscribe/moneyletter-com?source=12HALFHALF PRICE OFFER FOR NEW SUBSCRIBERS ONLY: https://simplecirc.com/subscribe/moneyletter-com?source=12HALFFREE 10 Best Mutual Funds and ETFs Report: https://mailchi.mp/moneyletter/10-best-report-downloadContact MoneyLetter:Toll Free Number: 800 890 9670Email: service@moneyletter.com

April 9, 202510 min

Market Correction or Bear Market? April 2025 Edition

Welcome 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 rates• Financial Wellness Focus: Why an Emergency Savings Account is your first line of defense💡 Bonus: If you’re not a subscriber yet, now’s the time! Get a full year of MoneyLetter for half price—just $64.50. Visit www.moneyletter.com or call 800-890-9670 to get started.👉 Got questions or suggestions? Email us at: service@moneyletter.com

February 18, 202523 min

How To Build An Investment Portfolio in 2025

Do 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

January 15, 202525 min

How To Build A Financial Plan To Grow Your Wealth! | January 2025 Edition

Welcome 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 Should You Put Your Savings? (6:27) What Type of Volatility Should You Expect In A Savings Account? (8:42) What's Important About Protection? (11:15) How You Can Be Protected From Taxes (13:21) How Important Is Insurance (17:25) How Is Income Part Of Your Financial Plan (19:30) What's Important About Growth? (21:20) How To Determine Your Financial Goals (24:31) Wrap-Up SUBSCRIBE TO OUR PUBLICATION: https://www.moneyletter.com/subscribe/ Join our FREE Weekly Email Campaign: https://www.moneyletter.com/friends/ Call Us Toll Free: (800) 890-9670

December 17, 202412 min

December 2024 Edition

Welcome 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! SUBSCRIBE TO OUR PUBLICATION: https://www.moneyletter.com/subscribe/ Join our FREE Weekly Email Campaign: https://www.moneyletter.com/friends/

November 7, 202426 min

November 2024 Edition

Welcome 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 (1:01) Episode Start (5:17) What Should Retirees Be Thinking About (6:50) Differences between a Roth IRA and Traditional IRA (8:15) IRA Contribution Example (9:56) What is a Backdoor Roth Conversion? (11:05) What are the 2024 401(k) limits and what the pre and post tax options are (13:30) What is IRMAA and how to deduct taxes from it (16:17) How to do a partial conversion (17:55) What are the seven tax brackets? (2024) (20:10) SECURE 2.0 Act Changes (21:10) The Estate Tax (23:10) Qualified Charitable Distributions (24:50) Wrap Up Check Us Out! ⬇️ ⁠⁠⁠⁠⁠https://linktr.ee/moneyletter ⁠

October 1, 202411 min

October 2024 Edition

Welcome 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 Check Us Out! ⬇️ ⁠⁠⁠⁠https://linktr.ee/moneyletter

September 4, 202411 min

September 2024 Edition

Welcome 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. Check Us Out! ⬇️ ⁠⁠⁠⁠https://linktr.ee/moneyletter

August 6, 202410 min

August 2024 Edition

Welcome 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 Check Us Out! ⬇️ ⁠⁠⁠https://linktr.ee/moneyletter