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

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=12HALF [https://simplecirc.com/subscribe/moneyletter-com?source=12HALF]MoneyLetter Website: https://www.moneyletter.com/ [https://www.moneyletter.com/]Connect with MoneyLetter:Phone: (800) 890-9670Email: service@moneyletter.com [service@moneyletter.com]Facebook: https://www.facebook.com/profile.php?id=100063471065727 [https://www.facebook.com/profile.php?id=100063471065727 ]Instagram: https://www.instagram.com/moneyletter [https://www.instagram.com/moneyletter ]TikTok: https://www.tiktok.com/@moneyletter [https://www.tiktok.com/@moneyletter ]YouTube: https://www.youtube.com/@MoneyLetter [https://www.youtube.com/@MoneyLetter]

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_tDumeP [https://youtu.be/i1_fI6umvGE?si=KuzRlKlXd_tDumeP]CONTACT ASSET STRATEGY: https://simplecirc.com/subscribe/moneyletter-com?source=12HALF [https://simplecirc.com/subscribe/moneyletter-com?source=12HALF]HALF PRICE OFFER FOR NEW SUBSCRIBERS ONLY: https://simplecirc.com/subscribe/moneyletter-com?source=12HALF [https://simplecirc.com/subscribe/moneyletter-com?source=12HALF]FREE 10 Best Mutual Funds and ETFs Report: https://mailchi.mp/moneyletter/10-best-report-download [https://mailchi.mp/moneyletter/10-best-report-download]Contact MoneyLetter:Toll Free Number: 800 890 9670Email: service@moneyletter.com [service@moneyletter.com]

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 [www.moneyletter.com] or call 800-890-9670 to get started.👉 Got questions or suggestions? Email us at: service@moneyletter.com [service@moneyletter.com]

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/ [https://www.moneyletter.com/subscribe/]Join our FREE Investing Community: https://www.moneyletter.com/friends/ [https://www.moneyletter.com/friends/]Call Us Toll Free: (800) 890-9670

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/ [https://www.moneyletter.com/subscribe/] Join our FREE Weekly Email Campaign: https://www.moneyletter.com/friends/ [https://www.moneyletter.com/friends/] Call Us Toll Free: (800) 890-9670