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The MoneyLetter Newsletter

The MoneyLetter Newsletter

For Intermediate and Advanced Investors
  • Easy-to-Understand Market Commentary Every Month
  • Strategies for Conservative, Moderate, and Venturesome Investors
  • “Buy,” “Hold,” and “Sell” Recommendations for Every Fund
  • Proven Results Since 1987
  • “Hotline” included
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47

Years of Trusted Guidance

850 +

Top Funds and ETFs
Selected From More Than 10,000

9

Model Strategies

What is MoneyLetter?

MoneyLetter is one of the most respected financial newsletters for mutual fund & Exchange Traded Fund (ETF) investors. For 47 years, we have provided timely information to help you make smarter investment decisions.

As a top-performing investment newsletter, in both digital and print editions, we provide regular alerts, portfolio allocation recommendations, timely manager insights, industry news, and economic updates. Keep informed on funds to buy, hold, or sell in your portfolio, on an objective basis, in an easy-to-follow format.

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Timely News and Information

Up-to-date industry news, market analysis, and trend information to ensure your investment strategy keeps pace with the evolving market.

Proven Track Record

MoneyLetter has been providing thorough market analysis and sound investment advice for over 45 years.

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Objective Insights

Our experienced team of contributing professionals provide a disciplined process founded in academic rigor and advanced risk mitigation procedures to help you build your portfolio.

U.S. Market Snapshot

 
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For informational purposes only and not investment advice.

The MoneyLetter Team

MoneyLetter_Brian Kelly_Team

Brian Kelly

Publisher

Brian has enjoyed a long career in newsletter publishing and has maintained involvement with MoneyLetter continuously since 1984. Brian is responsible for all aspects of the MoneyLetter group of products, including planning, marketing, editorial, and public relations. He became Publisher in 1998. Brian is a graduate of the College of the Holy Cross.

MoneyLetter_Bruce Hardy_Team

Bruce W. Hardy

Investment Consultant

Bruce is a former mutual fund portfolio manager and has been developing financial products for both institutional and individual investors for more than 30 years. He has held key management positions with W.E. Donoghue & Co., David L. Babson & Co., and BankBoston. He is currently the Director of Private Asset Management at Asset Strategy. Bruce received his MBA from Boston University and is a graduate of Middlebury College.

MoneyLetter_Rosario Salamone_Team

Rosario Salamone, MAFM, CIMA®

Contributing Editor

Rosario “Sal” Salamone is a Certified Investment Management Analyst® (CIMA®) specializing in macro and micro economics research, fund and manager analysis, and portfolio management. Sal is a graduate of Fitchburg State University with a Bachelor of Science in Communications and Master of Accounting & Financial Management from the Keller Graduate School of Management of DeVry University. Education provider for the CIMA® designation was the Yale School of Management.

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Who We Are

We are an award-winning mutual fund newsletter with analysis and recommendations from a team of mutual fund & ETF experts.

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Our Mission

We provide you with the information and resources to build a successful investment strategy and diversified portfolio. We deliver timely market analysis, asset allocation guidance, and Mutual Fund/ETF recommendations for individual investors to take your investing to the next level. Our goal is to provide valuable and relevant information to help you make smarter investment decisions.

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Combining Investing & Education Since 1980

Over the last 47 years, we have received recognition and numerous awards for outstanding publishing content and financial insights. In challenging economic times and during particularly strong markets, our mutual fund and ETF newsletter, has proven itself as a reputable source of financial news and analysis.

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What’s In My MoneyLetter Subscription?

Your MoneyLetter subscription offers various tools, insights, and a plethora of data.

The MoneyLetter Flagship Publication

One of America’s most established financial newsletters for mutual fund & Exchange Traded Fund (ETF) investors. The newsletter provides asset allocation and fund recommendations for individual investors every month.

MoneyLetter Models

Model portfolios – our best advice – for Conservative, Moderate, and Venturesome investors. Each model includes a complete performance review in every issue.

Fidelity & Vanguard Models

Advice for all three risk levels for investors who prefer Fidelity or Vanguard funds.

Fund Scorecards

Including “Buy,” “Hold,” and “Sell” recommendations for more than 850 top-rated funds and ETFs. Separate lists with rankings for domestic stock, international stock, specialty, and bond funds.

Fund Profiles

An inside look into the portfolio management and keys to performance of our top recommendations.

The MoneyLetter Hotline

Weekly email update with specific advice for the MoneyLetter model portfolios.

The Story

1980
Jan. 14
Donoghue’s MoneyLetter launched by nationally-known financial author William E. Donoghue.
1986
May 30
MoneyLetter named “Best Financial Advisory” newsletter by the Newsletter Association (now Specialized Information Publishers’ Association).
1997
Oct. 15
Moneyletter+ is first published as an extra resource for subscribers.
1999
Dec. 31
MoneyLetter’s Conservative model portfolio posts its 13th consecutive year without a loss.
2000
Jan. 14
MoneyLetter celebrated its 20th anniversary.
2000
Apr. 1
MoneyLetter is named to the Forbes Honor Roll (as calculated by the Hulbert Financial Digest) for its performance.
2004
Oct. 31
Post-bear market performance for 2003 is announced, MoneyLetter Venturesome model beats market by 17%.
2011
Sep. 1
MoneyLetter is named to the 2011 Hulbert Digest Honor Roll.
2020
Jan. 14
MoneyLetter celebrated its 40th anniversary.
2020
Sep. 9
MoneyLetter welcomes its new publisher: Asset Strategy Innovation Group (ASIG). www.assetstrategy.com
2025
Jan. 14
MoneyLetter celebrated its 45th anniversary.