About Us
MoneyLetter is an Award-winning newsletter
with analysis and recommendations from a team
of mutual fund & ETF experts.
Our History
Over the last 40+ years, MoneyLetter has received recognition and numerous awards for outstanding publishing content and financial insights. In challenging economic times and during particularly strong markets, MoneyLetter has proven itself as a reputable source of financial news and analysis. Learn more about our history and performance through the years below:
- September 9, 2020
MoneyLetter welcomes it’s new publisher: Asset Strategy Innovation Group
MoneyLetter welcomes it’s new publisher: Asset Strategy Innovation Group
September 9, 2020 - January 1, 2019
MoneyLetter celebrates its 40th year
MoneyLetter celebrates its 40th year
January 1, 2019 - September 1, 2011
MoneyLetter is named to the 2011 Hulbert Digest Honor Roll
MoneyLetter is named to the 2011 Hulbert Digest Honor Roll
September 1, 2011 - October 31, 2004
Post-bear market performance for 2003 is announced, MoneyLetter Venturesome model beats market by 17%
Post-bear market performance for 2003 is announced, MoneyLetter Venturesome model beats market by 17%
October 31, 2004 - April 1, 2000
MoneyLetter is named to the Forbes Honor Roll (as calculated by the Hulbert Financial Digest) for its performance
MoneyLetter is named to the Forbes Honor Roll (as calculated by the Hulbert Financial Digest) for its performance
April 1, 2000 - December 31, 1999
MoneyLetter’s Conservative model portfolio posts its 13th consecutive year without a loss
MoneyLetter’s Conservative model portfolio posts its 13th consecutive year without a loss
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- October 15, 1997
Moneyletter+ is first published as an extra resource for subscribers
Moneyletter+ is first published as an extra resource for subscribers
October 15, 1997 - May 30, 1986
MoneyLetter named “Best Financial Advisory” newsletter by the Newsletter Association (now Specialized Information Publishers’ Association).
MoneyLetter named “Best Financial Advisory” newsletter by the Newsletter Association (now Specialized Information Publishers’ Association).
May 30, 1986 - January 14, 1980
Donoghue’s MoneyLetter launched by nationally-known financial author William E. Donoghue
Donoghue’s MoneyLetter launched by nationally-known financial author William E. Donoghue
January 14, 1980
Loved By Readers and Analysts Alike
MoneyLetter has received multiple awards and garnered industry attention for the strength of our publishing content and financial insights
Our Advisory Team and Contributing Editors
MoneyLetter is produced and published with the help of an exceptional advisory team made up of finance professionals from various backgrounds
Brian W. Kelly
Publisher
Brian has enjoyed a long career in newsletter publishing and has maintained involvement with MONEYLETTER continuously since 1984.
As Vice President and Product Manager for IBC/Donoghue Inc. and IBC USA (Publications) Inc., Brian was responsible for all aspects of the MONEYLETTER group of products including planning, marketing, editorial, and public relations.
He joined our team as Publisher in 1998. Brian holds a Bachelor of Arts degree from the College of the Holy Cross.
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, and is currently President of PRI Financial Advisors, Inc. Bruce received his MBA from Boston University and is a graduate of Middlebury College.
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.
Veronica Martins
Editorial Assistant
Veronica Martins is a MoneyLetter’s Editorial Assistant specializing in filmmaking, video production, editing, and social media. She is a graduate of Boston College with a B.A. in Communications and a concentration in Film. Her goal is to produce successful branding campaigns that create and nurture emotional connections with clients.
Conor Moran
Circulation Assistant
Conor is MoneyLetter’s Circulation Assistant specializing in creative design and digital marketing. He is a graduate of Merrimack College with a double major in Marketing and Management. His major goal is to promote and drive brand image to the highest potential and create successful marketing campaigns.
John Gentry CFP®, AIF®, CEBS®
Contributor
John D. Gentry,CFP®, AIF®, CEBS®, is our Director of Retirement. John applies his 25+ years of experience to help plan sponsors and participants create the retirement program of their dreams. John can rejuvenate your retirement plan by renegotiating vendor services & fees, updating your investment menu, and evaluating your plan’s design. John only works in a fiduciary capacity with clients, either as a 3(21) or 3(38) ERISA fiduciary. He holds a B.S. in Finance from The University of Connecticut.
Johannes Ernharth AIFA®
Contributor
Johannes Ernharth AIFA® is an Accredited Investment Fiduciary Analyst™ from the Center for Fiduciary Studies. He has over 25-years of experience advising business owners, high-net-worth individuals, and family offices. His focus includes investment planning, tax-efficient strategies like 1031 exchanges and qualified opportunity zones. He’s versed in the fiduciary applications of blockchain and cryptocurrency and offers an alternative analysis of markets and economies. Prior to ASA, Johannes spent a decade with BNY Mellon Wealth Management after being a Co-Director of a regional Registered Investment Advisor and Qualified Plan Administration TPA firm. He is a graduate of Middlebury College, VT.
Rochelle Gouger MSA, CPA
Contributor
Rochelle M. Gouger, MSA, CPA, brings over 20 years of experience in public accounting and auditing. She is also skilled in risk management, fiscal policy, regulation compliance, and more. She has a M.S. in Accountancy from Bentley University and received her B.S. in Business Administration and Finance from San Diego State University.
Russell Swinton
Investment Consultant
Russell is a Financial Consultant whose focus at the firm is to provide comprehensive financial planning to Asset Strategy’s private wealth clientele as well as participants within retirement programs. As a fiduciary, Russell consults on asset allocation and investment strategies, while helping develop an overall financial plan. Russell is currently pursuing his CFP® designation and is a graduate of Eckerd College with a BS in Physics.
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