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:

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  • 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

    December 31, 1999

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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

See What Our Readers Have To Say

“Excellent. After trying them all, I’ve settled on one – your MoneyLetter is excellent. You don’t play both sides of the fence. You state your positions. The format is clear, simple, and direct.”

– L.K., Mineral City, OH

See What Our Readers Have To Say

“Tapping into MoneyLetter’s research is like having your own personal pipeline into a fund manager’s office!”  

– Frank Capiello, Capiello-Rushmore Funds

See What Our Readers Have To Say

“MoneyLetter is my main source of mutual fund advice. I try to digest every word. And without question, I have made more money by subscribing than I would have otherwise.”

– N.F., NM

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“Your method of picking top funds is superb, and your advice on when to buy and when to sell helps me sleep better. Your Hotline also helps.”

– L.W., Palm Bay, FL

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“I’m a big fan of your newsletter, and you probably don’t receive enough thank you’s. I’ve learned a lot about investing over the past couple of years from subscribing, and I’ve picked some very good funds from your Venturesome model … To sum it all up, I’ve gone from poor post-2008 returns to making more money in my investments last year than salary (that is HUGE). Thanks again for what you’re doing. It’s really helping amateur investors like me.”

– B.R., Lexington, KY

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“Thank you for your web site. I travel a lot and this is the best way to get MoneyLetter when I’m on the road. The newsletter downloads easily and keeps me up to date. Keep up the good work.”

– M.M., Boynton Beach, FL

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

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

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®

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.

Rochelle Gouger

Rochelle Gouger

Business Development

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.

Tyrone Rose

Tyrone Rose

Communications Manager

Tyrone Rose Jr. is a Director of Communications specializing in graphic design, photography, and video production. His focus is to communicate the resources and services available to prospective clients through generation of digital and print advertising material. Tyrone received his B.A. in Communication Arts with a concentration in Integrated Visual Media from Framingham State University.

John Gentry

John Gentry

Contributor

John D. Gentry, CFP®, AIF®, 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.

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