Resources

Everything you need to get the most out of your MoneyLetter subscription

Take Advantage of All That MoneyLetter Offers

MoneyLetter Fund List

See a list of all of the funds and tickers tracked by our portfolio and regularly profiled via our MoneyLetter publication.
 

Performance Results

See MoneyLetter’s historical performance since 1980. Our results are measured against the US stock market and the asset allocation fund average.

Customer Service

There’s a lot more to your subscription than just your newsletter. Learn about how we are committed to helping you get the most out of your subscription.

Join MoneyLetter Friends

Free tools and market updates for the
Do-It-Yourself investor looking to grow their understanding & experience.

Mailing Schedule

Still receiving your newsletter by mail? Learn more about our publishing and mailing schedule so you can know when you can expect to receive MoneyLetter

Professional Advisors

Subscribers have access to the MoneyLetter Managed Account Program at Asset Strategy Advisors.

What’s Included In My MoneyLetter Subscription?

Your MoneyLetter subscription offers various tools, insights, and a plethora of data. Learn more about what you can expect to recieve below.

 

MoneyLetter

MoneyLetter: The Flagship Publication

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

The MoneyLetter Hotline

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

MoneyLetter Models

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

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Fund Scorecards

Including “Buy,” “Hold,” and “Sell” advice for more than 350 top-rated funds and ETFs. Separate lists with rankings for domestic stock, international stock, specialty and bond funds.

Fidelity & Vanguard Models

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

Fund Profiles

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

MoneyLetter Plus
(Separate Subscription Required) 

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MoneyLetter Plus: The Perfect Companion

Our weekly statistical newsletter with information on all 850+ funds in the database. ML Plus “fills in the gaps” between MoneyLetter issues.

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MoneyLetter Plus Models

The only place you can find our model portfolios exclusively designed for ETF and T. Rowe Price investors.

Muni Bond Funds

Weekly review of tax-free alternatives. This list is essential for investors in high tax states.

MoneyLetter Clips

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Weekly Market Minute

A short video distributed every Monday that contains current news & updates on the financial markets.

Monthly Market Update

A short video recapping financial events from the previous month.

Quarterly Market Reviews

A brief 2-3 minute video which discusses the markets during the prior quarter and a summary of historical performance for the major asset classes and passive indices.

MoneyLetter Tools

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MyRisk Assessment Tool

MyRisk helps you determine your risk tolerance and compare it to your portfolio’s risk. MyRisk helps you “align” your investment portfolios with yours personal Risk Tolerance.

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MyShare Retirement Tool

MyShare is a solution that is turning American workers’ spending into automatic retirement and college savings. It enables you to earn cash-back toward your 401(k) or 403(b) plan while shopping online or locally and receiving up to 30% cash-back.

MyWealth HQ

MyWealthHQ is a financial planning-led digital advice platform. It’s an all-in-one digital financial resource. This easy-to-use resource can help you get financially organized and working toward your goals.

Ready to Take Your Investment Strategy Up a Notch?

At MoneyLetter, our goal is to provide you with the information and resources you need to build a successful investment strategy and diversified portfolio. Get your hands on our market insights and recommendations and take your investment strategy to the next level. 

Join MoneyLetter Friends to receive free tools and market updates for the Do-It-Yourself investor looking to increase understanding & experience.