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Sign up today for a Free Subscription to our Quarterly Investment Newsletter, the Wealth Asset Advisor in Adobe Acrobat PDF format (eWAA). The Wealth Asset Advisor Newsletter is an insightful and comprehensive quarterly investment newsletter designed for investors trying to stay abreast of today’s complex financial markets and seeking to maximize their returns.

The Wealth Asset Advisor 

Each monthly issue contains:

  • Mutual Fund Center- The headquarters for mutual fund investors
  • Model Portfolios, based on risk objectives, that change as market conditions warrant
  • Recommended Mutual Funds with performance statistics
  • Market Commentary in an informative and easy-to-understand format
  • Market Wrap: Quarterly charts and statistics on domestic and foreign markets to help you keep up to date on the pulse of the market
  • Annuity Advisor Quarterly: Model Portfolios, based on risk objectives, for variable annuity contracts available through Nelson Securities  
  • Articles, investment strategies, and more to help maximize long-term investment planning

Check out our last 5 issues:

Spring 2019  Fed Pivot sparks best start for stocks since 1998; Sequence of Returns Matter in Retirement; Quarterly Annuity Advisor and Direct Fund Allocations

Winter 2019  Fed flip-flops disrupt global financial markets in Q4 creating value; Special January Update; Top 5 Strategies for 2019; The Dangers of Timing the Market; Quarterly Annuity Advisor and Direct Fund Allocations

Fall 2018 Strong Q3 and record Bull Market Run set stage for October and year-end; Asset Allocation key to dealing with volatility; It pays to think long-term during volatility; Special October Update; Quarterly Annuity Advisor and Direct Fund Allocations

Summer 2018 Welcome to the Brand New WAA! Check it out Now! Earnings and economy drive market recovery in Q2; Nelson Securities launches New Website; Quarterly Annuity Advisor and Direct Fund Allocations

Spring 2018 Volatility returns to the market but outlook remains bright; Tax Bill rekindles Roth IRA benefits; Quarterly Annuity Advisor and Direct Fund Allocations



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