Broker Check

Free Subscription

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:

  • 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
  • Direct Mutual Fund and Annuity Advisor Model Portfolios Updated Quarterly on our website (password protected - Call your Nelson Advisor): Models based on risk objectives, for mutual funds and variable annuity contracts available through Nelson Securities  
  • Financial Insights: Articles, investment strategies, and more from our Trusted Partners to help maximize long-term investment planning

Check out our last 5 issues

Fall 2021  Despite rough September ending Q3, stocks poised for strong year; The Big Picture: Think all the best stocks are in the U.S.? Thing again; Financial Insights; Market Data ending Q3

Summer 2021  US stocks led global markets in Q2 to close First Half in double-digits; The Big Picture: The Strength of Diversification; Financial Insights; Market Data ending Q2

Spring 2021 Welcome to the NEW WAA! Reopening optimism drives US stocks to all-time highs; The Big Picture: The case for International Diversification; Financial Insights; Market Data ending Q1

Winter 2021 Vaccine news sparks Q4 market surge; year of transitions lay ahead; 2021 Retirement Contribution Limits; Quarterly Annuity Advisor and Direct Fund Allocations

Fall 2020  Stocks post solid gains in Q3 as recovery continues amid COVID-19 challenges; The importance of rebalancing; Investing in Election Years; Quarterly Annuity Advisor and Direct Fund Allocations

Simply fill out the form below and hit Submit and we’ll get your Free Subscription to the eWAA started. We will deliver the eWAA right to your e-mail inbox each month in an easy to download format! Adobe Acrobat Reader 5.0 or higher is required to open and view the eWAA.

Free Subscription Enrollment 

Thank you! Oops!