The new year brings fresh perspective—an opportunity to consider what’s working well, to celebrate progress, and to thoughtfully consider the goals you’d like to prioritize throughout the months ahead.
Whether you’re revisiting your financial goals, thinking through upcoming life changes, or have questions related to financial planning, taxes, charitable giving, etc., we’re always happy to connect and continue the conversation.
In this January 2026 Wealth of Knowledge newsletter, you’ll find insights and resources including our:
- Advisor Insights Blog: New Year, New Beginnings – Assessing Financial Goals
- Market Pulse: Looking Ahead With Perspective, January 2026
- Featured Resources: The Launch of Moneco Tax Services & Our 2026 Financial Wellness Webinars
If any of these topics spark questions (or any other topics that have been on your mind), please don’t hesitate to reach out. We also encourage you to share this newsletter with others who may find it valuable.
You can stay connected with Moneco through our social media communities, where we regularly share timely articles, insights, and financial planning resources.
Hope to see you soon!
New Year, New Beginnings: Reassessing your financial goals in 2026
January often inspires reflection on the year ahead and renewed motivation to improve personal finances. While saving more money is a common goal, making meaningful progress starts with understanding what you’re saving for and when those needs will arise.
Many people are working toward multiple financial goals at once, such as home renovations, education expenses, major life transitions, and retirement, all of which require different timelines and levels of risk.
Balancing these priorities can be challenging, especially as life circumstances change unexpectedly. Shifts in income, family needs, or available resources may require adjusting how and where money is saved.
Regularly reviewing goals, savings strategies, and risk exposure helps ensure financial decisions remain aligned with both short- and long-term priorities. By staying flexible and intentional, individuals can create a financial plan that evolves with them and supports their goals through every stage of life.
Click here for Stephanie Van Albert’s Advisor Insights on New Beginnings.
Looking Ahead With Perspective
How should investors think about risk, opportunity, and perspective in 2026?
As 2026 presses on, investors are reflecting on a year marked by rapid change and surprising resilience. Markets in 2025 experienced sharp swings, from inflation optimism and AI-driven enthusiasm to tariff concerns and a swift recovery, highlighting how quickly conditions can shift.
While all-time highs and market pullbacks often trigger anxiety, history shows both are normal parts of long-term investing.
Predictions for the year ahead vary widely, with optimism around innovation balanced against concerns about valuations and market concentration. Rather than reacting to headlines, our article below emphasizes the importance of perspective and aligning investments with personal goals and timelines.
Staying disciplined, managing risk thoughtfully, and avoiding emotional decisions—especially during periods of volatility—remain key themes as investors look ahead to 2026.
Your Moneco Community Updates
Join our 2026 Moneco Financial Wellness Webinar Series
Webinar #1: Decoding the U.S. Debt Situation
Participate in an insightful presentation on Thursday, January 22 at Noon with Moneco Partner, Jason Hyde and team.
Please RSVP by clicking here to obtain the meeting link..
Webinar #2: Tax Planning Fundamentals For 2026
Join us Wednesday, January 28th at 1:00 pm with Moneco Partner and CFP®, T.J. Hickey and Johnny Wells, EA.
Please RSVP by clicking here to obtain the meeting link.
Learn about more upcoming Moneco events and informative presentations here.
In Other Moneco News…
One Team. One Plan. Now, with Tax: We’re excited to share an important update that enhances how we serve you.
Moneco Advisors has completed its merger with Lichtenstein Financial/Lichtenstein Tax Consultants in Glastonbury, CT. This brings tax consulting/planning, tax preparation, and accounting services directly into the Moneco family, through the launch of Moneco Tax Services.
What does this mean for you? It means your wealth management and tax strategy can now be closely coordinated through one connected team. While Moneco Tax operates as a dedicated tax practice, our Moneco Advisors wealth management clients can benefit from direct access to Moneco Tax acumen and experience. This can help align planning decisions today with future tax outcomes.
What remains the same:
- Same trusted advisors and service teams
- Same office locations
- Same commitment to long-term relationships
What’s new:
Deeper collaboration, enhanced planning capabilities, and expanded tax expertise, intentionally built to help ensure a seamless client experience. As Moneco continues to grow, our focus remains unchanged: delivering thoughtful, coordinated advice across every part of your financial life.
Visit us at: www.monecotax.com
Moneco Advisors – Important Disclosures
This material is for general information only and is not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change. Moneco Advisors, LLC and LPL Financial are not affiliated with any other referenced entity.
This commentary reflects the personal opinions, viewpoints and analyses of the Moneco Advisors employees providing such comments, and should not be regarded as a description of advisory services by Moneco Advisors or performance returns of any Moneco Advisors client. The views reflected in the commentary are subject to change at any time without notice. Nothing in this commentary constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Moneco Advisors manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.