- Advisor Insights: Estate Planning: The Sandwich Generation
- Market Update: LPL Client Letter, May 2025
- Featured Article: Wealth, Family & Legacy: 7 Considerations
Note: Our offices will be closed in observance of Memorial Day on Monday, May 26th and the U.S. financial markets will also be closed. We wish you the best in remembering loved ones who have served our country with honor, bravery and commitment.
As well, we invite you to stay connected with Moneco on Facebook, Linkedin, or X. There, you’ll find pertinent articles, financial planning resources and updates regarding the team and community.
Lastly, if you are in the Fairfield area (or have friends and family nearby who would like to join in), consider attending our Annual Shredding Event on June 7th and our 7th Annual Fairfield Police Sunset 5k event on July 16th! Learn more here.
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Balancing care for aging parents/elders and supporting your own children/others can be overwhelming—especially when it comes to estate planning.
This article outlines three practical steps to help you navigate these responsibilities: starting important conversations with your parents, locating key legal documents in advance, and understanding the basics of their estate plan. Taking proactive steps today can help reduce stress and support clearer decision-making down the line.
👉 Read the full article here and click our video below from our Managing Partner Derrek Metz CRPC®, for thoughtful guidance on managing estate planning across generations:
The latest LPL client letter highlights the market’s recent rebound and the key factors contributing to it, including ongoing trade discussions, resilient economic data, and strong corporate earnings. While uncertainty remains, the message underscores the importance of long-term perspective during periods of volatility. It also touches on a major leadership transition at Berkshire Hathaway, as Warren Buffett prepares to step down as CEO later this year.
👉 Read the full update here to stay informed on recent market developments and the broader economic picture: LPL Client Letter May 2025
Wealth, Family and Legacy – 7 Considerations
Individuals who are supporting both aging parents/elders and children face unique financial and estate planning challenges.
This guide highlights seven key considerations to help provide a framework for managing wealth effectively and approaching future transitions thoughtfully.
👉 Explore the full article here: Wealth Family and Legacy: 7 Considerations
Please reach out with any questions or to schedule an appointment. Thank you!
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.
CRPC® conferred by the College for Financial Planning.