Welcome to the Moneco Advisors’ Wealth of Knowledge newsletter with key topics for you to review or share with family or friends. This month, we are focused on Safety (including cybersecurity). Read more here:
- Advisor Insights Blog: Cybersecurity In A New Era
- Market Article: Market Update – June 2025
- Safety Article: Fortifying Your Finances
If you have questions on any of these topics, please reach out.
Additionally, we invite you to stay connected with Moneco on Facebook, LinkedIn, or X. Across our social networks, you’ll find pertinent articles, financial planning resources and updates regarding the team and community.
📅 If you are near Fairfield—or have family or friends nearby—this weekend, please join us for our shredding event on June 7th between 10 am and 1 pm. Learn more by clicking here.
👉 Click below for a video recap of our Wealth of Knowledge content topics with Stephanie Van Albert, CFP®.
Cybersecurity In A New Era
Is Your Digital Life As Secure As You Think It Is? In today’s high-tech world, financial security goes beyond portfolios and planning—it includes protecting your digital footprint.
Cyber threats are evolving fast, and both individuals and families are increasingly being targeted with more personalized and sophisticated attacks. In this month’s Safety Spotlight, we explore the top cybersecurity risks of 2025 and how you can take proactive steps to safeguard your wealth, privacy, and peace of mind.
👉 Click below to view the Moneco insights video recap on cybersecurity and financial “safety”.
Sell In May & Go Away?
Defy the May Myth – What It Means for Your Portfolio Now: From major shifts in trade policy to changing interest rate expectations, see what’s driving performance—and what investors may want to watch heading into summer.
👉 Check out the market update here to stay informed on recent developments and the broader economic picture: Market Recap
Fortifying Your Finances
Are You Protecting More Than Just Your Assets? The more wealth you accumulate, the more appealing a target you become for cybercriminals.
In today’s digital-first world, protecting your finances also means protecting your identity and information. This month, we highlight some additional key cybersecurity risks facing individuals and families—and the strategies you can use to help reduce exposure and strengthen your digital defenses.
If you would like to attend a webinar on this ever evolving topic, please let us know. Thanks!
👉 Explore the full article here: Fortifying Your Finances: Cybersecurity Strategies
Important Information
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.