Wealth of Knowledge – Dollars & Sense for Businesses & Families

If you have questions on any of these topics, please reach out and feel free to share this newsletter with your family or friends.

Additionally, we invite you to stay connected with Moneco on Facebook, LinkedIn, or X. Across these social networks, you’ll find pertinent articles, financial planning resources.

👉 Click the image below for a video recap with Moneco Associate Wealth Advisor, David Plouffe CFP®, introducing our Wealth of Knowledge content topics.

OBBBA – Key Takeaways for Businesses

The newly enacted One Big Beautiful Bill Act (OBBBA) delivers sweeping tax changes for business owners. These provisions could boost cash flow, accelerate deductions, and shape entity and investment decisions for years to come—but they also come with trade-offs and planning considerations. Our team can help you interpret how the OBBBA’s updates may apply to your business, and help create a tax strategy to look at potential opportunities while managing any long-term impacts.

👉 Click the video/image below to peruse the Insights Blog article and our Moneco Partner, AJ Kelleher III’s take on the OBBBA and key takeaways for your Business.

Market Recap: A Season of Shifts

Recent weeks have brought signs of a slowing economy, ongoing trade tensions, and hints that interest rate cuts may be on the horizon. As conditions change, maintaining a long-term perspective can help navigate uncertainty without overreacting to short-term moves. Please reach out to us at Moneco with any questions regarding your plan or your portfolio, or simply to catch up on your summer, and your plans for the rest of the year. We love hearing from you!

👉 Read the LPL August 2025 Recap here: LPL Client Update – August 2025 Recap

Money Talks: Navigating Finances Together

Whether you’re managing money solo, with a partner, or for your whole family, your approach shapes your financial future.

In this month’s feature article on money, and your dollars and “sense”, we explore the essential conversations every couple should have; from setting priorities and creating a budget to deciding how much independence to maintain. At Moneco, we can help you interpret these decisions in the context of your unique situation, creating a plan that works for you—individually, as a couple, or as a family.

👉 Explore the full article here: Managing Money As A Couple

Important Disclosures: Content in this material is for educational and general information only and not intended to provide specific advice or recommendations for any individual. Moneco Advisors is a registered investment adviser. This is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Moneco Advisors and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Moneco Advisors unless a client service agreement is in place. 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 provided 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 this presentation.