July is all about charitable giving and making a meaningful impact at Moneco Advisors. In this edition of the Wealth of Knowledge newsletter, we’re focusing on thoughtful giving strategies, supporting the causes that matter most, and making the most of your charitable contributions.
This month’s newsletter highlights include:
- Advisor Insights: How to Choose the Right Charitable Giving Strategy
- Market Commentary: Q2 2026 Market Outlook
- Featured Content: Giving Back in our Community
If any of these topics raise questions or spark a conversation, we welcome you to connect with our team. And as always, feel free to share this newsletter with anyone who many benefit from these insights.
Making and Impact: How to Choose the Right Charitable Giving Strategy
When people think about charitable giving, they often focus on the organizations and causes they want to support. While the impact of giving is the most important considerations, the strategy behind how you give can also play an important role in a comprehensive financial plan.
From donating appreciated securities to utilizing strategies such as Donor Advised Funds and Qualified Charitable distributions, there are a variety of approaches that may help individuals align their charitable goals with their broader financial objectives.
At its core, charitable planning is about more than making a contribution, it is about creating a thoughtful strategy that reflects your values, considers your financial situation, and helps maximize the impact of your generosity.
Click here for Colleen Galushko’s Insights Blog.
Q2 2026 Market Outlook: The Great Rotation
The second quarter of 2026 brought several notable developments across the markets, highlighting how quickly the investment landscape can evolve. As the year continues, staying informed about these changes is an important part of making thoughtful financial decisions.
In our Q2 Market Outlook, we explore the key trends shaping today’s market environment, what investors should be paying attention to, and what may lie ahead in the months to come.
Click here to read the full market outlook for additional insights and analysis.
Giving Back in Our Community
At Moneco Advisors, we’re proud to support events and initiatives that bring our community together.
This month, we were honored to sponsor the Fairfield Police Sunset 5K, an event that brought together nearly 600 runners in support of the Fairfield Police Foundation. Despite unprecedented smoky conditions caused by the Canadian wildfires, the community showed up in full force, making the evening a tremendous success. We were grateful to be part of such a well-supported event and to see so many familiar faces come together for a great cause.
Alongside the race, we also wrapped up our Sock It to Summer donation drive. Thanks to the incredible generosity of our clients, colleagues, and community partners, we collected 1,112 pairs of socks to benefit those in need throughout our local community. Every donation helps make a difference, and we’re thankful to everyone who contributed to the success of this year’s drive.
Take a look at some highlights from the event below!
Webinar Replay: Making AI Work For You
Missed our latest webinar?
You can now watch the replay of “Making AI Work for You” presented by Charlie Rocco.
In this session, Charlie explores practical ways to use artificial intelligence to improve everyday productivity, streamline common tasks, and work more efficiently. He also shares important tips for recognizing AI-related scams and using these tools safely and responsibly.
Watch the full recording below on our YouTube channel.
Important Disclosures
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.