May is Small Business Month! In this edition of the Wealth of Knowledge newsletter, we’re focusing on financial insights and strategies tailored to small business owners and entrepreneurs. From planning for growth to navigating the connection between personal and business finances, this issue highlights key considerations to help support long-term success.
This month’s newsletter highlights include:
- Advisor Insights Blog: What Every Small Business Owner Should Think About When It Comes to Their Financial Plan
- Market Commentary: The Dispatch: Monthly Market Update
- Featured Content: Webinar Replay Financial Strategies for the Small Business Owner
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 may benefit from these insights.
Financial Tips for Small Business Owners
What Every Small Business Owner Should Think About When it Comes to Their Financial Plan
Running a small business means your personal and business finances are often closely connected, making a clear financial plan especially important. A thoughtful plan can help guide day-to-day decisions while keeping long-term goals and unexpected situations in mind.
From retirement savings and taxes to insurance and future business planning, each piece plays a role in building stability and reducing uncertainty. At its core, financial planning is about making sure all aspects of your financial life work together to support both your business today and your future over time.
Click for Jason Hyde’s Insights Blog.
The Dispatch: Monthly Market Update
Staying Focused Through a Shifting Market Environment
Markets in 2026 have continued to move through a mix of steady economic growth, easing inflation and changing interest rate dynamics, all while equity markets have generally held firm. Strong corporate earnings and continued momentum in technology have helped support performance, even as rising bond yields have introduced periods of volatility.
While short-term headlines can feel disruptive, the broader picture continues to reflect the importance of staying grounded in a long-term investment approach.
Click below to read our Monthly Market Update for insights and analysis.
The Dispatch: Monthly Market Update
Featured Content
Don’t miss out on the latest topic of our 2026 Financial Wellness Series: Built to Last: Financial Strategies for the Small Business Owner with Salim Boutagy, CFP®.
In case you missed it live, this informative session covers topics including tax-efficient planning, retirement strategies, cash flow management, and succession planning to help support both your business and personal financial goals. Whether you are currently running a business or considering starting one, the replay offers practical insights and actionable takeaways for every stage of the journey.
Moneco Community
Our Annual Shredding Day is back!
Please join us for the 2026 Shredding Event & Save-A-Suit Veterans Clothing Donation Drive on Saturday, June 6th from 10:00am-1:00pm at our 2150 Post Rd office, lower parking lot in Fairfield.
Stop by to securely dispose of sensitive documents while also supporting local veterans through the Save-A-Suit clothing donation drive. Register below via email (or just show up!) It’s a simple way to make a positive impact in the community while checking a few things off your to-do list.
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.