Moneco Advisors

Weekly Wealth of Knowledge – Week of 6/17/24

The Weekly Wealth of Knowledge is your download of this week’s most important topics related to our community, financial planning, the markets and more!  We are continuing with June “Safety” month at Moneco Advisors. All month long we will be providing content surrounding some topics you should be aware of and the steps you need to be taking to protect you, your families, your home, and other assets.

In this issue:

  • Moneco Insights – Protecting Your Sanctuary (3 min read)
  • Moneco New Canaan – Hope In Motion (2 min read)
  • FED Keeps Rates Steady (3 min read)
  • BONUS: 6th Annual Fairfield Police Sunset 5k – Presented by Moneco Advisors

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Moneco Insights – Protecting Your Sanctuary

As we continue with the theme of “safety” all month long, this week our Insights team looks at the different ways you can protect your home from hazards, as well as the different types of insurance available. Often your home is one of your most valuable assets and should be protected as such. Depending on your situation, asset level and stage of life, you will want to ensure that you have the right coverages in place. If you have questions, we can help.

Learn More

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Hope In Motion

At Moneco Advisors we are constantly striving to give back to the communities that we are fortunate to live and work in. This week we spotlight some of the members working out of our New Canaan office. Derrek Metz, Todd Schroeder and Doug MacLean (pictured below), participated in the annual Beer Yoga event in Stamford earlier in the month. This popular event combines a healthy activity while enjoying your favorite libation. Moneco New Canaan was also one of the sponsors for this hyper local event. Beer Yoga for Hope in Motion raises funds to benefit the Bennett Cancer Center which is affiliated with Stamford Hospital. Funds are used to sustain services at no cost to patients like transportation to treatments, lunches for patients in chemotherapy, grants for non-medical expenses, exercise classes, Reiki sessions and more. Way to go team!

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FED Keeps Rates Steady

Learn More

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6th Annual Fairfield Police Sunset 5k – Presented by Moneco Advisors

The 6th Annual Fairfield Police Sunset 5K – Presented by Moneco Advisors is set for July 17th. All proceeds will be donated to the Fairfield Police Union Scholarship Fund & the Fairfield Police Foundation. You can run (3.1 mile) or walk (1 mile) course. We were able to increase the number of participants to 1000 this year and do expect to sell out, so don’t delay, sign up today for Fairfield’s most memorable night of the summer! Sponsorship opportunities available via the registration link as well.

Click to Register Today!

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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. 

References to markets, asset classes, and sectors are generally regarding the corresponding market index. Indexes are unmanaged statistical composites and cannot be invested into directly. Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges. All performance referenced is historical and is no guarantee of future results.

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. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Indexes are unmanaged statistical composites and cannot be invested into directly. Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges. All performance referenced is historical and is no guarantee of future results. Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services. All index data from FactSet. The Standard & Poor’s 500 Index (S&P500) is a capitalization-weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries. All information is believed to be from reliable sources; however, LPL Financial makes no representation as to its completeness or accuracy.