In this issue:
- Moneco Insights – Achieving Financial Independence (3 min read)
- Team Moneco – Mid Year Meeting (2 min read)
- Inflation Eases In May (3 min read)
- BONUS: 6th Annual Fairfield Police Sunset 5k – Presented by Moneco Advisors
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Moneco Insights – Achieving Financial Independence
Saving to have sufficient funds to live financially independent is a lifelong goal of many. Being able to pursue one’s passions without financial constraints is at the core of the financial planning process. This week our Insights team looks at the steps you can take now to ensure that this vision can eventually become a reality. As always, if you have any questions, we are here for you.
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Team Moneco – Mid-Year Meeting
Last week Moneco held its mid-year meeting to bring the entire team, from all locations, together for an update. Topics included compliance, market outlook and the introduction of new and improved client service initiatives, as well as a keynote presentation by Decker Communications. The keynote focused on overall communications both internally and externally and how to improve them. This included break out sessions amongst the team where we executed roll plays and received constructive feedback from our peers. At Moneco we are constantly striving to improve the service we provide clients and these offsite meetings are integral to achieving this goal to better serve you.
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Inflation Eases In May
Last week the Fed’s preferred inflation gauge was released by the Bureau of Labor Statistics. The data showed that prices increased at the slowest pace since March of 2021, in yet another sign that the interest rate hikes to cool the economy are having an impact. As always, if you have questions, we are here for you.
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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.
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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.