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Tuesday, September 22, 2020

The Weekly Wealth of Knowledge is your download of this week's most important topics related to financial planning, the markets, and our community. September is back to school month at Moneco Advisors, where we discuss everything from...

Tuesday, September 15, 2020

The Weekly Wealth of Knowledge is your download of this week's most important topics related to financial planning, the markets, and our community. September is back to school month at MONECO Advisors, where we discuss everything from...

Tuesday, September 8, 2020

The Weekly Wealth of Knowledge is your download of this week's most important topics related to financial planning, the markets, and our community. September is back to school month at Moneco Advisors, where we discuss everything from...

Tuesday, August 25, 2020

The Weekly Wealth of Knowledge is your download of this week's most important topics related to financial planning, the markets, and our community. August is money month at MONECO, where we will be focusing on your cash flow, savings,...

Monday, August 17, 2020

The Weekly Wealth of Knowledge is your download of this week's most important topics related to financial planning, the markets, and our community. August is money month at MONECO, where we will be focusing on your cash flow, savings,...

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Tuesday, August 11, 2020

The Weekly Wealth of Knowledge is your download of this week's most important topics related to financial planning, the markets, and our community. August is money month at MONECO, where we will be focusing on your cash flow, savings,...

Thursday, August 6, 2020

MONECO Advisors Named to 2020 Financial Times 300 Top Registered Investment Advisors FAIRFIELD, Conn., July 30, 2020 – MONECO Advisors is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top...

Tuesday, August 4, 2020

The Weekly Wealth of Knowledge is your download of this week's most important topics related to financial planning, the markets, and our community. August is money month at MONECO, where we will be focusing on your cash flow, savings,...

Tuesday, July 28, 2020

The Weekly Wealth of Knowledge is your download of this week's most important topics related to financial planning, the markets, and our community. In this issue: How Stocks Work (2 min read) Our Financial Planning Strategy (3 minute...

Monday, July 20, 2020

The Weekly Wealth of Knowledge is your download of this week's most important topics related to financial planning, the markets, and our community. In this issue: LPL's Midyear Outlook (15 min read) The CARES Act (2 min read) How to...

Monday, July 13, 2020

The Weekly Wealth of Knowledge is your download of this week's most important topics related to financial planning, the markets, and our community. In this issue: The Future of Fixed Income (2 min read) Thriving through Market...

Monday, June 29, 2020

The Weekly Wealth of Knowledge is your download of this week's most important topics related to financial planning, the markets, and our community. In this issue: The Rule of 72 - (2 minute read) From Boats to Brokers - History of the...

Monday, June 22, 2020

The Weekly Wealth of Knowledge is your download of this week's mostimportant topics related to financial planning, the markets, and ourcommunity. In this issue: Green shoots in the road ahead (2 minute video) June is National Safety...

Tuesday, June 16, 2020

The Weekly Wealth of Knowledge is your download of this week's most important topics related to financial planning, the markets, and our community. In this issue: The debate between growth versus value investing (2 minute read) June is...

Tuesday, June 9, 2020

The Weekly Wealth of Knowledge is your download of this week's most important topics related to financial planning, the markets, and our community. In this issue: Compassion (2 minute read) June is National Safety Month - Auto...

Monday, June 1, 2020

The Weekly Wealth of Knowledge is your download of this week's most important topics related to financial planning, the markets, and our community. In this issue: Silver linings of economic disruptions - A recap (6 minute read) Types...

Tuesday, May 26, 2020

The Weekly Wealth of Knowledge is your download of this week's most important topics related to financial planning, the markets, and our community. In this issue: Silver linings of economic disruptions - Required Minimum Distributions...

Tuesday, May 19, 2020

The Weekly Wealth of Knowledge is your download of this week's most important topics related to financial planning, the markets, and our community. In this issue: Silver linings of economic disruptions - tax loss harvesting (4 minute...

Tuesday, May 12, 2020

The Weekly Wealth of Knowledge is your download of this week's most important topics related to financial planning, the markets, and our community. In this issue: Silver linings of economic disruptions - Roth IRA conversions (3 minute...

Tuesday, May 5, 2020

The weekly Wealth of Knowledge is your download of this week's most important topics related to financial planning, the markets, and our community. In this issue: Silver linings of economic disruptions - refinancing (2 minute read)...

Wednesday, April 22, 2020

“Life is 10% what happens to you and 90% how you respond to it.” — Lou Holtz, Hall of Fame football coach As the battle against the COVID-19 pandemic continues, how we respond to it will determine how we beat it....

Thursday, April 9, 2020

These are challenging times, and this week may be the toughest as we wait for COVID-19 to reach its peak in the United States. As the war against COVID-19 wages on, we continue to be inspired by the tremendous bravery shown by...

Tuesday, April 7, 2020

In Notice 2020-18, the Treasury Department and the Internal Revenue Service (IRS) announced special Federal income tax return filing and payment relief in response to the ongoing Coronavirus Disease 2019 (COVID-19) emergency. Any...

Wednesday, April 1, 2020

In response to the potential economic threat posed by COVID-19, President Trump signed the CARES Act last week. This bipartisan piece of legislation was designed to protect the American public from the virtual economic shutdown that...

Monday, March 30, 2020

One of the hardest aspects of this crisis is this social distancing required between you, us, friends, neighbors, colleagues, even our families! In difficult times, America’s greatest strength has come from pulling together to...

Tuesday, March 24, 2020

The incredible volatility continues, with the S&P 500 Index now in one of its worst bear markets ever, along the way making the quickest move from an all-time high to down 30% at only 22 days. What is a long-term investor to do?...

Thursday, March 19, 2020

The most recent market disruption brought on by the COVID-19 virus has brought with it a lot of questions. When the markets enter correction territory, defined as a pullback of 10% or more from previous highs, our clients often ask:...

Sunday, March 15, 2020

Out of an abundance of caution and following the guidance of government officials and agencies in the state of Connecticut and at the Federal level, your team at Moneco Advisors has decided that beginning on Monday, March 16th the...

Friday, March 13, 2020

Fears over the spread of COVID-19 (coronavirus) have gripped the country and sent stocks in the US and around the world into bear markets. Thursday’s nearly 10% decline in the S&P 500 Index was one of its worst days in history...

Tuesday, March 10, 2020

The tough times that global markets were experiencing due to the spread of COVID-19 (coronavirus) worsened this past weekend as a price war between Saudi Arabia and Russia resulted in sharply declining oil prices. This combination of...

Friday, February 28, 2020

“The stock market takes an escalator up, and an elevator down,” is a classic Wall Street saying. The last week has sure felt like taking an express elevator down, as the end of February brought a historic stock market...

Wednesday, February 26, 2020

Monday and Tuesday were tough days in the stock market, with the S&P 500 Index down more than 3% on Monday as the number of coronavirus cases reported outside of China jumped. Monday’s losses reversed all of this year’s...

Monday, February 24, 2020

The Next Generation At Moneco Advisors we are a multigenerational business, and we are fortunate to have families who have been our clients for several generations. In fact, we are proud to say that many of our youngest clients are the...

Tuesday, February 11, 2020

February Market Outlook The start of 2020 has brought increased stock market volatility. The uncharacteristically calm market environment we experienced for much of the past four months was bound to end, but identifying the catalyst...

Thursday, January 30, 2020

Brian Kelly Brian Kelly, a sophomore at Fairfield University, joined Moneco as a Financial Operations Intern during the 2020 spring semester. He is a considerate and hardworking individual that has a strong passion for helping others...

Tuesday, January 21, 2020

Make Your Financial Resolutions Today! A New Year, a new you! By this point you have already joined the gym and cleared the cupboards of all that junk food left over from the holiday season. However, it’s is also a great time to...

Monday, January 13, 2020

As you may know the SECURE Act was signed into law on December 20, 2019. This landmark piece of retirement legislation could have an impact on decisions you may want to make regarding your retirement savings strategy. Below is a...

Thursday, January 2, 2020

Hindsight is 20/20, but finding clarity in future uncertainty can be fuzzy. 2019 has been a very rewarding year for investors. One year ago after publishing Outlook 2019 we were all tested with market volatility, and that’s a...

Wednesday, November 20, 2019

Time to Give Although we encourage all of our clients to give back to their communities throughout the year, each November leading up to Thanksgiving the idea always takes center stage. Last year, charitable giving topped over $427...

Monday, November 11, 2019

Turning the calendar from October to November brought more than trick-or-treaters, pumpkins, and leaves to rake. It also brought a wave of important economic updates that delivered more treats than tricks and helped the stock markets...

Tuesday, October 8, 2019

Summer has turned to fall, and there’s already a little chill in the air. Three-quarters of the year is behind us now, and both stock and bond markets have had a strong year so far, although we expect to see regular—but...

Friday, October 4, 2019

Breast Cancer Awareness Month At Moneco Advisors, we take time every October to stop and reflect on how fortunate we are to be alive and well. Every October the nation does the same as we come together to raise money for a cure during...

Thursday, September 19, 2019

September is Back to School Month Well, the unofficial close of summer is in the books. Social media and our phones have been flooded with first day of school pictures and for some parents, they could not be happier. For others,...

Thursday, September 19, 2019

The Dog Days of Summer were on full display this past month, as a variety of concerns pushed stocks and bond yields lower. After reaching new record highs in late July, the S&P 500 Index dropped approximately 1.8% in August as trade...

Monday, August 5, 2019

This summer has been interesting. Thus far, temperatures have been at a maximum for much of the country, while typical summer storms have been at a minimum. A parallel can be drawn for the financial markets: Major stock indexes are...

Thursday, August 1, 2019

Your Money One of the most difficult parts of our role as advisors is to talk to new clients about money. Most people are trained that money is just one of those things that doesn’t make polite dinner conversation, and in most...

Monday, July 29, 2019

WHAT YOU NEED TO KNOW ABOUT THE ANNUAL MEDICARE TRUSTEES REPORT Each year, Medicare trustees issue annual reports that detail the previous year’s financial results and provide 75-year projections. This year’s report was...

Wednesday, July 10, 2019

The Power of Independence This month, our country turned 243 years old. Over the years, the United States of America has seen its struggles as well as successes, but many of its core values have been founded on the simple idea of...

Wednesday, June 12, 2019

National Safety Month Observed annually in June, National Safety Month focuses on reducing leading causes of injury and death at work, on the road and in our homes and communities. At Moneco Advisors, we want to focus this month on...

Tuesday, June 11, 2019

Trade tensions have interrupted an unusually calm year in U.S. stocks. In May, the S&P 500 Index fell from an April 30 record high as the United States and China failed to reach a trade deal and escalated tariff tensions. The United...

Friday, May 17, 2019

If it seems like the financial markets have been off to an unusually strong start to the year—you are correct. The S&P 500 Index has risen for four consecutive months, resulting in the strongest start to a year in more than 30...

Wednesday, May 8, 2019

May is Eldercare Month Eldercare, as defined by Merriam-Webster, is the care of older adults and especially the care of an older parent by a son or daughter. All month long we will be highlighting some of the challenges and...

Wednesday, May 1, 2019

Financial Literacy Challenge! Financial literacy is the ability to understand how money works in the world and the ability to make smart financial decisions. Financial literacy is one of those topics that traditionally has not been...

Friday, April 5, 2019

April brings showers, baseball, and historically, the best month of the year for the S&P 500 Index (for the last 20 years). On top of that, the S&P 500 had its best first quarter since 1998, and in March we celebrated the 10-year...

Thursday, March 28, 2019

Focus on Retirement Planning Many of our clients’ largest assets sit within their company sponsored retirement plans. These plans, whether they be a 401(k), 403(b) or a Simple/SEP IRA, often offer a matching component. For...

Wednesday, March 13, 2019

In this month’s MONECO's Economic Edits, we look at 401k plans and some key points that you may be overlooking. Despite the fact that 401ks are the most popular type of employer sponsored retirement plans, we are often surprised...

Wednesday, February 13, 2019

The Next Generation Moneco Advisors is a multigenerational business, and we are fortunate to have families who have been our clients for several generations. In fact, we are proud to say that many of our youngest clients are the...

Friday, January 25, 2019

Make Your Financial Resolutions Today! A New Year, a new you! By this point you have already joined the gym and cleared the cupboards of all that junk food left over from the holiday season. However, it’s is also a great time to...

Tuesday, January 8, 2019

Graduate college? Check. Land a job or grad school acceptance? Check. Next on the list: moving out (maybe). While I did attend college at Fairfield University, I did not grow up in Fairfield County. Unfortunately, commuting from home...

Monday, December 24, 2018

A Holiday Message It is at this time of year we look back on all of the work the firm and its affiliates have accomplished, as well as all of the clients we have been so fortunate to have the opportunity to work with. As the year draws...

Thursday, December 20, 2018

As we approach the end of 2018, the markets have decided to give us a little coal this holiday season. When the markets enter correction territory, defined as a pullback of 10% or more from previous highs, our clients often ask: "what...

Monday, December 10, 2018

With the holiday season rapidly approaching and the spirit of giving in the air, I thought it would be fitting to look at the impacts of community giving, social responsibility and the economic benefits for businesses. As a locally...

Friday, December 7, 2018

Another year is drawing to a close, but so far neither market volatility nor market-moving headlines have shown any signs of winding down. As we reflect on a challenging 2018 and look for bright spots in 2019, confidence in continued...

Friday, November 16, 2018

Time to Give Although we encourage all of our clients to give back to their communities throughout the year, each November leading up to Thanksgiving the idea always takes center stage. Last year, charitable giving topped over $410...

Tuesday, October 16, 2018

These days it seems like every major company is getting their data stolen. It seems like just yesterday a major data breach like Target or Equifax would take up an entire news cycle, but now the news outlets don’t even keep up....

Friday, October 12, 2018

The volatility that is often associated with the month of October has arrived with the market sell-off on Wednesday, October 10. Experiencing market declines and increased volatility can be unnerving for any investor, but if we can...

Wednesday, October 10, 2018

Breast Cancer Awareness Month At Moneco Advisors, we take time every October to stop and reflect on how fortunate we are to be alive and well. Every October the nation does the same as we come together to raise money for a cure during...

Thursday, September 20, 2018

Did you know that approximately 70% of college students graduate with a significant amount of debt? In fact, the average student loan borrower owes over $37,000 in student loans by the time they graduate. In the first quarter of 2018,...

Thursday, September 20, 2018

Equity markets are generally not influenced by a single factor. It is usually a multitude of factors impacting prices at any given time such as: Positive earnings may serve as tailwinds breathing positive momentum into stocks: Tariffs...

Thursday, September 20, 2018

September is Back to School Month Well, the unofficial close of summer is in the books. Social media and our phones have been flooded with first day of school pictures and for some parents, they could not be happier. For others,...

Tuesday, September 11, 2018

It’s back to school for students all across the country, and whether it’s the first week in kindergarten, high school, or college, parents and students alike are excited yet probably nervous at the same time. What will the...

Wednesday, August 29, 2018

Your Money One of the most difficult parts of our role as advisors is to talk to new clients about money. Most people are trained that money is just one of those things that doesn’t make polite dinner conversation, and in most...

Tuesday, August 21, 2018

Trade disputes, corporate earnings announcements, and rising interest rates have been at the center of market news as we head into the third quarter. While our economy and corporations have seen positive growth, it is still important...