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Weekly Wealth of Knowledge - Week of 1/29/24

January 30, 2024

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!  As we close out January and "new year, new you" month at MONECO, we head into February where we will focus on "generational planning." All month long we will be providing you a host of content about transferring wealth to other members of your family and the appropriate strategies and benefits of doing so.

In this issue:

  • MONECO Insights – Unlocking The Secrets Of Generational Wealth (3 min read)
  •  GDP Comes In Hot (2 min read)
  • Some Predictions For 2024 (3 min read)

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Unlocking The Secrets Of Generational Wealth

Having a solid foundation in understanding the basics in financial education to help you continue the legacy is a great place to start. Drafting a plan to help you build from where you are, gives you a better idea as to what is attainable, legacies don't grow overnight! There are many ways to increase generational wealth, one being real estate. Passing down family homes or investment properties can significantly contribute to the legacy. As always if we can help in any way, do not hesitate to reach out! 

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GDP Comes In Hot

After robust gains for the markets in 2023, despite higher interest rates, estimates for Q4 Gross Domestic Product (GDP), also beat expectations, coming in at 3.3%, far exceeding the forecasted 2.0% estimates. Time will tell if this is sustainable, given several headwinds still facing the markets and consumers, but your entire MONECO team will be keeping a close eye on the data and share any  recommendations that we may have. If you have questions, we are here for you!

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Some Predictions For 2024

As we look ahead to 2024, there is no shortage of expert forecasts and predictions for the world’s economy, markets, geopolitics, and technology to track in this new year. Our friends over at Virtual Capitalist have assembled a nice chart of some of the collective thoughts from analysts and experts around the globe.

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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.