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Weekly Wealth of Knowledge - Week of 11/13/23

November 14, 2023

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 continue with Novembers theme of the month "giving", here at MONECO.  All month long we will be providing you content on how to give back in many ways, to your friends, your community and to your family. And let’s do our best to continue this trend, not just this month, but throughout the entire year!

In this issue:

  • MONECO Insights - Creating A Lasting Legacy (3 min read)
  • Cooling Job's Report (2 min read)
  • Giving Back (2 min read)

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Creating A Lasting Legacy

This week our Insight's Team takes a look at legacy planning. A way to make donations that focus on supporting causes, organizations or communities far into the future is done through legacy & planned giving.  Legacy giving is done with provisions in your will or estate plan to support charitable causes, organizations, or foundations after your lifetime; whereas planned giving is both during and after. Learn more about each as your read and what might be a good option for you. As always, we are here to answer any questions that you may have.

Click to Read Full Article


Cooling Job's Report

The recent job’s report showed a cooling down over the average for the year, which helped propel a stock market rally, for it is what the Federal Reserve has been waiting for to determine their next policy moves. Although the latest data was less than analyst expectations, economists believe it should not be seen as a sign to panic. As always, if you have any questions, do not hesitate to reach out to the office.

Click to Read Full Article


Giving Back

Giving back to the community and charities that you feel strongly about is an amazing way to show your support. Here at MONECO we proudly give back throughout the year. Save a Suit is an amazing nonprofit organization helping veterans get back into the workforce with professional business attire.  Each spring, the team at MONECO holds our Annual Shredding Day and at the same time, encourages our amazing clients to also dontae professional attire to benefit this organization. Below is some of the team from this year's event with all of the clothes that were donated! We could not support this great cause without all of your help! See you all again after the snow flies...

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.

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.

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.