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Weekly Wealth of Knowledge - Week of 11/20/23

November 21, 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 the theme of "giving" month.  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 - Impact Investing (3 min read)
  • October Inflation Comes In Flat (2 min read)
  • Team MONECO - Always Learning (2 min read)

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Impact Investing

This week our Insight's Team takes a look at impact investing. Impact investing has the potential for positive change, and measures success not just in financial gains, but also in the positive outcomes for other people and the planet. Impact investing is available to everyone in all walks of life, whether through dedicated impact funds or socially responsible investment options. As always, if you have any questions, do not hesitate to reach out.

Click to Read Full Article


October Inflation Comes In Flat

In yet another reading that the Federal Reserve's interest rate hikes are working to cool the economy, the October Consumer Price Index came in flat in October, driving the markets higher. The annual rate was the smallest increase since September 2021. As always, if you have any questions, do not hesitate to reach out. 

Click to Read Full Article


Team MONECO - Always Learning

At MONECO Advisors, we are constantly encouraging team members to always be learning. Last week some of that team traveled to NYC to attend the 30th Annual Barron Conference, hosted by one of our  key investment company partners. The day was packed with guest speakers, learning sessions and great conversation with peers. The conference is a great opportunity to hear from company executives on the current state of the markets, economy and what the future may hold. This information is then shared with your entire MONECO Advisors' team, including our asset allocation committee. Pictured below in Lincoln Center, is some of the team with legendary investor Ron Barron, who founded the firm over 40 years ago!

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.