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Weekly Wealth of Knowledge - Week of 12/25/23

December 22, 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! December is "small business" month at MONECO.  All month long we will be highlighting ways we can all support small businesses within our local communities this holiday season and beyond. We would also like to take this time to wish all of you and your families a safe & happy holiday season! 

In this issue:

  • MONECO Insights - Mastering The Art of Thrift (3 min read)
  • Team MONECO Is Growing! (2 min read)

  •  Market Outlook 2024 - A Turning Point (Full Presentation)

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Mastering The Art of Thrift

This week our Insights team takes a look at small business cost cutting. Running a small business is a delicate dance, especially when it comes to managing expenses. Every dollar saved is a dollar earned, and in a competitive landscape, mastering the art of expense reduction is a crucial skill for long-term success. In this guide, we will explore practical and effective techniques that small business owners can implement to trim unnecessary costs and boost their bottom line. As always if we can help in any way, do not hesitate to reach out!

Click to Read Full Article


Team MONECO Is Growing!

On behalf of your entire MONECO Advisors team, we would like to introduce our latest team member, Ashley Barrett, Client Services Associate. In her previous role she helped support multiple advisors and specialized with the process and assisted with the delivery of all types of insurance programs. In her new role as a Client Services Associate, she is excited to branch out from this area of focus and learn more about the investment side of the financial services industry and supporting advisors, responding to client requests, account openings and money movement. Prior to entering the financial services industry, Ashley was the head infant teacher at Childport, a daycare facility affiliated with Bridgeport Hospital. 

Ashley graduated with a Bachelor's Degree in Psychology from Southern Connecticut State University, as well as an Associate's Degree in early childhood education from Gateway Community College. In her free time, Ashley enjoys the many shoreline beaches at anytime of  the year along the coast of Connecticut and beyond. She is also an active volunteer and part of the American Legion Auxiliary group out of Post 196 in Milford, CT. 

Welcome aboard Ashley!


Market Outlook 2024 - A Turning Point

With 2024 rapidly approaching, this week we take a deep dive into LPL Research's Market Outlook and some of the changing themes that they see on the horizon. Where the last two years had investors focused on inflation, market volatility, and striving for a sense of economic balance, we now can expect to see some return to the previous status quo—that is, a less-stringent Fed, normalizing inflation, and a slower growth environment.

Click to Read Full Article


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.