Broker Check

Weekly Wealth of Knowledge - Week of 12/4/23

December 05, 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 kicks off "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 - Small Business Cash Flow (3 min read)
  • Personal Consumption Data Cools Again (2 min read)

  • Small Business Grants (2 min read)

If you enjoy our Weekly Wealth of Knowledge, don't forget to check out our content on Facebook, Linkedin, and Twitter


MONECO Insights - Small Business Cash Flow

This week our Insights team takes a look at small business cash flow as we start "small business" month at MONECO. Cash flow is the lifeblood of any small business. Effective cash flow management is not just about tracking the money coming in and going out; it's about strategically navigating the financial currents to ensure stability, growth, and long-term success. If we can help in any way, do not hesitate to reach out.

Click to Read Full Article


Personal Consumption Data Cools Again

One of the Federal Reserves closely watched data points remained cool in October, in yet another sign that could impact future policy moves. Personal Consumption Expenditures (PCE), is a measure of how much U.S. households collectively spend on goods and services. As always, if you have any questions, we are here for you.

Click to Read Full Article


Small Business Grants

As we kick off our theme of "small business" month this December, we first take a look at some of the grants available for all of our business owners out there. Although we do our best to support the communities we have been so fortunate to operate in for over 40 years, it is also important to highlight some of the programs available that do the same. If we can offer guidance in any way, do not hesitate to give us a call.

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.