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Weekly Wealth of Knowledge - Week of 4/11/22

April 12, 2022

The Weekly Wealth of Knowledge is your download of this week's most important topics related to financial planning, the markets, and our community. April is "financial literacy" month at MONECO. All month long we will be providing you content on the importance of spending, savings, budgeting and investing and how you can empower yourself and family members to better understand financial strategies and topics.

In this issue:

• Addressing America’s Financial Literacy Crisis (3 min read)
• What You Need To Know About The Yield Curve (2 min read)
• Things To Know About Buying Your First Home (4 min read)

Be sure to check out our two upcoming events at the conclusion of this week's email - Washington Policy Update & Shredding Day.

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

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Addressing America’s Financial Literacy Crisis

Budgeting, saving, investing and paying bills on time are all skills that can assist with having a solid foundation of financial literacy. Unfortunately, many don't acquire the knowledge until later in life. Because general financial planning curriculum is not traditionally taught in schools, it is imperative for our younger generations to get acclimated early on with the concepts and this needs to begin at home. As always, if we can help, do not hesitate to give us a call.

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What You Need To Know About The Yield Curve

With interest rates on the rise, there has been much to do about the yield curve lately. The curve is actually a line that measures the yield of various durations of bonds. Below you will learn what it is and why it should or should not be something you should be following.

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Things To Know About Buying Your First Home

Purchasing your first home can be both an exciting and daunting time in one's life. Now that you have decided to make the jump, there are certain important details that you should not overlook to ensure that the process goes smoothly. Here is a checklist to help you get started. If we can help, give us a call.

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Webinar - Washington Policy Update

Come join us as we partner with Putnam Investments for a Washington Policy Update. We will be discussing the latest policies and legislation coming out of our nation's capital, including tax law changes, infrastructure spending, debt ceiling, mid-term elections and their potential impacts to your financial plan. You will not want to miss this one!

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MONECO's Annual Shredding Day

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The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful.