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Weekly Wealth of Knowledge - Week of 4/17/23

April 18, 2023

The Weekly Wealth of Knowledge is your download of this week's most important topics related to our community, financial planning, and the markets.  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:

       •  Team MONECO - Giving Back To Our Team (2 min read)
       •  4 Tips For A Meaningful & Successful Retirement (3 min read)
       •  The FED Rate Hikes Take Hold (3 min read)

BONUS:Fairfield Police Sunset 5k - Presented by MONECO Advisors

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Team MONECO - Giving Back To Our Team

Recently team member Eric Johnson, Financial Planner and Director of Marketing & Communications, was made aware by fellow team member, Salim Boutagy, that his children love to jump at the local gymnasium. Eric's kids had outgrown his own children's trampoline, so he took the weekend to disassemble and hand deliver a barely used set up he owned and was greeted with quite the special thank you. A hand drawn picture by Salim's son Blake. Now Blake and his sister will have years of back flips, double bounces, and taking turns showing mom and dad who can jump the highest! We wish Salim and his kids many years of memories and a true act of kindness that runs deep with how we treat our MONECO clients, community and team members, with the common theme of always to be giving back!


4 Tips For A Meaningful & Successful Retirement

As we continue with the theme of "financial literacy" month for April at MONECO, this week we look at  4 tips to pursue a meaningful long - term retirement plan.  As always, if it is time to reconnect to review your financial plan, we are here for you, so do not hesitate to reach out.

´╗┐Click to Read Full Article´╗┐


The FED Rate Hikes Take Hold

The consumer price index recently rose just 0.1% in March and 5% from a year ago, below estimates. We are beginning to see more signs that the FED's moves over the past year are beginning to slow the economy, and although counter intuitive, it is hopefully what the economy and the consumer is desiring to see. As always, if you have any questions of how this could impact your long-term financial plan, do not hesitate to reach out!

Click to Read Full Article


Fairfield Police Sunset 5k - Presented by MONECO Advisors

The 5th Annual Fairfield Police Sunset 5K is Presented by MONECO Advisors and will be held again this year on July 19th at 6:30P.M. All proceeds will be donated to the Fairfield Police Union Scholarship Fund & the Fairfield Police Foundation. You can run (3.1 mile) or walk (1 mile) course. We were able to increase the number of participants to 1000 this year and do expect to sell out, so don't delay, sign up today for Fairfield's most memorable night of the summer! Sponsorship opportunities available via the registration link as well.

Register Today!

The opinions voiced in this material are for general information only and are not intended to provide specific financial or tax advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

 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.