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Weekly Wealth of Knowledge - Week of 5/15/23

May 17, 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.  May is "elder care" month at MONECO Advisors. All month long we will be providing you content surrounding some of the unique financial challenges facing our seniors today. Whether you are in your Golden Years or assisting someone who is, we are confident that you will find the information helpful.

In this issue:

• Community Shredding Day & Clothing Drive (3 min read)
• Long Term Care Protection Strategies (4 min read)
• Visualizing Assets & Liabilities Of U.S. Banks (3 min read)

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

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Community Shredding Day & Clothing Drive

Come one, come all! MONECO will be holding its annual Shredding Day on June 17th from 10:00am - 1:00pm at the 2150 Post Road office in Fairfield. The event will take place in the lower parking area, where you will be able to drive right through and if you choose, witness all of your personally identifiable information get shredded right before your very eyes. Clients, friends and members of the community are welcome to attend. We will also be partnering with a local non-profit called Save A Suit, to collect professional attire for veterans that are returning to the workforce. You won't want to miss this one! Register below and if you have any questions, do not hesitate to call the office.

Register Today!


 Long Term Care Protection Strategies

As we continue with the theme of "elder care" all month long at MONECO, this week we have a look at Long Term Care Protection Strategies. In fact, we are sharing a brief presentation below to help you navigate some of your options if needed. Like any type of strategy, long term care planning should be part of your overall financial plan, should you eventually need it. If we can assist in any way, do not hesitate to reach out. 

Click to Read Full Article


Visualizing Assets & Liabilities of U.S. Banks

With some of the more recent disruptions within the banking sector, this week we are sharing an overview of the assets and liabilities of U.S. banks. The information gives a solid breakdown to how a typical U.S. bank structures its assets and mitigates its risks. This includes a look at deposits, lending, and securities. If you have any questions, we are here for you!

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.