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Weekly Wealth of Knowledge - Week of 6/19/23

June 20, 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!  As we welcome in June at MONECO Advisors, our new theme for the month will be "safety". Our content all month long will focus on things you should be aware off and the steps you need to be taking to protect you, your families, your homes and your assets.

In this issue:

  • MONECO Insights - Investment Risk Management(3 min read)
  • Asset Class Diversification (2 min read)
  • 10 Common Household Hazards (3 min read)

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

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Investment Risk Management

This week, keeping with the theme of "safety" month in June, the MONECO Insights team dives into investment risk management and  diversification. In this week's blog, we will explore the basic concepts of both, and their importance in creating a long term financial plan. As always, if you have any questions, do not hesitate to reach out.

Click to Read Full Article´╗┐´╗┐


Asset Class Diversification

As a follow up to this weeks Insights piece, we figured a glance at how certain areas of the market or asset classes have performed during 2023 thus far would also be helpful. This is a great piece to help visualize how different asset classes react based on where in the overall business cycle we are and reiterates the idea of diversification.

Click to Read Full Article


10 Common Household Hazards

Continuing with the theme of safety, this week we go out of the financial markets and inside your home, to help identify some of the present hazards that exist and ways to protect you and your families against them.

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.

Moneco Advisors, LLC and LPL Financial are not affiliated with any other referenced entity.