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Weekly Wealth of Knowledge - Week of 6/26/23

June 27, 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 - Emergency Funds (3 min read)
  • Successful Shredding Day & Clothing Drive! (2 min read)
  • How An Umbrella Insurance Policy Works (3 min read)

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

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MONECO Insights - Emergency Funds

This week, keeping with the theme of "safety" month in June, the MONECO Insights team dives into how and why an emergency fund should be an integral part of your long term financial plan. 

Click to Read Full Article


Successful Shredding Day & Clothing Drive!

We want to say a huge THANK YOU to all our clients who came out on  Saturday June 17th to drop off their old documents and professional attire. This was our most successful Shredding Day since we began the event, with over 100 clients stopping by throughout the day.

We are especially proud of the turnout for professional attire that we collected for Save A Suit, an organization that provides veterans and transitioning service members with business suits, professional attire, and other clothing resources they need to achieve job security. We collected the most suits and other professional clothing that we ever have, and it is all thanks to you. Because of the amazing generosity of our clients, we can make an impact in our local community and beyond. This is an organization that is very near and dear to our hearts here at MONECO, and we want to extend our deepest thanks fopr all of the participation!


How An Umbrella Insurance Policy Works

Continuing with the theme of safety, this week we take a look at how an umbrella insurance policy works. This type of policy is to cover claims in excess of regular homeowners, auto, or watercraft policy coverage. 

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.