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Weekly Wealth of Knowledge - Week of 6/5/23

June 07, 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:

  • Team MONECO - Jose Vivero Promotion (2 min read)
  • MONECO Insights - Cybersecurity Tips (3 min read)
  • Tips For Kids & Investing (3 min read)

BONUS: Community Shredding Day & Fairfield Police Sunset 5k 

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Team MONECO - Jose Vivero Promotion

At MONECO, we pride ourselves in having a culturally positive and diverse workplace environment. In addition, we are always striving to have a clear path for future growth for all that are part of our growing team in all functional areas. Without opportunity, teams cannot operate efficiently due to attrition and seek other employment, taking away from the overall client experience. This week we want to give an example of just that and highlight Jose Vivero. Jose joined the MONECO Team during the height of Covid. Prior to joining he worked at both Wells Fargo and Northwestern Mutual, where he began to learn the importance of long-term financial planning. Despite the adversity that joining a new team during a pandemic brought, Jose got right to work, studying for the eventual successful completion of the Certified Financial Planner ™ designation, all while supporting clients as a Senior Relationship Manger and building out & presenting financial plans.

Recently, Jose was promoted to Associate Advisor, where he will continue to play a pivotal role in working with clients to assist them in pursuing their long-term financial goals. We could not be more excited for Jose and I know all of the clients he works with share that feeling in this accomplishment. Congrats Jose and well deserved! 

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MONECO Insights - Cybersecurity Tips

This week as we kick of "safety" month for June, the MONECO Insights team takes a look at cybersecurity and talks through 5 ways to ensure your data, communications, finances and more stay safe & secure. 

Click to Read Full Article

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Tips For Kids & Investing

To all the parents out there with younger children, time to add yet another skillset to your adulting book, financial literacy and investing. In this day and age, especially with investing apps, it is important to help guide children who want to learn about, but also warn them of the risks. If we can assist in any way, do not hesitate to reach out. 

Click to Read Full Article´╗┐

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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!

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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.