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Weekly Wealth of Knowledge - Week of 7/25/22

July 27, 2022

The Weekly Wealth of Knowledge is your download of this week's most important topics related to financial planning, the markets, and our community. As we usher in July, we kick off the theme of "independence". Our content all month long will be highlighting all of the benefits of working with an independent financial services firm like MONECO and being independent in general.

In this issue:

       •  Recession Proof Your Assets? (3 min read)
       •  Companies Winning Despite Sour Economy (2 min read)
       •  Financial Milestone For 2022 (3 min read)

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Recession Proof Your Assets?

With some of the headlines today forecasting a recession, what steps can you take to prepare in the event that one does occur? The answer to this question is not so easy though. Depending on your age and time horizon to eventual retirement, will help determine what you can be doing now. Below are a few suggestions broken down by age brackets. If we can help navigate in any way, give us a call.

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Companies Winning Despite Sour Economy

Sometimes, it’s a good idea to get a second opinion.

And this may be one of those times.

Government reports are telling a rather bleak story about the economy.

The headlines talk about high inflation, rising interest rates, and a possible recession. But corporations are telling a more upbeat, optimistic story about business conditions.

Aside from a few high-profile misses, most companies have been checking in with solid second-quarter reports in the past few weeks.
Through July 22, FactSet reported that 68% of S&P 500 companies reported positive earnings surprises, and 65% reported a positive revenue surprise.

We are always encouraged about the economy whenever we see businesses enjoying success. While macroeconomic trends are still a steady headwind, corporate America seems to be sailing straight and true. As always, if you have any questions, do not hesitate to reach out.

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Financial Milestone For 2022

As we close out "independence" month here at MONECO and prepare to usher in "money" month for August, we leave you with one last piece of content on yet another way to help pursue financial independence. Below you will find several milestones to conquer before year's end. 

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