Broker Check

Weekly Wealth of Knowledge - Week of 7/27/2020

July 28, 2020

The Weekly Wealth of Knowledge is your download of this week's most important topics related to financial planning, the markets, and our community.

In this issue:

  • How Stocks Work (2 min read)
  • Our Financial Planning Strategy (3 minute video)
  • Baseball is back! (2 min read)

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Click on the video below to hear from one of our Wealth Management Interns, Dan Maffucci! 


How Stocks Work

There are always headlines about the stock market, but what does it all mean? We know that most of our clients know what a stock is, but tracking the markets can be confusing at times. This infographic gives a simple explanation of how stocks work, and some interesting statistics in order to put all of today's market headlines into perspective.

Click here to read more!

Our Financial Planning Strategy

Moneco knows success should be measured relative to your goals. That’s why we use MoneyGuidePro for all of our clients. MoneyGuidePro financial planning software helps advisors create and maintain an investment strategy that best meets their client’s lifetime goals.

Watch the video here to learn about how we build your financial plan.

Baseball is Back!

Amidst these crazy times, baseball lives on. It is also a sport that truly brings us all together. Although we can’t be sitting in the stands this year, there will still be an audience. But this time, the audience will be virtual…

Fox Sports will be using digital technology to fill seats with “dozens of digital doppelgangers” that will mimic human actions.

Click here to read more!