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Weekly Wealth of Knowledge - Week of 8/14/23

August 15, 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!  August is here and we welcome in "money" month at MONECO Advisors.  All month we will be highlighting everything related to it, including savings strategies, budgeting, cash flow, debt management and more! 

In this issue:

  • MONECO Insights - Tax Planning: Maximizing Savings & Financial Efficiency  (3 min read)
  • Always Be Learning - LPL Focus 2023 (2 min read)
  • Business Cycles and The S&P 500 (3 min read)

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MONECO Insights - Tax Planning: Maximizing Savings & Financial Efficiency

As we usher in our new theme of "money" month throughout August, this week our Insights team takes a look at the critical role tax planning plays in your overall financial plan. We will discuss the significance of tax planning, its benefits, and effective strategies to navigate the complex world of taxes. As always, if you have any questions, do not hesitate to reach out to the office.

Click to Read Full Article´╗┐


Always Be Learning - LPL Focus 2023

At MONECO, our entire team has a passion to always be learning, both in and out of the office. Last week a few of our peers traveled to San Diego to attend the annual LPL Focus Conference. LPL’s annual conference brings advisors together from across the country with the purpose of empowering them to think bigger, maximize their strengths, and expanding their opportunities. Financial professionals from practices and institutions of all types and sizes attend to bring back new skills to continue to help better support our clients and team members on a day-to-day basis. While there, each team member was also able to meet with the department professionals that they interface with in the back office daily, further helping to build those critical relationships. We can wait until next year! 


Business Cycles and The S&P 500

The business cycle fluctuates over time, from the highs of an expansion to the lows of a recession, and each phase impacts the performance of S&P 500 sectors differently. Read below to see how each sector in the economy has historically performed during each stage. 

Click to Read Full Article

Important Information

This material is for general information only and is not intended to provide specific advice or recommendations for any individual. 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.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

LPL Financial does not provide tax or legal advice. You should consult with your attorney or tax advisor for guidance on your specific situation.

Past performance does not guarantee future results.

Asset allocation does not ensure a profit or protect against a loss.

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