Broker Check

Weekly Wealth of Knowledge - Week of 8/28/23

August 29, 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 close out August and "money" month at MONECO Advisors, we usher in September and "back to school" month, where we will be providing you a host of content on everything from financing school supplies, helpful checklists to keep your kids safe this year, saving for college and much, much more!

In this issue:

  • MONECO Insights - College Savings Accounts: Investing in Your Child's Education (3 min read)
  • 12 Secrets To Feeling Financial Peace (2 min read)
  • College Checklist For Parents (3 min read)

If you enjoy our Weekly Wealth of Knowledge, don't forget to check out our content on Facebook, Linkedin, and Twitter


MONECO Insights - College Savings Accounts: Investing in Your Child's Education

As we kick off "back to school" at MONECO Advisors for September, our Insight's team takes a look at college savings and the options that are available and the steps you need to be making now to get prepared for the future. Any questions, we are are here for you. 

Click to Read Full Article


12 Secrets To Feeling Financial Peace

As we close out "money" month for August, and usher in "back to school" month for September, we leave you with one last piece of content on 12 secrets to assist with feeling financial peace when it comes to your finances. If we can help in any way, do not hesitate to reach out!

Click to Read Full Article


College Checklist For Parents

As we all get our kids ready that are preparing to head back to school this month, we share a valuable checklist of 7 things to do for those entering their freshman year in college to help relieve the stress a bit!

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.