MONECO Advisors

06/02/2026

June is all about Safety and Risk Management.

As we move into the summer months, it’s a natural time to pause and make sure your financial life is still aligned with your goals. Markets move, life changes happen quickly, and risks can show up when you least expect them, so staying proactive matters.

Throughout the month, we’ll be covering a range of timely topics designed to help you feel more prepared and protected, including cybersecurity awareness to help safeguard your information, ways to strengthen financial preparedness, and the value of a mid-year portfolio review.

Before the out-of-office goes on, it’s worth taking a moment to ask: is your financial plan still on track?

At Moneco Advisors, we believe the best vacations are the ones where you can fully unplug, because you’ve already taken care of what matters most.

Let’s check in before you check out.

06/01/2026

Mid-year is the perfect time to sort through old paperwork, clean out storage bins, or finally get rid of files you no longer need.

Join us on Saturday, June 6, 2026, from 10:00 AM to 1:00 PM in Fairfield, CT for our Annual Shredding Day. It’s an easy way to safely dispose of sensitive documents, free up space, and recycle responsibly.

We’ll also be collecting donations for Save A Suit, a local nonprofit that helps veterans prepare for the workforce with professional clothing and career support. It’s a great opportunity to pass along items that can make a real difference for someone else.

Bring a few boxes, bring a friend, and stop by for a day focused on decluttering, recycling, and supporting the local community.

05/31/2026

Our May 2026 Advisor Insights Blog focuses on "What Every Small Business Owner Should Think About When It Comes to Their Financial Plan" with Moneco Partner Jason Hyde. See his full perspective here: https://hubs.ly/Q04jdMVp0

Small business owners face unique financial challenges. Learn key strategies to build a stronger, more intentional financial plan that supports both your business and personal goals.

05/29/2026

Just Released: Our May 2026 Moneco Wealth of Knowledge Newsletter

Practical guidance. Real conversations. Clear next steps. Read the full newsletter here: https://hubs.ly/Q04jdSZk0

In this month’s Wealth of Knowledge newsletter, we highlight financial strategies and insights designed for small business owners and entrepreneurs.

05/28/2026

Welcome to the team, CFO Capital Management, David Karachuk, CFA, CFP®, and Keith Kolinsky, CFP®!

We’re excited to announce their partnership with Moneco Advisors as we continue to grow alongside advisors who share our commitment to collaboration, thoughtful planning, and putting clients first.

This integration reflects what we’re building here every day — a firm rooted in partnership, shared accountability, and a unique structure designed to better serve clients across every stage of their financial lives.

Grateful for the momentum and the people driving it forward.

Read the full announcement here:

Founded in 1980, Fairfield, Conn.-based Moneco oversees about $3bn and is affiiliated with LPL Financial.

05/26/2026

Thinking about selling your small business? A strong exit strategy can make all the difference in protecting what you’ve built and setting up what comes next.

Preparing early gives you more control over timing, value, and the overall transition. A few key areas to focus on:

• Planning ahead: Start mapping out your goals - when you’d like to exit, what you want financially, and what success looks like post-sale.
• Valuation matters: Understand what your business is worth by reviewing financials, growth trends, and market conditions. Clean, organized records can significantly impact buyer confidence and value.
• Succession options: Consider who might take over - family members, internal leadership, or an external buyer - and what structure makes the most sense.
• Transition strategy: Plan for a smooth handoff, including timelines, communication with employees and clients, and your role (if any) after the sale.

Selling a business isn’t just a transaction, it’s a process. Taking the time to build a thoughtful exit plan can help you maximize value, minimize disruption, and move forward with confidence.

05/25/2026

Memorial Day is a time to honor and remember the brave men and women who made the ultimate sacrifice while serving our country. Their courage, dedication, and selflessness helped protect the freedoms we enjoy every day.

As we head into the holiday weekend, we’re reminded of the importance of unity, service, and taking time to reflect on those who gave everything for our nation. Wishing everyone a safe and meaningful Memorial Day weekend.

Please note that our offices, will be closed on Monday, May 25th and resume normal business hours on Tuesday, May 26th.

05/22/2026

We're proud to share that Charlie Rocco, Managing Partner & CEO of Moneco Advisors, has been named to the 2026 Forbes | SHOOK Best-In-State Wealth Advisors list!

This recognition reflects Charlie's dedication to our clients, our team, and the communities we serve. At Moneco, our focus has always been on helping clients feel informed, prepared, and confident in their financial decisions; and this honor reinforces that commitment.

Congratulations, Charlie!

View the full press release on our website: https://hubs.ly/Q04hDzMq0

Moneco Advisors is proud to announce that Charlie Rocco, Managing Partner and CEO, has been named to the 2026 Forbes | SHOOK Best-In-State Wealth Advisors ranking.

05/21/2026

Join us for the 10th Annual Beer Yoga fundraiser supporting The Bennett Cancer Center, taking place Friday, June 5, 2026 at the Stamford JCC.

This special evening brings the community together for yoga, beer, music, food trucks, and a few fun surprises along the way. Katy Ingulli will lead a lighthearted yoga class that even incorporates a few sips of your favorite drink. And if yoga or alcohol isn’t your thing, you’re still more than welcome—this night is really about showing up, connecting, and supporting an incredible cause.

Most importantly, 100% of the funds raised will be donated to patient services through Hope in Motion, directly supporting families going through some of their most difficult moments.

We’re so grateful for your support and hope you’ll join us for a meaningful night of community, connection, and giving back. https://hubs.ly/Q04hcH470

BEER YOGA is a fundraiser for The Bennett Cancer Center. Join us at the Stamford JCC on Friday June 5, 2026 for a fun night of yoga, beer, and a great time to raise money for the patients at the Bennett Cancer Center! Katy Ingulli will lead you through a really fun yoga class that will

05/20/2026

Running a small business means wearing a lot of hats, and having the right financial advisor can make a huge difference.

A financial advisor does more than help manage numbers. They can help connect your business and personal finances, improve cash flow, identify cost-saving opportunities, and help you plan more confidently for the future.

They can also help you think through important areas like risk management, business structure, retirement plans, and insurance protections that support both your business and your family long term.

At Moneco Advisors, we work with business owners to create strategies that support growth, stability, and long-term success — for both the business and the people behind it.

If you’re looking for guidance or want to explore what’s possible for your business, we’re here to help. https://hubs.ly/Q04hcDBW0