MONECO Advisors

06/24/2026

Just Released: Our June 2026 Moneco Wealth of Knowledge Newsletter

Practical guidance. Real conversations. Clear next steps.

Read the full newsletter here: https://hubs.ly/Q04mvgYv0

June is all about financial safety at Moneco Advisors. In this edition of the Wealth of Knowledge newsletter, we’re focusing on key topics including risk management, cybersecurity, and preserving what you’ve built as we move into the second half of the year. This month’s newsletter highlights ...

06/22/2026

Cyber threats aren’t just IT issues - they can impact your finances, identity, and long-term security.

Here are some quick tips on how to stay protected before, during, and after an attack:

Before an attack
• Use strong, unique passwords and enable two-factor authentication
• Keep devices and software up to date
• Be cautious with unfamiliar links, emails, and downloads
• Back up important data regularly

During an attack
• Change your passwords immediately
• Disconnect affected devices from the internet
• Run a security scan and monitor accounts for unusual activity

After an attack
• Contact your bank and financial institutions right away
• Report fraud or identity theft
• Consider placing a fraud alert or credit freeze
• Continue monitoring accounts closely

For a full breakdown of steps and resources, visit:
https://hubs.ly/Q04lZdcF0

Protect Yourself During an Attack After an Attack Additional Resources Cyberattacks are malicious attempts to access or damage a computer or network system. Cyberattacks can lead to the loss of money or the theft of personal, financial and medical information. These attacks can damage your reputatio...

06/18/2026

We're thrilled to bring back the 2nd Annual Sock It to Summer Drive at the Fairfield Police Sunset 5K on July 15th at Jennings Beach, Fairfield, CT.

Last year, this incredible community donated more than 750 pairs of white socks, and we're so grateful to have been a part of it.

Socks are the #1 most requested item by shelters and community support programs, and a simple way to offer real comfort to neighbors in need.

All donations will benefit nOURish Bridgeport, a nonprofit organization dedicated to creating long-term solutions to food and resource insecurity in our community.

You can drop off new white socks at any of the following locations:
📍 Moneco Advisors — 2150 Post Road, Fairfield
📍 Marathon Sports (bib pick-up)
📍 The Moneco Advisors Tent on race day

Every pair makes a difference. Thank you for helping us support our neighbors and strengthen our community. We hope you'll join us!

06/17/2026

As we reach the midpoint of the year, it's a good reminder that investing isn't a "set it and forget it" process.

A mid-year portfolio review can help you assess risk, rebalance your investments, and account for any changes in your life or financial goals.

The goal isn't to react to every market move, it's to make sure your strategy still supports where you're headed.

If it’s been a while since you’ve reviewed your portfolio, now may be a good time to check in. If you have questions about your investment strategy or overall financial plan, don't hesitate to reach out.

06/16/2026

You're invited to our upcoming webinar, "Making AI Work for You: A Practical Guide to Everyday Efficiency and Staying Safe Online" on June 30th, 2026 at 12:00 pm with Managing Partner & CEO, Charlie Rocco.

Register here: https://hubs.ly/Q04lzl6h0

06/15/2026

One month to go!

The Fairfield Police Sunset 5K is almost here, and we’re gearing up for another record-breaking crowd.

Join us on Wednesday, July 15 at 6:30 PM at Jennings Beach in Fairfield, CT for an evening run around the beach area. Whether you’re racing, walking, or cheering from the sidelines, it’s always great when the community gets together.

Ready to sign up? Register and learn more here: https://hubs.ly/Q04lcf7F0

THE FAIRFIELD POLICE SUNSET 5K - Presented by Moneco Advisors is on Wednesday July 15, 2026. It includes the following events: Fairfield Police Sunset 5K Run - Presented by Moneco Advisors, Fairfield Police Sunset .8 MILE untimed WALK - Presented by Moneco Advisors, and FOOD TRUCK TICKET- NON REGIST...

06/08/2026

Living well isn’t just about what you build, it’s about how prepared you are to protect it.

If something unexpected happened tomorrow, would the right people know where to find your most important financial information?

One of the simplest ways to prepare is by creating an emergency financial binder - a single place where everything that matters is organized and accessible. That might include documents like your will, power of attorney, insurance policies, and key account information.

It’s not something most people think about day-to-day, but in a stressful moment, having everything in one place can make an overwhelming situation feel a little more manageable for the people you care about.

Preparation doesn’t have to be complicated, it just has to be intentional.

06/04/2026

In case you missed it, the latest webinar in our Financial Wellness series is now available.

In “Built to Last: Financial Strategies for the Small Business Owner,” Moneco Partner Salim Boutagy, CFP® shares practical insights on tax-efficient planning, cash flow management, retirement strategies, and succession planning—key areas that help support both business growth and personal financial goals.

Whether you’re actively running a business or planning for the future, the discussion offers timeless strategies you can revisit anytime.

Catch the replay here:

Moneco Advisors' Partner, Salim Boutagy, presents Built to Last: Fi...

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.