Zoe Financial

OCTOBER 23, 2023

Economic Updates: Stronger than expected retail sales, 0.7% Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

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Zoe Financial

OCTOBER 16, 2023

Economic Updates: Oil prices were up 6% for the week. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

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Zoe Financial

AUGUST 28, 2023

Economic Data: The Fed, Powell’s speech: No big reveals or shift in expectations. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. We believe financial advice should come from unbiased and certified professionals.

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Zoe Financial

AUGUST 22, 2023

Economic Data: July retail sales came in better than expected. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. We believe financial advice should come from unbiased and certified professionals. Nasdaq was down 2.6%

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Zoe Financial

AUGUST 14, 2023

Economic Data: Macro is doing much better than people expected. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. We believe financial advice should come from unbiased and certified professionals.

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Zoe Financial

AUGUST 8, 2023

Economic Data: Slow hiring this Summer from U.S. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. We believe financial advice should come from unbiased and certified professionals. government credit rating.

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Zoe Financial

NOVEMBER 27, 2023

Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Economies and markets fluctuate.

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Zoe Financial

OCTOBER 9, 2023

Economic data we can point to this: September employment data came out and payroll gains came in at 336,000. Economic Snapsot: Average hourly earnings came in at 4.15 Long-term bonds try to give a proxy for inflation + real economic growth (nominal GDP growth). It was up 0.2% Unemployment rate held steady at 3.8%.

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Zoe Financial

MAY 23, 2023

Economic Data: Leading Economic Index (LEI) fell 0.6% Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. We believe financial advice should come from unbiased and certified professionals. in April. FOMC minutes.

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Zoe Financial

OCTOBER 30, 2023

Economic Updates: Strong third quarter GDP number – came in at 4.9% Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Actual economic or market events may turn out differently than anticipated. annualized growth.

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Zoe Financial

JULY 10, 2023

Economic Data: Payroll’s data could have driven the markets to sell-off. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. We believe financial advice should come from unbiased and certified professionals.

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Zoe Financial

SEPTEMBER 5, 2023

Economic Data: In August, U.S. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. We believe financial advice should come from unbiased and certified professionals. S&P 500 was up 2.5% Nasdaq was up 3.2% for the week.

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Zoe Financial

SEPTEMBER 5, 2023

Economic Data: In August, U.S. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. We believe financial advice should come from unbiased and certified professionals. S&P 500 was up 2.5% Nasdaq was up 3.2% for the week.

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Zoe Financial

JUNE 5, 2023

Economic Data: Last week we saw the debt ceiling resolution in Washington, great news. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. We believe financial advice should come from unbiased and certified professionals.

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Zoe Financial

JULY 31, 2023

Economic Data: What drove the markets last week? Economic growth remains resilient. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. We believe financial advice should come from unbiased and certified professionals.

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Zoe Financial

NOVEMBER 13, 2023

Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Economies and markets fluctuate.

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Zoe Financial

JULY 17, 2023

Economic Data: Expectations for the Fed to cut interest rates in March of 2024, rather than in May of 2024. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. For earnings, companies are reporting above expectations.

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Zoe Financial

APRIL 17, 2023

Economic Data: March core CPI hit expectations of 5.6% Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. We believe financial advice should come from unbiased and certified professionals. The S&P 500 was up 0.8%

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Zoe Financial

JUNE 26, 2023

Economic Data: On the positive side: Housing starts for May came in much better than expected. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. We believe financial advice should come from unbiased and certified professionals.

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eMoney Advisor

JUNE 6, 2023

Research shows that those with higher levels of financial knowledge are more likely to exhibit positive financial behaviors and make responsible decisions. 1 As financial markets and tools continue to become increasingly complex individuals may experience feelings of lower confidence resulting in financial anxiety and stress.

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Zoe Financial

MAY 14, 2023

Economic Data: Core CPI came in as expected at 5.5% Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. We believe financial advice should come from unbiased and certified professionals. Low volatility. forecast of 63).

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Zoe Financial

FEBRUARY 6, 2023

On Tuesday, the Federal Reserve Chairman, Powell will have remarks before the Economic Club of Washington regarding disinflation and comments about their forecast for the economy this year. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan.

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Zoe Financial

JULY 24, 2023

Economic Data: Retail sales were up 0.2% Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. We believe financial advice should come from unbiased and certified professionals. Analysts are predicting earnings growth of 0.1

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Zoe Financial

MARCH 20, 2023

Leading Economic Index (LEI) fell for its 11th straight month. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. We believe financial advice should come from unbiased and certified professionals.

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Zoe Financial

MAY 1, 2023

Economic Data: Inflation data – The core CPE index came in as expected at 4.6% Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. We believe financial advice should come from unbiased and certified professionals.

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Zoe Financial

JANUARY 23, 2023

We’ll see how economic activity’s looking for the month of January so far. Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Stay tuned for next week.

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Zoe Financial

JUNE 19, 2023

Economic Data: Producer Price Index (PPI) declined month over month by 0.3%. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. We believe financial advice should come from unbiased and certified professionals.

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Zoe Financial

NOVEMBER 21, 2023

Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Economies and markets fluctuate.

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Harness Wealth

JUNE 1, 2023

When it comes to managing wealth and planning for a secure financial future, the services of financial professionals, such as financial advisors or wealth managers, are invaluable. Table of Contents What Services Does a Financial Advisor Provide? Are Robo-Advisors a Good Alternative?

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Zoe Financial

NOVEMBER 9, 2023

Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Economies and markets fluctuate.

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Zoe Financial

NOVEMBER 13, 2023

Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Economies and markets fluctuate.

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Indigo Marketing Agency

DECEMBER 19, 2022

Dorsainvil, CFP®, they are on a mission to provide access to financial planning for “the rest of us.” Lazetta believes that solid financial advice is not just for the 1%. Joshua Brown is a financial advisor and the CEO of Ritholtz Wealth Management. She was also named a Top 10 Financial Advisor by Investopedia.

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Sara Grillo

SEPTEMBER 12, 2022

The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning.

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Sara Grillo

APRIL 10, 2023

I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” Sara G Biographies Scott Salaske Scott Salaske is the founder and CEO of Firstmetric, a flat fee financial advisor firm in Troy, Michigan. So please subscribe!

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Sara Grillo

SEPTEMBER 26, 2022

We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. What is your opinion? Robert will be on the “for” team.

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