2020 Blog Financial Advice Financial Planning 
eMoney Advisor
DECEMBER 27, 2022
As client expectations continue to evolve, there is an opportunity for financial planners to broaden and deepen their service offerings by providing holistic financial planning. One way to assess this is to look at the value of financial advice as it stacks up to basic human needs. The Hierarchy of Financial Needs.
Walkner Condon Financial Advisors
JUNE 2, 2023
The importance of getting women into financial planning feels like it should go without saying. Unfortunately, we’re not quite there yet as a society, since as of 2022, the Bureau of Labor Statistics reports only a third of financial advisors are women. In 2022, nearly 42% of the externships participants were women.
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eMoney Advisor
FEBRUARY 9, 2023
Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional. In this overview, we will explore the demographics of each stage, the financial planning needs of people in each stage, and strategies for serving them.
eMoney Advisor
MARCH 22, 2023
And 60 percent of young investors (ages 18–34) began investing after 2020. 1 Generations Y (Millennials) and Z are seeking financial advice today and they are likely to pursue providers who meet their needs now. Below are six hallmarks to consider when providing financial planning to Millennials and Gen Z.
Zoe Financial
OCTOBER 16, 2023
The Bank of America data shows that so far starting in 2020 to today, we’ve seen the biggest treasury bear market of all time. The ten-year has been down 25% since July 31, 2020. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan.
Zoe Financial
NOVEMBER 27, 2023
If you look at the VIX index, which measures volatility for stocks, it is now at 12.5 – lowest level since January 2020. Zoe Financial, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Estimates are for 3.5
Zoe Financial
JULY 24, 2023
This would mark the largest earnings decline reported by the index since Q2 of 2020. 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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