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

NOVEMBER 27, 2023

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. 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 30, 2023

Economic Updates: Strong third quarter GDP number – came in at 4.9% Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. We also had a mixed bag of earnings report.

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Zoe Financial

MAY 23, 2023

Economic Data: Leading Economic Index (LEI) fell 0.6% Stay tuned for next week. – 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. in April. FOMC minutes.

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Zoe Financial

NOVEMBER 13, 2023

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. 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

JUNE 5, 2023

Economic Data: Last week we saw the debt ceiling resolution in Washington, great news. Stay tuned for next week. – 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.

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Zoe Financial

MAY 1, 2023

Economic Data: Inflation data – The core CPE index came in as expected at 4.6% Stay tuned for data on this week, next week. – 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.

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Zoe Financial

OCTOBER 2, 2023

Economic Snapsot: Influence coming from the Fed communicating interest rates may keep hiking. Stay tuned for next week. – 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.

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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. 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. for the week.

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Zoe Financial

AUGUST 28, 2023

Economic Data: The Fed, Powell’s speech: No big reveals or shift in expectations. Macro data: New home sales reached highest lever since July 2022 despite seeing highest mortgage rates in years. We believe financial advice should come from unbiased and certified professionals. Big story: Nvidia.

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Zoe Financial

AUGUST 22, 2023

Economic Data: July retail sales came in better than expected. Stay tuned for next week. – 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. Nasdaq was down 2.6%

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Zoe Financial

JUNE 19, 2023

Economic Data: Producer Price Index (PPI) declined month over month by 0.3%. Stay tuned for next week. – 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.

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Zoe Financial

AUGUST 14, 2023

Economic Data: Macro is doing much better than people expected. Stay tuned for next week. – 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. expectations were 3.3.

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Zoe Financial

AUGUST 8, 2023

Economic Data: Slow hiring this Summer from U.S. Stay tuned for next week. – 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. government credit rating.

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Zoe Financial

NOVEMBER 21, 2023

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. 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

JULY 10, 2023

Economic Data: Payroll’s data could have driven the markets to sell-off. 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. The unemployment rate dropped from 3.7

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Zoe Financial

SEPTEMBER 5, 2023

Economic Data: In August, U.S. Stay tuned for next week. – 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. 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. Stay tuned for next week. – 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. S&P 500 was up 2.5% Nasdaq was up 3.2% for the week.

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Zoe Financial

JULY 31, 2023

Economic Data: What drove the markets last week? Economic growth remains resilient. Stay tuned for next week. – 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.

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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. 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.

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Zoe Financial

APRIL 17, 2023

Economic Data: March core CPI hit expectations of 5.6% Stay tuned for next week. – 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. The S&P 500 was up 0.8%

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Zoe Financial

MAY 14, 2023

Economic Data: Core CPI came in as expected at 5.5% Stay tuned for next week. – 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. Low volatility. forecast of 63).

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Zoe Financial

JULY 24, 2023

Economic Data: Retail sales were up 0.2% 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. Analysts are predicting earnings growth of 0.1 centrally flat. Below the 0.5%

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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. We believe financial advice should come from unbiased and certified professionals. Stay tuned for next week.

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Zoe Financial

NOVEMBER 9, 2023

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. 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

MARCH 20, 2023

Leading Economic Index (LEI) fell for its 11th straight month. 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. Data is not very bullish all in all.

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Zoe Financial

MAY 1, 2023

Economic Data: Inflation data – The core CPE index came in as expected at 4.6% Stay tuned for data on this week, next week. – 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.

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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

NOVEMBER 13, 2023

on average in 2022, which is much lower than what they saw in 2021 at 8.4%. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Frankly, this doesn’t surprise me.

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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

NOVEMBER 22, 2023

consumers showed that Americans’ impulse spending increased by 14% in 2022. Doing so will bring you financial rewards, even if they don’t always come in the form of a cash payout. The information provided here is not investment, tax or financial advice. A recent survey of 2,000 U.S. How could gratitude help?

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Sara Grillo

MAY 16, 2022

Although the cost of financial advice has come done somewhat from past years, investment management and financial planning are still ludicrously expensive. For many people, the high cost of financial advice makes it non-accessible. I’m pleased to present you with a list of low cost financial advisors!

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Harness Wealth

JUNE 9, 2023

While it may seem like a luxury that is only available to the wealthy, anyone is capable of building an effective financial plan and putting it into action. Without effective personal financial management, you risk losing money to poor budgeting, poor tax planning, or even just to inflation. Bureau of Labor Statistics.

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WiserAdvisor

JULY 27, 2023

The advent of ChatGPT in 2022 brought about a revolutionary transformation across various industries, showcasing the potential of artificial intelligence in shaping our future. Human financial advisors possess the expertise to consider individual circumstances, emotions, and unique financial situations, thus offering tailored recommendations.

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Walkner Condon Financial Advisors

FEBRUARY 6, 2024

As these tables can take a while to be published or readily available, let’s for now break the past twenty years of available market data into two 10-year periods: 2003-2012 and 2013-2022. Large Caps outperformed Developed ex-US stocks in every year but two (2017 and 2022). Large Cap, Developed ex-U.S. In each of those instances, U.S.

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The Big Picture

OCTOBER 19, 2022

You know, we do the typical stuff, market economic outlooks and research there, product research. They’ll do tax planning, right? We’ll do estate planning and other complex financial planning. The real value is the behavioral coaching, the tax management, again, the more complex value-add around financial planning.

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Sara Grillo

MARCH 13, 2023

But in 2022, stocks and bonds went down together and displayed high correlation, suggesting a failure of modern portfolio theory. Bak believes that if the market is down and there is an opportunity to tax loss harvest, there may be an exodus from SPY. There were a laundry list of crypto scams in 2022.

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