Zoe Financial

OCTOBER 16, 2023

It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation.

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Zoe Financial

NOVEMBER 27, 2023

It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation.

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Zoe Financial

OCTOBER 30, 2023

It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation.

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Zoe Financial

NOVEMBER 13, 2023

It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation.

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Zoe Financial

SEPTEMBER 25, 2023

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. August Core PCE data. We expect this number to keep coming down.

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Zoe Financial

JUNE 12, 2023

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 observations of industry trends should not be read as recommendations for stocks or sectors.

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Zoe Financial

JUNE 5, 2023

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. What to look out for this week: PMI data. Consumer credit data.

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Zoe Financial

FEBRUARY 20, 2023

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. More of macro data and implications for what the Fed will do regarding interest rates.

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Zoe Financial

OCTOBER 2, 2023

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. Payrolls on Friday. Giving a sense of unemployment rates.

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Zoe Financial

OCTOBER 9, 2023

It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation.

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Zoe Financial

SEPTEMBER 11, 2023

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. Looking forward to next week: August CPI. August PPI. August retail sales.

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Zoe Financial

MAY 23, 2023

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. Preliminary first-quarter GDP data.

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Zoe Financial

AUGUST 28, 2023

Macro data: New home sales reached highest lever since July 2022 despite seeing highest mortgage rates in years. Ready to Grow Your Wealth? Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. When it comes to next week: Core PCE data.

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Zoe Financial

SEPTEMBER 18, 2023

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. Looking forward to next week: Housing start data for August. FOMC meeting on Wednesday.

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Random Roger's Retirement Planning

MAY 11, 2023

Investing is about having patience, that is where the most success comes from. I would say Portfolio 1 was close most years but there were a couple where it really lagged 60/40 and much of the long term outperformance can be attributed to outperforming 60/40 by 23 percentage points in 2022.

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Zoe Financial

JUNE 19, 2023

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. PMI for manufacturing and services.

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Zoe Financial

AUGUST 22, 2023

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. Chairman Powell will give his introductory speech at Jackson Hole.

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Zoe Financial

AUGUST 14, 2023

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. Core inflation came in at 4.7. PPI rose 0.3% in July – above expectations.

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Zoe Financial

AUGUST 8, 2023

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. What to look out for this week: CPI and PPI for July data.

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Zoe Financial

MAY 14, 2023

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. April retails sales and expected earnings from a couple “proxies” for the economy.

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Zoe Financial

NOVEMBER 21, 2023

It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation.

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Zoe Financial

JULY 10, 2023

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. Producer Price Index – PPI. Stay tuned for next week. Have a good one.

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Zoe Financial

APRIL 3, 2023

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 market is expecting 4.3% year-over-year wage growth.

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Zoe Financial

SEPTEMBER 5, 2023

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 observations of industry trends should not be read as recommendations for stocks or sectors.

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Zoe Financial

SEPTEMBER 5, 2023

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 observations of industry trends should not be read as recommendations for stocks or sectors.

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Zoe Financial

MARCH 27, 2023

Look forward to 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 are for 4.7 year-over-year growth.

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Zoe Financial

MAY 1, 2023

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. On Friday we will see the employment data for April.

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Zoe Financial

JULY 17, 2023

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. June retail sales and housing market data. Stay tuned for next week. Have a good one.

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Zoe Financial

APRIL 17, 2023

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 observations of industry trends should not be read as recommendations for stocks or sectors.

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Zoe Financial

MARCH 6, 2023

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. Job openings. February labor report on Friday.

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Zoe Financial

JULY 24, 2023

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. PCE inflation data comes out this week. Stay tuned for next week. Have a good one.

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Zoe Financial

FEBRUARY 6, 2023

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. The observations of industry trends should not be read as recommendations for stocks or sectors.

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Zoe Financial

MARCH 20, 2023

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. – Andres Check out our webinar on the Silicon Valley Bank’s collapse here.

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Zoe Financial

JULY 31, 2023

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. Will give us a sense on how inflation might look in the coming months.

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WiserAdvisor

AUGUST 8, 2022

For instance, a house or car is not considered when ascertaining their net worth, but stock market investments, cash, and virtual assets like cryptocurrencies are. Managing vast sums of money, and investments like venture capital, non-fungible tokens (NFTs), and others, can be confusing. Certified Private Wealth Advisor (CPWA).

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Zoe Financial

JANUARY 30, 2023

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. As of now they have forecasted that interest rates will hike up to 5%. Stay tuned for next week.

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Zoe Financial

JANUARY 23, 2023

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. December’s Personal Consumption Expenditure (PCE) price index comes out on Friday. Stay tuned for next week.

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