Nerd's Eye View
APRIL 10, 2024
Financial advicers are intimately familiar with the phrase, "Past results are not indicative of future performance." However, Edward McQuarrie, author of the 2023 study "Stocks for the Long Run? Finally, over time, regime changes have also lowered the overall risk of equity investing.
James Hendries
DECEMBER 13, 2022
LPL Research’s Outlook 2023: Finding Balance is our guide to how the readjustments in the economy and markets may impact you in the coming year. Those are the times when sound financial advice is more valuable than ever, as it helps us find our center, remember our plan, and stay focused on our goals. View the Digital Version.
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James Hendries
DECEMBER 7, 2022
If 2022 was about recognizing imbalances that had built in the economy and starting to address them, we believe 2023 will be about setting ourselves up for what comes next as the economy and markets find their way back to steadier ground—even if the adjustment period continues. The economic forecasts may not develop as predicted.
Zoe Financial
APRIL 23, 2023
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 24, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Economic Data: The Philadelphia Fed manufacturing index came out in the week and showed a greater contraction than expected – the market did not like that.
Zoe Financial
MAY 8, 2023
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 8, 2023 Watch Time: 4 minutes Welcome to this week’s Market Drama! Economic Data: April’s growth came in at 253,000, above expectations. We believe financial advice should come from unbiased and certified professionals.
James Hendries
DECEMBER 12, 2022
If 2022 was about recognizing imbalances that had built in the economy and starting to address them, we believe 2023 will be about setting ourselves up for what comes next as the economy and markets find their way back to steadier ground—even if the adjustment period continues. Please contact your financial advisor with questions.
Zoe Financial
NOVEMBER 20, 2023
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA November 20, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Economic Data – Stock rally attributes: Core CPI data came out better than expected. Actual economic or market events may turn out differently than anticipated.
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