Zoe Financial

OCTOBER 23, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA October 23, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! Economic Updates: Stronger than expected retail sales, 0.7% 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

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA October 16, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Economic Updates: Oil prices were up 6% for the week. 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

NOVEMBER 6, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA November 6, 2023 Watch Time: 2.5 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.

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Zoe Financial

OCTOBER 9, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA October 9, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! 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

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Zoe Financial

NOVEMBER 27, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA November 27, 2023 Watch Time: 1 minute Welcome to this week’s Market Drama! Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Nasdaq was up 0.9%

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Zoe Financial

OCTOBER 30, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA October 30, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Economic Updates: Strong third quarter GDP number – came in at 4.9% Actual economic or market events may turn out differently than anticipated. for the week.

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Zoe Financial

AUGUST 28, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA August 28, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Economic Data: The Fed, Powell’s speech: No big reveals or shift in expectations. We believe financial advice should come from unbiased and certified professionals.

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Zoe Financial

AUGUST 22, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA August 22, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Economic Data: July retail sales came in better than expected. We believe financial advice should come from unbiased and certified professionals. S&P 500 was down 2.1%

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Zoe Financial

AUGUST 14, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA August 14, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Economic Data: Macro is doing much better than people expected. We believe financial advice should come from unbiased and certified professionals. for the week.

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Zoe Financial

MAY 23, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 23, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Economic Data: Leading Economic Index (LEI) fell 0.6% We believe financial advice should come from unbiased and certified professionals. for the week. in April.

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Zoe Financial

AUGUST 8, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA August 8, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! Economic Data: Slow hiring this Summer from U.S. We believe financial advice should come from unbiased and certified professionals. government credit rating.

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Zoe Financial

NOVEMBER 13, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA November 13, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Nasdaq was up 2.5%

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Zoe Financial

JULY 10, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA July 10, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! Economic Data: Payroll’s data could have driven the markets to sell-off. We believe financial advice should come from unbiased and certified professionals.

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Zoe Financial

SEPTEMBER 5, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA September 5, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! 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.

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Zoe Financial

SEPTEMBER 5, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA September 5, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! 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.

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Zoe Financial

JULY 31, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA July 31, 2023 Watch Time: 4 minutes Play Video Welcome to this week’s Market Drama! Economic Data: What drove the markets last week? Economic growth remains resilient. We believe financial advice should come from unbiased and certified professionals.

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Zoe Financial

JUNE 5, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA June 5, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! Economic Data: Last week we saw the debt ceiling resolution in Washington, great news. We believe financial advice should come from unbiased and certified professionals.

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Zoe Financial

JULY 17, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA July 17, 2023 Watch Time: 4 minutes Welcome to this week’s Market Drama! Economic Data: Expectations for the Fed to cut interest rates in March of 2024, rather than in May of 2024. The Stock Market: The S&P 500 was up 2.4% for the week.

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Zoe Financial

APRIL 17, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 17, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Economic Data: March core CPI hit expectations of 5.6% Find An Advisor Recent Blogs Market Drama April 17, 2023 Retiring Abroad? The S&P 500 was up 0.8% week over week.

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Indigo Marketing Agency

DECEMBER 19, 2022

That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. 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%. Bill Cates. Aaron Klein.

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Zoe Financial

JULY 24, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA July 24, 2023 Watch Time: 4 minutes Play Video Welcome to this week’s Market Drama! Economic Data: Retail sales were up 0.2% We believe financial advice should come from unbiased and certified professionals. for the week. centrally flat.

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Zoe Financial

MAY 14, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 15, 2023 Watch Time: 4 minutes Welcome to this week’s Market Drama! Economic Data: Core CPI came in as expected at 5.5% We believe financial advice should come from unbiased and certified professionals. Low volatility.

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Zoe Financial

FEBRUARY 6, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA February 6, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! 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.

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Zoe Financial

MARCH 20, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA March 21, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Leading Economic Index (LEI) fell for its 11th straight month. We believe financial advice should come from unbiased and certified professionals.

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Zoe Financial

MAY 1, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 1, 2023 Watch Time: 4 minutes Welcome to this week’s Market Drama! Economic Data: Inflation data – The core CPE index came in as expected at 4.6% Earnings: The first quarter of the 2023 earnings season is more than halfway done.

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Zoe Financial

JUNE 19, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA June 20, 2023 Watch Time: 5 minutes Welcome to this week’s Market Drama! Economic Data: Producer Price Index (PPI) declined month over month by 0.3%. We believe financial advice should come from unbiased and certified professionals.

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Zoe Financial

NOVEMBER 21, 2023

The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA November 22, 2023 Watch Time: 2.5 Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. We’ll cover two topics today.

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Zoe Financial

JANUARY 23, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA January 23, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! We’ll see how economic activity’s looking for the month of January so far. We believe financial advice should come from unbiased and certified professionals.

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Zoe Financial

NOVEMBER 13, 2023

The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA November 14, 2023 Watch Time: 3 minutes Transcript : Welcome to this week’s Zoe’s Wealth Management Digest. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

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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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Zoe Financial

JUNE 26, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA June 26, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Economic Data: On the positive side: Housing starts for May came in much better than expected. We believe financial advice should come from unbiased and certified professionals.

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Zoe Financial

NOVEMBER 9, 2023

The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA November 9, 2023 Watch Time: 3 minutes Transcript : All right, so let’s start with the first one here: President Biden’s junk fee crackdown. Actual economic or market events may turn out differently than anticipated.

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Sara Grillo

NOVEMBER 14, 2022

Financial advisors have many options at their hands to solve it, from financial planning and investment management services to fixed products such as annuities. And if you want to join the right for higher ethics in financial advice, join the Transparent Advisor Movement. January 11 th , 2023.

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