Zoe Financial

NOVEMBER 6, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA November 6, 2023 Watch Time: 2.5 Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Actual economic or market events may turn out differently than anticipated. Nasdaq was up 6.6%

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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

OCTOBER 2, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA October 2, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! Economic Snapsot: Influence coming from the Fed communicating interest rates may keep hiking. The Stock Market: The S&P 500 was down 0.7%. For the quarter it was down 3%.

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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! Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. The Stock Market: The S&P 500 was up 1% for the week.

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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! Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Nasdaq was up 2.5% 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% The Stock Market: The S&P 500 was up 1.6% for the week. What’s going on beneath the surface? in April.

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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. The Stock Market: The S&P 500 was up and so was Nasdaq. S&P 500 was up 0.8%

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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. The Stock Market: The S&P 500 was down and so was Nasdaq. S&P 500 was down 2.1% this past week. for the week.

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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. The Stock Market: The S&P 500 was up 1% for the week. It’s up 19.3%

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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. The Stock Market: The S&P 500 was down and so was Nasdaq. S&P 500 was down 0.3% for the week. for the week.

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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. The Stock Market: The S&P 500 was down and so was Nasdaq. government credit rating. We had mixed data for jobs and wages.

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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 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. The Stock Market: The S&P was down over 1% for the week. It’s up close to 15% year-to-date.

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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. The Stock Market: The S&P 500 was up 1.8% for the week.

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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%

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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% The Stock Market: The S&P 500 was up 0.7% for the week. It’s up 18% year-to-date. centrally flat. month-over-month.

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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 minutes Transcript: Welcome to this week’s Wealth Management Digest. And then the second one is that LPL launches their W2 model for high-net-worth advisors. We’ll cover two topics today.

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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% The S&P 500 was down 0.2% (essentially didn’t move). Low volatility. year-over-year growth for April.

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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

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

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. The S&P 500 was up roughly 2% by mid-day Friday March, 17th. The bond market has been very volatile.

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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%. The Stock Market: The S&P was up 2.6% for the week, that makes it, 14.8% year-to-date.

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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. Tesla, AT&T, Verizon, Boeing, IBM, Visa, and Mastercard, among many others, are reporting on earnings.

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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. He’s a referral coach for top advisors, a bestselling author, a hall-of-fame keynote speaker, and one of Indigo’s top mentors. Joshua Brown is a financial advisor and the CEO of Ritholtz Wealth Management.

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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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Harness Wealth

MARCH 24, 2023

In 2023, Stripe raised $6.5 However, the 83(b) election carries risks and should be carefully considered with the help of a financial advisor. Sign up today to get started, and get matched with your Harness Wealth advisor today. Tax services provided through Harness Tax LLC.

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Fortune Financial

APRIL 13, 2022

One process that continues to gain traction is known as deep sea mining, a type of mining that is likely to have an effect on both our economic development and the environment. . Talk with your Wealth Advisor about your mathematical risk, or the probability outcomes of the investment. . What is Deep Sea Mining? Risk Assessment.

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WiserAdvisor

JANUARY 27, 2023

2023 may see several changes with respect to retirement plans, Social Security, etc., Consider consulting with a wealth advisor who can guide you on how to preserve as well as increase your wealth in 2023. HNW wealth management – Tips for 2023 1. They can buy low and sell high to lock in gains.

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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. The Stock Market: The S&P was down 1.7% for the week. Nasdaq was down even more, 1.4%

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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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