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. .”

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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. Actual economic or market events may turn out differently than anticipated.

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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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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

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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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 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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