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! Core PCE inflation numbers were better than expected. We believe financial advice should come from unbiased and certified professionals. For the quarter it was down 3%.

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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! Expecting to see annualized GDP numbers – we will probably see 3% rather than 2%. 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! Total non-farm job numbers were 187,000 above expectations of 170,000. We believe financial advice should come from unbiased and certified professionals. for the week.

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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! Total non-farm job numbers were 187,000 above expectations of 170,000. 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! April jobs number was strong. 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

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% We believe financial advice should come from unbiased and certified professionals. for the week.

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Zoe Financial

APRIL 3, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 3, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! What to look out for this week: The big payroll number, the job data number on Friday. We believe financial advice should come from unbiased and certified professionals.

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Nerd's Eye View

JULY 25, 2022

Yet despite this – and perhaps even because of it – advisory firms are putting an ever-greater focus on financial planning in 2022, as a way to both show value to clients in the midst of difficult market returns, and, more broadly, to help clients navigate the current environment. A gap our Kitces Courses aim to fill!

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Zoe Financial

SEPTEMBER 18, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA September 18, 2023 Watch Time: 4 minutes Welcome to this week’s Market Drama! Retail sales numbers for August went up 0.6% We believe financial advice should come from unbiased and certified professionals. Nasdaq was down 0.4% for the week.

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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! This is the fourth consecutive month in which we’ve seen the wage growth number come down – big positive development. The Stock Market: The S&P 500 was up 0.5%.

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Zoe Financial

JANUARY 16, 2023

January 16, 2023 . The big headline number was CPI for December, which came in at 6.5% The big headline number was CPI for December, which came in at 6.5% When it comes to the inflation numbers, the core service number came in at a firm 0.5% Looking at this week: December headline retail sales number comes out.

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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! A couple numbers on the negative side: The University of Michigan, Consumer Sentiment Index tame in at a worse than expected 57.7 Low volatility. year-over-year growth for April.

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Zoe Financial

JANUARY 30, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA January 30, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! We had better than expected fourth quarter GDP numbers. In-line inflation numbers: Core PCE was up 4.4% In-line inflation numbers: Core PCE was up 4.4% for the year.

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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! Main reason for market enthusiasm has to do with the inflation numbers for June. We believe financial advice should come from unbiased and certified professionals.

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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! The S&P 500 fell 0.65% last week due to weaker-than-expected December retail sales and industrial production numbers. Google rallied after they made announcements on layoffs.

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Zoe Financial

MARCH 6, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA March 6, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Pending home sales had a robust number. 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

DECEMBER 12, 2022

The University of Michigan Consumer Sentiment came out with their December numbers and it was up to 59.1. We get November CPI numbers on Tuesday. for the overall number and 6.1% Since consumption accounts for 68% of GDP, this number will be very important. January 16, 2023. January 12, 2023. Market Drama.

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Zoe Financial

JANUARY 9, 2023

January 10, 2023 . due to the better-than-expected December jobs number. 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. January 16, 2023. January 12, 2023.

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Zoe Financial

DECEMBER 16, 2022

We had November CPI numbers out and they were better than expected. 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. January 16, 2023. January 12, 2023.

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Fortune Financial

APRIL 11, 2024

Diligent oversight and management of these retirement accounts is essential for anyone aiming to build a solid financial foundation for a comfortable and secure retirement. We suggest you work with an advisor to confirm the money is being sent to the receiving financial institution and doesn’t land in your personal account first.

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The Big Picture

MAY 9, 2024

At least one person1 has noticed the risks to young consumers of social media: Since August 2020, @TikTokInvestors has been curating the most outrageous money-losing and dangerous videos culled from the “financial experts” at TikTok. The advice ranges from wrong to risky to criminal: -401ks? Not if you spend tax season on a boat!

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Harness Wealth

JUNE 9, 2023

While it may seem like a luxury that is only available to the wealthy, anyone is capable of building an effective financial plan and putting it into action. Without effective personal financial management, you risk losing money to poor budgeting, poor tax planning, or even just to inflation.

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Sara Grillo

AUGUST 14, 2023

I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. Why is the fiduciary standard important in financial advice? What is a conflict of interest in financial advice?

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Walkner Condon Financial Advisors

JUNE 2, 2023

CFP Board certificant data makes one thing clear: “the issue of the low number of women CFP® professionals is primarily a problem of attraction, and not one of retention. According to Her Money , more people are seeking professional financial advice, creating greater opportunities for more women to enter the field.

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Sara Grillo

APRIL 10, 2023

What we’ve seen in 2022 is that there were a number of hacks. Sara G Biographies Scott Salaske Scott Salaske is the founder and CEO of Firstmetric, a flat fee financial advisor firm in Troy, Michigan. Wright: It’s still illegal to launder money it’s that the regulators don’t have the capability to intercept.

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Sara Grillo

MARCH 13, 2023

This episode we’re going to be talking about 2023 ETF trends and I thrilled to have some of industry’s most knowledgeable people here to rap about it all: Nate Geraci , host of ETF Prime podcast and President of the ETF Store, and Phil Bak , founder of Armada ETFs. Will 2023 be the year for physical gold ETFs? from the seller.

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Sara Grillo

MAY 8, 2023

They go crazy and paint it with BS statements like: Tax-free guaranteed income Can’t lose money asset Upside potential with downside protection Privatized banking Be your own bank Remember that there is a floor to the crediting rate, but that doesn’t mean you can’t lose money. Here’s why that stinks.

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eMoney Advisor

MAY 25, 2023

Applying Financial Psychology in Your Practice The Psychology of Financial Planning , a guidebook developed by the CFP Board, highlights that money has a powerful influence on power dynamics for couples: “Adjusting for power dynamics has served as a powerful tool for financial planners and their clients.” Francis, Stacy.

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Good Financial Cents

APRIL 19, 2023

The term “turnkey” means the numbers have been crunched, the home may have been rehabbed, and may already include tenants! Betterment is great at reducing any taxes you have to pay on your investments, and they work with you to give you the best financial advice through their algorithms.

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The Big Picture

MAY 16, 2023

Uh, Fred said to give me your number.” ” (LAUGHTER) And he goes, and then he goes like this and tell Fred not to give up my (EXPLETIVE) phone number anymore. LINDZON: Lesson number two. And they go, what’s street.com’s number. He goes, Hey, uh, “Hey, it’s Howard. ” I do the pitch.

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