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Market Drama

Zoe Financial

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 8, 2023 Watch Time: 4 minutes Welcome to this week’s Market Drama! First quarter 2023 earnings are now tracking toward negative 4.5% (the market was expecting even worse numbers). Ready to Grow Your Wealth? The S&P 500 was up 1.9

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Reddit IPO: Planning ahead for 2023

Harness Wealth

Reddit is planning an IPO for the second half of 2023. Though these numbers may seem impressive on their own, Reddit still lags far behind other social platforms like Facebook, Snapchat, Twitter, and others, whose advertising revenues all already surpass $1 billion per quarter. When will Reddit go public?

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The Comprehensive Guide to Understanding and Navigating the Alternative Minimum Tax (AMT)

Harness Wealth

The Alternative Minimum Tax (AMT) is an aspect of the US tax code designed to ensure that individuals pay a minimum amount of tax. AMT was introduced in 1969 in response to high-income Americans taking advantage of loopholes in the tax code to bring their taxable income to zero. How is AMT Calculated?

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Market Drama

Zoe Financial

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA September 25, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! We expect this number to keep coming down. 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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Market Drama

Zoe Financial

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA June 5, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! May’s payrolls number came in better than expected. Ready to Grow Your Wealth? The Stock Market: The S&P 500 was up 1.8% for the week. Wages data also came out – 4.3%

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Market Drama

Zoe Financial

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. Ready to Grow Your Wealth? The Stock Market: The S&P 500 was down 0.7%. For the quarter it was down 3%.

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Market Drama

Zoe Financial

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. Ready to Grow Your Wealth? The Stock Market: The S&P 500 was up and so was Nasdaq. for the week.