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! The Stock Market: The S&P 500 was up 0.4%. The Bond Market Treasury yields have gone up significantly. Economic Updates: Oil prices were up 6% 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! The Stock Market: The S&P 500 was up 0.5%. We had a couple weeks in a row of negative stock market performance. The Bond Market Yield continued to rise.

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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! The Stock Market: The S&P 500 was up 1% for the week. Very quiet in the oil and treasury markets because of Thanksgiving. Economies and markets fluctuate.

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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! The Stock Market: The S&P 500 and Nasdaq were down roughly 2.5% Economic Updates: Strong third quarter GDP number – came in at 4.9% Economies and markets fluctuate.

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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! The Stock Market: The S&P 500 was up close to 6%, 15% for the year. Economies and markets fluctuate. Nasdaq was up 2.5% 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! The Stock Market: The S&P 500 was up and so was Nasdaq. Economic Data: The Fed, Powell’s speech: No big reveals or shift in expectations. this past week.

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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! The Stock Market: The S&P 500 was down and so was Nasdaq. There is a pullback, the question is: will we have a bear market? S&P 500 was down 2.1% for the week.

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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! The Stock Market: The S&P 500 was down and so was Nasdaq. Economic Data: Macro is doing much better than people expected. S&P 500 was down 0.3% 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! The Stock Market: The S&P 500 was down and so was Nasdaq. Economic Data: Slow hiring this Summer from U.S. government credit rating. year-over-year. year-over-year.

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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! The Stock Market: The S&P 500 was up and so was Nasdaq. Economic Data: In August, U.S. S&P 500 was up 2.5% Nasdaq was up 3.2% 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! The Stock Market: The S&P 500 was up and so was Nasdaq. Economic Data: In August, U.S. S&P 500 was up 2.5% Nasdaq was up 3.2% 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! The Stock Market: The S&P 500 was up 1% for the week. Economic Data: What drove the markets last week? The market is pricing. year-to-date.

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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! The Stock Market: The S&P 500 was up 1.6% Economic Data: Leading Economic Index (LEI) fell 0.6% for the week. What’s going on beneath the surface?

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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! The Stock Market: The S&P was down over 1% for the week. Economic Data: Payroll’s data could have driven the markets to sell-off. Wages came in at 4.4%

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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! The Stock Market: The S&P 500 was up 2.4% Main reason for market enthusiasm has to do with the inflation numbers for June. June retail sales and housing market data.

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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! The Stock Market: The S&P 500 was up 1.8% Economic Data: Last week we saw the debt ceiling resolution in Washington, great news. for the week.

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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! The Stock Market: The S&P 500 was up 0.7% We’ve seen the stock market rally off the October bear market lows. for the week. centrally flat.

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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

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! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. The S&P 500 was up 1.6%

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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! The Stock Market: The S&P was up 2.6% Economic Data: Producer Price Index (PPI) declined month over month by 0.3%. for the week, that makes it, 14.8% year-to-date.

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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! The bond market has been very volatile. Leading Economic Index (LEI) fell for its 11th straight month. The S&P 500 was up roughly 2% by mid-day Friday March, 17th.

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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% The S&P 500 was up almost 1%. Nasdaq is now up 17% year-to-date. 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. The January Global Composite Purchasing Managers Index (PMIs) comes out on Tuesday.

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Zoe Financial

NOVEMBER 21, 2023

Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Economies and markets fluctuate. Actual economic or market events may turn out differently than anticipated. Facts presented have been obtained from sources believed to be reliable.

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Indigo Marketing Agency

DECEMBER 19, 2022

We recommend listening to his Top Advisor Podcast to hear some of his insights and recommendations. You can also sign up for the free workshop webinar, How to Choose Your Niche & Create a Radically Relevant Marketing Message , he hosted with Indigo founder, Claire Akin. Steve Sanduski. Samantha Russell. Michael Kitces. Grace Gong.

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Zoe Financial

NOVEMBER 13, 2023

This excludes market appreciation and M&A and that kind of noise. They spend on marketing not just 2% of revenue but 10% or 15% of revenue. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Economies and markets fluctuate.

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Validea

FEBRUARY 10, 2023

Opportunities are cropping up in Europe, Japan and emerging markets, though each manager had different ideas of where they would put the hypothetical $10,000 Bloomberg gave them to work with. And stocks are cheap, with the emerging markets index trading at a 20-year low compared to the U.S. annualized over 10 years.

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International College of Financial Planning

OCTOBER 26, 2023

Marketing Their Craft: To spread their expertise, financial advisors also wear the hat of marketers, showcasing their services and expanding their reach. For every aspiring CFP® student, remember being a financial advisor is not just about money; it’s about making dreams come true, one financial plan at a time.

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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! The Stock Market: The S&P was down 1.7% Economic Data: On the positive side: Housing starts for May came in much better than expected. for the week. for the week.

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FMG

APRIL 6, 2023

RX Wealth Advisors RX Wealth Advisors have a clean logo using dark blue and orange, a standard, reliable palette. Total Wealth Advisors The same orange and blue color palette is used in the Total Wealth Advisors logo. Combining several of them to make their logo more memorable and interesting.

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Zoe Financial

NOVEMBER 9, 2023

FCash’s current yield is 2.26, which is much lower than other money market options out in the marketplace. versus what’s out in the market at 5%. But now, Fidelity will be much lower than what market rates would give you in a money market currently. Economies and markets fluctuate.

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Sara Grillo

SEPTEMBER 26, 2022

For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” . Salaske: What is an investment advisor?

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AdvisorPR

OCTOBER 29, 2020

The looming US presidential election is already prompting investors and wealth managers to reshuffle portfolios. To consider how wealth advisors ought to speak to clients in this period is Alana Kohl, president of AdvisorPR , a public relations firm that focuses on the financial advisory sector. Here’s how.

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