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Financial Advisor Showcase: FSC Wealth Advisors

FMG

MAY 22, 2023

For our latest Financial Advisor Website Showcase, we are joined by James. M Comblo, CEO of FSC Wealth Advisors. FSC Wealth Advisors was started by my grandfather in the 60s, and my uncle took over in the 80s. Initially, I didn’t plan to become an advisor. Tell us about your firm. What is your story?

Wealth Advisor Financial Advisor Clients Planning

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Market Drama

Zoe Financial

APRIL 23, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 24, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Economic Data: The Philadelphia Fed manufacturing index came out in the week and showed a greater contraction than expected – the market did not like that.

Marketing Marketing Financial Advisor Wealth Advisor

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Webinars

Elevating Accounting Practices: The Power of Outsourcing and Automation in the Digital Age

Trending Sources

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Market Drama

Zoe Financial

MAY 8, 2023

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). The S&P 500 was up 1.9 Nasdaq was up 2.3%

Marketing Marketing Financial Advisor Wealth Advisor

Webinars

Elevating Accounting Practices: The Power of Outsourcing and Automation in the Digital Age

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How to Create a Financial Advisor Blog (In 5 Steps)

FMG

MARCH 22, 2023

Whether advisors want to boost their SEO, increase site traffic, or generate leads, blogs always help. In fact, 69% of businesses say that their blogs are what gives them the most lead generation. In addition, 60% of companies that blog see higher customer acquisition. Your goals: What’s the objective of your blog?

Financial Advisor

Financial Advisor Engineering Wealth Advisor Retirement

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Financial Advisor Website Showcase: Navis Wealth Advisors

FMG

JULY 14, 2022

For today’s Advisor Website Showcase, we are joined by Letizia Carlisto of Navis Wealth Advisors. Making use of FMG’s website engine, Navis Wealth Advisor took aim at creating a website themed around its logo – the compass. Modernize Your Website. How do you go about managing your social media?

Wealth Advisor Financial Advisor Media Clients

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Market Drama

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! 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 almost 1%.

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

Zoe Financial

SEPTEMBER 25, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA September 25, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! The Stock Market: The S&P 500 was down 2.9%. Nasdaq was down 3.6% for the week. The Federal Reserve released the September statement along with the dot plot.

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

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! The Stock Market: The S&P 500 was down 0.7%. For the quarter it was down 3%. Nasdaq was down 6% for September. Bad quarter but still a good year.

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

Zoe Financial

SEPTEMBER 11, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA September 11, 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. Bond Market Yield curve, steepened from very low levels. S&P 500 was up 1.3% for the week.

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

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! The Stock Market: The S&P 500 was essentially flat, down 0.2%. Nasdaq was down 0.4% for the week. Oil was up 4% for the week, 13.5% year-to-date.

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

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. S&P 500 was up 0.8% this past week. Nasdaq was up 2.3% for the week. Dow Jones was down 0.4%.

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

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! The Stock Market: The S&P 500 was up 2.2% Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

Marketing Marketing Wealth Management Financial Advisor

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Market Drama

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.

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

Zoe Financial

NOVEMBER 6, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA November 6, 2023 Watch Time: 2.5 minutes Welcome to this week’s Market Drama! The Stock Market: The S&P 500 was up close to 6%, 13.5%. What’s driving the bond and equity market? Economies and markets fluctuate. for the week.

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

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. S&P 500 was down 0.3% for the week. Nasdaq was down 1.9% for the week.

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

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.

Marketing Marketing Wealth Management Financial Advisor

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Market Drama

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. The sell-off in stocks and bonds came in the back of Fitch downgrading the U.S. government credit rating.

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

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. S&P 500 was up 2.5% Nasdaq was up 3.2% for the week. Treasury bond yields fell (bond prices went up).

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

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. S&P 500 was up 2.5% Nasdaq was up 3.2% for the week. Treasury bond yields fell (bond prices went up).

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

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%

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

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! The Stock Market: The S&P 500 was down 0.2%. What was driving both the stock and bond market action? The bond yields continue to rise for the treasury market.

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

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.

Marketing Marketing Wealth Management Financial Advisor

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Market Drama

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. Economies and markets fluctuate. Nasdaq was down 0.2%.

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

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.

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

Zoe Financial

JUNE 12, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA June 12, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! The Stock Market: The S&P was up 0.4% Bull market territory. for the week. It is now up 12% for the year. In fact, it’s up 20% from it’s mid October lows.

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

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% Economies and markets fluctuate. for the week.

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

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% for the week. May was fairly flat at 0.4%, but year-to-date at 11.5%.

Marketing Marketing Financial Advisor Tax Planning

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Market Drama

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.

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

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! The market is expecting 4.3% Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan.

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

Zoe Financial

MARCH 27, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA March 27, 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 1.4%.

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

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. It’s up 19.3%

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

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.

Marketing Marketing Financial Advisor Economics

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Market Drama

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

Marketing Marketing Financial Advisor Tax Planning

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Market Drama

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! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. Low volatility.

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

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! 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 0.8%

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

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! Stock Market: S&P 500 was up 1.6% What drove this market action? Financial Advisor: What Are Your Goals & Who Will Help You Get There? for the week.

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

Zoe Financial

FEBRUARY 20, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA February 20, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! Stock Market: The S&P 500 fell 0.28%. What drove this market action? (1) Dow Jones was also down. Nasdaq was up for the week.

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

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% for the week, that makes it, 14.8% year-to-date. Nasdaq was up even more, 3.2% last week, 30% year-to-date.

Marketing Marketing Financial Advisor Education

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Market Drama

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%

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

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! 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 almost 1%.

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

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. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan.

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

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! Nasdaq was up 4.7%, which tells you the riskier part of the stock market rallied more. The S&P 500 was up 2.2% Currently it is up 6.4% for the year. Stay tuned for next week.

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

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! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan.

Marketing Marketing Financial Advisor Wealth Advisor

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Market Drama

Zoe Financial

FEBRUARY 13, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA February 13, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! The Fed: There was a speech that Fed Chairman Powell gave last Tuesday that drove the market lower. The S&P 500 was down 1%. Nasdaq was down 2.4%. prior month was 5.7.

Marketing Marketing Financial Advisor Wealth Advisor