Zoe Financial

AUGUST 22, 2023

Economic Data: July retail sales came in better than expected. Stay tuned for next week. – Andres 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. for the week.

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Zoe Financial

OCTOBER 23, 2023

Economic Updates: Stronger than expected retail sales, 0.7% Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Actual economic or market events may turn out differently than anticipated. month-over-month growth.

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Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

AUGUST 14, 2023

Economic Data: Macro is doing much better than people expected. Stay tuned for next week. – Andres 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. PPI rose 0.3%

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Zoe Financial

OCTOBER 16, 2023

Economic Updates: Oil prices were up 6% for the week. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

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Zoe Financial

AUGUST 8, 2023

Economic Data: Slow hiring this Summer from U.S. Stay tuned for next week. – Andres 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. Ready to Grow Your Wealth?

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Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

NOVEMBER 27, 2023

Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. 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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Zoe Financial

MAY 23, 2023

Economic Data: Leading Economic Index (LEI) fell 0.6% Stay tuned for next week. – Andres 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. in April.

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Zoe Financial

JULY 10, 2023

Economic Data: Payroll’s data could have driven the markets to sell-off. Andres 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. Ready to Grow Your Wealth?

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Zoe Financial

OCTOBER 9, 2023

Economic data we can point to this: September employment data came out and payroll gains came in at 336,000. Economic Snapsot: Average hourly earnings came in at 4.15 Long-term bonds try to give a proxy for inflation + real economic growth (nominal GDP growth). It was up 0.2% Unemployment rate held steady at 3.8%.

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Marketing Marketing Financial Advisor Economics 52

Zoe Financial

OCTOBER 30, 2023

Economic Updates: Strong third quarter GDP number – came in at 4.9% Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Actual economic or market events may turn out differently than anticipated. annualized growth.

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Zoe Financial

SEPTEMBER 5, 2023

Economic Data: In August, U.S. Stay tuned for next week. – Andres 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. Ready to Grow Your Wealth? for the week.

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Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

SEPTEMBER 5, 2023

Economic Data: In August, U.S. Stay tuned for next week. – Andres 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. Ready to Grow Your Wealth? for the week.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

JUNE 5, 2023

Economic Data: Last week we saw the debt ceiling resolution in Washington, great news. Stay tuned for next week. – Andres 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.

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Zoe Financial

NOVEMBER 13, 2023

Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Economies and markets fluctuate.

Marketing 52

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Zoe Financial

JULY 31, 2023

Economic Data: What drove the markets last week? Economic growth remains resilient. Stay tuned for next week. – Andres 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.

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Zoe Financial

JULY 17, 2023

Economic Data: Expectations for the Fed to cut interest rates in March of 2024, rather than in May of 2024. Andres 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.

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Zoe Financial

APRIL 17, 2023

Economic Data: March core CPI hit expectations of 5.6% Stay tuned for next week. – Andres 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. Ready to Grow Your Wealth?

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Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

MAY 14, 2023

Economic Data: Core CPI came in as expected at 5.5% Stay tuned for next week. – Andres 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. Ready to Grow Your Wealth?

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Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

FEBRUARY 6, 2023

On Tuesday, the Federal Reserve Chairman, Powell will have remarks before the Economic Club of Washington regarding disinflation and comments about their forecast for the economy this year. We believe financial advice should come from unbiased and certified professionals. Stay tuned for next week.

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Zoe Financial

JULY 24, 2023

Economic Data: Retail sales were up 0.2% Andres 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. Ready to Grow Your Wealth? centrally flat. month-over-month.

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Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

MARCH 20, 2023

Leading Economic Index (LEI) fell for its 11th straight month. 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. Ready to Grow Your Wealth?

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Zoe Financial

MAY 1, 2023

Economic Data: Inflation data – The core CPE index came in as expected at 4.6% Stay tuned for data on this week, next week. – Andres 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.

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Zoe Financial

JANUARY 23, 2023

We’ll see how economic activity’s looking for the month of January so far. Andres 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. Stay tuned for next week.

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Zoe Financial

JUNE 19, 2023

Economic Data: Producer Price Index (PPI) declined month over month by 0.3%. Stay tuned for next week. – Andres 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.

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Marketing Marketing Financial Advisor Education 52

Zoe Financial

NOVEMBER 21, 2023

Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. 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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Wealth Management Management Financial Advisor Wealth Advisor 52

Zoe Financial

NOVEMBER 13, 2023

Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. 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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Indigo Marketing Agency

DECEMBER 19, 2022

Lazetta Braxton is a CFP® professional and co-founder and co-CEO of 2050 Wealth Partners. Dorsainvil, CFP®, they are on a mission to provide access to financial planning for “the rest of us.” Lazetta believes that solid financial advice is not just for the 1%. He was named a Top 10 Advisor on Investopedia’s 100 list.

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Financial Advisor CFP Financial Services Education 116

Zoe Financial

JUNE 26, 2023

Economic Data: On the positive side: Housing starts for May came in much better than expected. Andres 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. for the week.

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Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

NOVEMBER 9, 2023

Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. 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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Wealth Management Management Financial Advisor Insurance 52

WiserAdvisor

JULY 24, 2022

Therefore, high-net-worth financial planning is a must for individuals belonging to high-income groups. If you are a high-net-worth individual and wish to learn about wealth preservation, tax-saving strategies, and management of large estates; engage the services of a wealth advisor who can advise you on the same.

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Financial Planning Planning Financial Planner Estate Planning 52

The Big Picture

OCTOBER 19, 2022

Well, first of all, we work with financial advisors of all types in the industry, non-Vanguard financial advisors, so you’ve got broker-dealers, independent registered investment advisors, RIAs and bank wealth advisors. Is this aimed at the advisor community? Who’s your focus?

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Sara Grillo

SEPTEMBER 26, 2022

Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Salaske: What is an investment advisor?

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CFP Financial Advisor Financial Planner Ethics 59