International College of Financial Planning

JUNE 17, 2025

Introduction to GIFT City and Its Legal-Economic Status The Gujarat International Finance Tech-City, commonly referred to as GIFT City, is a landmark initiative by the Government of India aimed at creating a world-class financial centre within the country.

Compliance

Zoe Financial

MARCH 3, 2025

Economic Update: Retail Sales: Weaker than expected in January. Economic Surprise Index: Declined over the last 4-5 weeks from high levels. Outlook: Economy is in a soft patch, but if policy and geopolitical risks remain stable, markets could digest recent volatility. Economies and markets fluctuate.

Marketing

Zoe Financial

MARCH 10, 2025

Economic Update: Tariffs & Consumption Impact: Proposed tariffs would affect 18% of U.S. Market Uncertainty: Investors are weighing whether this is a market correction or early signs of a recession as economic data shifts. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only.

Marketing

Zoe Financial

JUNE 16, 2025

Economic Update: Inflation (March): CPI: ~2.4%, lower than expected. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Economies and markets fluctuate. Find your financial advisor matches. Find An Advisor

Marketing

Zoe Financial

NOVEMBER 11, 2024

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

Zoe Financial

JUNE 23, 2025

Economic Update: Fed Meeting: Rates held steady. Overall Picture : The economy is showing steady, if slow, growth. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

Marketing

Carson Wealth

FEBRUARY 4, 2025

On one side are the proponents of trickle-down economics, who believe that keeping taxes low enables the affluent to invest more money in ways that create jobs and grow the economy. Your tax or financial advisor can help you determine the best strategies for your situation. This isnt an exhaustive list.

Risk Management

Zoe Financial

JANUARY 6, 2025

Will the economy avoid a recession? PMI and ISM data will offer an overall snapshot of the economys performance. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

Marketing

Zoe Financial

JANUARY 13, 2025

Economic Update: When economic data comes in hotter than expected: Stock markets tend to sell off. Fed Rate Cuts Outlook : Expectations for further rate cuts have decreased as the economy remains strong. A reaccelerating economy supports continued earnings growth, benefiting the market overall. Down 1% for the year.

Marketing

Zoe Financial

FEBRUARY 3, 2025

Economic Update: Q4 Real GDP: Grew 2.3% 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.

Marketing

Zoe Financial

APRIL 21, 2025

Economic Update: Fed Outlook: Chair Powell: The Fed will remain patient on rate cuts. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Economies and markets fluctuate. Find your financial advisor matches.

Marketing

Zoe Financial

DECEMBER 9, 2024

Economic Updates: Payroll data: 227k new jobs added, above 220k expected. If earnings continue to grow steadily, inflation decelerates, and economic growth is maintained, the market could rally further with no immediate signs of a recession. Economies and markets fluctuate. Find your financial advisor matches.

Marketing

Zoe Financial

JUNE 9, 2025

Economic Update: Jobs Report: Payrolls: rose 139,000; unemployment steady at 4.2%. Markets now expect the first cut in the fall as the economy remains steady. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. Economies and markets fluctuate. Find your financial advisor matches.

Marketing

Discipline Funds

JANUARY 21, 2025

No economy in the world does a better job of getting capital into the places where it can be most efficiently utilized. This is, arguably, one of the stark differences between the US economy and the rest of the world and why the USA has performed so much better over the last 20 years.

Marketing

The Big Picture

APRIL 8, 2025

But let’s start with your background in your career, applied mathematics and economics from Brown and then a Harvard MBA. And so, you know, what made Merrill extraordinarily special were the financial advisors who were just spectacular, to your point, the thundering hurt. 00:01:58 [Speaker Changed] I’m just old.

Asset Allocation

Zoe Financial

MARCH 24, 2025

Economic Update: Federal Reserve: Held rates steady at 4.25%4.50% Cited rising uncertainty around the economic outlook due to tariffs and slowing growth. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. 4.50% (as expected).

Marketing

Zoe Financial

FEBRUARY 24, 2025

Economic Update: Walmart Earnings : Reported lower-than-expected sales guidance, indicating potential weakness in U.S. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Economies and markets fluctuate. for the year.

Marketing

Zoe Financial

NOVEMBER 18, 2024

Economic Updates: October Consumer Price Index (CPI) came in at 2.6%. economy, comments from Federal Reserve Chairman suggest they may not lower interest rates as quickly as previously anticipated. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

Marketing

Zoe Financial

NOVEMBER 25, 2024

Economic Updates: Jobless Claims: stronger-than-expected claims, driving positive momentum for the end of the week. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

Marketing

Bell Investment Advisors

JUNE 27, 2025

From Policy to Portfolio: The Economic Impact of Tariffs On Thursday, June 26 th at 12pm Pacific Time, Financial Advisor Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for a 45-minute webinar that covered the following topics: Financial Market Returns The U.S. and global economic events.

Economics

Zoe Financial

JANUARY 20, 2025

Economic Update: Core CPI: Dropped to 3.2% 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.

Marketing

The Big Picture

APRIL 29, 2025

You get a bachelor’s in economics from Colgate and then an MBA in finance from NYU Stern. I was an economics and English major. Or are we gonna see cuts because the economy is beginning to slow? So let’s start with your background. Sounds like you had been thinking about finance as a career right from the start.

Management

SEI

JUNE 25, 2025

Featured Who we serve right-arrow arrow-sm-down left-arrow Back Who we serve We help our clients across financial services make confident decisions and power growth. The monetary policies of the major central banks are naturally aligned with the economic conditions of the economies they oversee. Federal Reserve (Fed).

Banking

Wealth Management

JULY 11, 2025

Those differences, politically and economically, took an explosive turn this year as the United States unequivocally declared its focus and preference for digital currencies over CBDCs via its current presidential administration. The underlying macroeconomic development is persistent, and inflation is increasing across the U.S.

Estate Planning

Zoe Financial

MAY 19, 2025

Economic Update: Inflation (April CPI): Headline: up 0.2% 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.

Marketing

Steve Sanduski

JULY 1, 2025

The globalization of the economy kept inflation low. The spending boom and then the retirement wave of the baby boomers kept the economy humming. My new podcast series, The Geopolitical Edge, will explore how the assumptions that shaped the last 40 years of world history and economic growth could be changing. The post Robert D.

Retirement

Zoe Financial

DECEMBER 16, 2024

Economic Updates: CPI Core data (excludes food & energy): rose by 0.3% Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Economies and markets fluctuate. Find your financial advisor matches.

Marketing

Zoe Financial

FEBRUARY 10, 2025

Financials have surged ~8% this year, while Tech remains down 1%. Economic Update: Tariff Uncertainty: Monday: Markets opened down 2% following President Trump’s announcement of a 25% tariff on imports from Canada and Mexico, plus 10% levies on Chinese imports. Economies and markets fluctuate. Ready to Grow Your Wealth?

Marketing

Zoe Financial

MAY 27, 2025

Economic Update: Bond Yields: 30-year Treasury yield rose above 5%, highest since 2023. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Economies and markets fluctuate. Find your financial advisor matches.

Marketing

Wealth Management

MAY 13, 2025

Even before President Donald Trumps recent trade agreements, financial advisors were starting to feel a bit better over the health of equities and the economy.

Economics

Abnormal Returns

MAY 2, 2025

wsj.com) Economy The April NFP report showed a rise of 177k jobs and a 4.2% abnormalreturns.com) Longform links: economic surrealism. abnormalreturns.com) Are you a financial advisor? Then sign up for our weekly advisor-only newsletter. (frontofficesports.com) It take deep pockets to succeed in horse racing.

Transportation

The Big Picture

APRIL 21, 2025

Wall Street Journal ) but see Amazon Is Better Prepared for the Trade War Than Investors Think : The companys size and global reach give it muscles to flex even in a sour economy ( Wall Street Journal ) Bonds Are a Good Bet Again. Where to Find Yields of 6% or More. Ten funds to consider.

License

Zoe Financial

APRIL 28, 2025

Economic Update: Soft Data: Sentiment indicators continue to weaken. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Economies and markets fluctuate. Find your financial advisor matches. Find An Advisor

Marketing

Abnormal Returns

MAY 1, 2025

theatlantic.com) Economy Keep an eye on the labor market for signs of a recession. econbrowser.com) Earlier on Abnormal Returns Longform links: economic surrealism. abnormalreturns.com) Are you a financial advisor? Then sign up for our weekly advisor-only newsletter. Is this the beginning of a trend?

Engineering

Zoe Financial

JUNE 2, 2025

Economic Update: April PCE Inflation : up 2.5% 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.

Marketing

Wealth Management

MARCH 21, 2024

Financial advisors’ optimism over the economy and the markets ticked marginally up in February, dampened only by persistent inflation and uncertainty over upcoming national elections.

Economics

Nerd's Eye View

JANUARY 3, 2024

The sentiment is especially poignant when it comes to economic forecasting, as it's nearly impossible to get an accurate picture of the current state of the economy at any given moment. As a result, uncertainty about how the economy may unfold, even along the shortest time frames, is the default.

Economics