The Big Picture

SEPTEMBER 21, 2022

Don’t Take Financial Advice From Kanye West : Nothing fails quite like success. You could argue the more successful you become, the more advice you should seek from others. If nothing else, it’s good to hear from a wide range of sources to ensure you don’t get too full of yourself. ( Of Dollars And Data ). • Bloomberg ). •

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Nerd's Eye View

SEPTEMBER 12, 2023

In this episode, we talk in-depth about why Jason built Altruist as a solution to help RIAs based on his own experience as an engineer, RIA owner, and TAMP owner, to leverage the economics being an RIA custodian in order to offer advisors their core investment systems at a lower cost, how Jason leveraged many of the programs' infrastructures and processes (..)

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Nerd's Eye View

APRIL 10, 2024

Financial advicers are intimately familiar with the phrase, "Past results are not indicative of future performance." For example, the creation of the Federal Reserve in 1913 and the SEC in 1934 have helped to reduce economic volatility and increase corporate transparency.

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The Irrelevant Investor

SEPTEMBER 11, 2019

On today's Animal Spirits, we discuss: Ben Hunt on unrealistic expectations Drew Dickson weighs in on the passive bubble WeWork might slash their valuation prior to the IPO Galloway on Uber and other things An introduction to credit card points The stock market actually might be the economy Americans own more stock than ever Academics on the passive (..)

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Nerd's Eye View

AUGUST 22, 2024

As a starting point, providing a fee minimum on their website lets advisors communicate the lowest amount that would still be economically viable for them (and explaining that the fee may change based on complexity). Read More.

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Zoe Financial

APRIL 23, 2023

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. We believe financial advice should come from unbiased and certified professionals. The S&P 500 was down 0.1%

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MainStreet Financial Planning

MARCH 7, 2025

Fee-Only, Flat-Fee Financial Planners: Transparent, Unbiased, and Cost-Effective A fee-only financial planner charges a fixed fee for financial planning services, regardless of the size of your portfolio. Instead, they provide objective, conflict-free financial advice at a predictable cost.

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Zoe Financial

MAY 8, 2023

Economic Data: April’s growth came in at 253,000, above expectations. We believe financial advice should come from unbiased and certified professionals. Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 8, 2023 Watch Time: 4 minutes Welcome to this week’s Market Drama! Nasdaq was up 2.3%

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Zoe Financial

MAY 1, 2023

Economic Data: Inflation data – The core CPE index came in as expected at 4.6% We believe financial advice should come from unbiased and certified professionals. Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 1, 2023 Watch Time: 4 minutes Welcome to this week’s Market Drama!

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Yardley Wealth Management

SEPTEMBER 17, 2024

Charles Barrett from FZ Works & FZ Creative Introduction: In this episode of Not Just Numbers , Madison Demora and Mike Garry explore whether Dave Ramsey’s famous financial advice still holds up. With rising living costs and modern economic challenges, younger generations are beginning to question his strict, debt-averse approach.

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Don Connelly & Associates

OCTOBER 23, 2023

Financial advisors with any ambitions of growing their practices in the next couple of decades can’t ignore the emergence of Gen Z as an economic force. They will be more educated and more ambitious than their generational predecessors, and they will be starving for financial advice.

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James Hendries

JULY 13, 2022

Understandably, rising prices, slowing economic growth, and a challenging first half for both stocks and bonds have many investors on edge, and fatigue from more than two years of COVID-19 measures doesn’t make it any easier. Please reach out to your trusted financial advisor with any questions.

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Clever Girl Finance

JUNE 5, 2025

Today she hosts the Journey to Launch Podcast that teaches and inspires others to pursue financial freedom. Our favorite episode of Journey to Launch: How to Stay Financially Grounded in Uncertain Times addresses what to do during uncertain economic times. This list of best financial podcasts will inspire you!

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Indigo Marketing Agency

JUNE 18, 2025

When major economic news breaks, prospects are looking for guidance from trusted professionals. The best content for financial advisors in this category addresses specific, actionable challenges that your target audience faces daily. Effective guides go beyond generic financial advice.

Financial Advisor 52

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Indigo Marketing Agency

MAY 5, 2020

How To Grow Your Retirement Plan Business In The 2020 Economic Crisis. We’ve partnered with the experts at The Retirement Learning Center to update advisors on how the retirement plan landscape has been altered by the 2020 economic crisis. I used to be an advisor with LPL Financial. Thanks so much, John.

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Retirement Economics Retirement Planning Financial Planning 52

WiserAdvisor

JUNE 17, 2025

In 2025, you can expect to see smarter, faster, and more personalized investment platforms that use AI to tailor financial advice and automate strategies for investors. This has massive implications for how you invest and manage your portfolio. So, what can you do?

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Midstream Marketing

NOVEMBER 6, 2024

By making helpful and interesting content often, you show that you are a reliable choice for financial advice. This approach can draw in new clients who are looking for guidance in today’s complicated financial world. Trust is very important in the financial services industry. Be unique with your financial advice.

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The Irrelevant Investor

APRIL 13, 2019

By Stefan Cheplick As a company grows, everything needs to scale, including the size of your failed experiments By Jeff Bezos The financial advice business is experiencing a generational shift By Blair duQuesnay The comparison game gets the best of us By Justin Castelli Most capitalists don’t know how to divide the economic pie well and most socialists (..)

Financial Advice 52

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James Hendries

DECEMBER 13, 2022

Those are the times when sound financial advice is more valuable than ever, as it helps us find our center, remember our plan, and stay focused on our goals. This material is for general information only and is not intended to provide specific advice or recommendations for any individual. View the Digital Version.

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Financial Advice Economy Economics Planning 52

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

NOVEMBER 20, 2023

Economic Data – Stock rally attributes: Core CPI data came out better than expected. 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. for the week.

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Zoe Financial

MAY 23, 2023

Economic Data: Leading Economic Index (LEI) fell 0.6% We believe financial advice should come from unbiased and certified professionals. Nasdaq was up even more, 3% for the week, for the week (it is now up 21% year to date). What’s going on beneath the surface? April jobs number was strong. in April. FOMC minutes.

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Marketing Marketing Financial Advisor Tax Planning 52

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. 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

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

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

OCTOBER 2, 2023

Economic Snapsot: Influence coming from the Fed communicating interest rates may keep hiking. We believe financial advice should come from unbiased and certified professionals. Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA October 2, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama!

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Zoe Financial

NOVEMBER 6, 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

JULY 31, 2023

Economic Data: What drove the markets last week? Economic growth remains resilient. We believe financial advice should come from unbiased and certified professionals. The Stock Market: The S&P 500 was up 1% for the week. It’s up 19.3% year-to-date. Nasdaq was up even more by 2%. It is now up 37% year-to-date.

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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

AUGUST 28, 2023

Economic Data: The Fed, Powell’s speech: No big reveals or shift in expectations. We believe financial advice should come from unbiased and certified professionals. 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%.

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Zoe Financial

AUGUST 22, 2023

Economic Data: July retail sales came in better than expected. We believe financial advice should come from unbiased and certified professionals. Nasdaq was down 2.6% for the week. There is a pullback, the question is: will we have a bear market? Small caps are underperforming the broader market. Concerns around the U.S

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Zoe Financial

AUGUST 14, 2023

Economic Data: Macro is doing much better than people expected. We believe financial advice should come from unbiased and certified professionals. Drops were led by the magnificent 7 (mega large-cap stocks). GPD and consumers have held up. July CPI came in line with expectations. Headline CPI came in at 3.2,

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Zoe Financial

AUGUST 8, 2023

Economic Data: Slow hiring this Summer from U.S. We believe financial advice should come from unbiased and certified professionals. The sell-off in stocks and bonds came in the back of Fitch downgrading the U.S. government credit rating. We had mixed data for jobs and wages. Expectations are that earnings will be down 5.2%

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Zoe Financial

JULY 10, 2023

Economic Data: Payroll’s data could have driven the markets to sell-off. We believe financial advice should come from unbiased and certified professionals. Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA July 10, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama!

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Zoe Financial

JUNE 5, 2023

Economic Data: Last week we saw the debt ceiling resolution in Washington, great news. We believe financial advice should come from unbiased and certified professionals. 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%. Positive revisions for March and April.

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Zoe Financial

APRIL 17, 2023

Economic Data: March core CPI hit expectations of 5.6% We believe financial advice should come from unbiased and certified professionals. Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 17, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! The S&P 500 was up 0.8%

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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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