Zoe Financial

MAY 14, 2023

Economic Data: Core CPI came in as expected at 5.5% April retails sales and expected earnings from a couple “proxies” for the economy. We believe financial advice should come from unbiased and certified professionals. The S&P 500 was down 0.2% (essentially didn’t move). Low volatility.

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Zoe Financial

JANUARY 23, 2023

The S&P 500 fell 0.65% last week due to weaker-than-expected December retail sales and industrial production numbers. We’ll see how economic activity’s looking for the month of January so far. We believe financial advice should come from unbiased and certified professionals. Stay tuned for next week.

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Zoe Financial

NOVEMBER 22, 2023

Here are five ways gratitude can impact your financial well-being. Cutting Down Impulse Spending If you haven’t felt the urge for retail therapy during a hard day, count yourself lucky. Doing so will bring you financial rewards, even if they don’t always come in the form of a cash payout. A recent survey of 2,000 U.S.

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The Big Picture

OCTOBER 19, 2022

We discussed all these things as well as why there has never been a better time to be a retail investor than right now, right here in this era. You know, we do the typical stuff, market economic outlooks and research there, product research. They’ll do tax planning, right? Is this aimed at the advisor community?

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Walkner Condon Financial Advisors

FEBRUARY 6, 2024

I could pull out some socio-economic Jenga pieces that include the high valuation of the U.S. This isn’t a retail investor problem, it’s a flaw in the human condition. I could make a more multi-factored argument against holding only U.S. large caps and ignoring foreign stocks entirely.

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Sara Grillo

NOVEMBER 14, 2022

And if you want to join the right for higher ethics in financial advice, join the Transparent Advisor Movement. Scott Salaske is the founder and CEO of Firstmetric , a flat fee financial advisor firm in Troy, Michigan. Do you have a burning opinion you’d like to share?

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Insurance Financial Advisor Retirement License 59

The Big Picture

MAY 7, 2024

You know, we look at these economic busts or these market crashes, and it’s obvious in hindsight what spectacular opportunities there they were. That most people over 40 are concerned about, but just the how can we make you better as a retailer? Moms would ping her every day about financial advice.

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Sara Grillo

SEPTEMBER 12, 2022

” It brings to light the fundamental question of the role that institutions play in client outcomes, whether those institutions are truly putting the interests of the retail investor over those of their members, and the delicate balance between governance standards and the oppression of individual autonomy. Public Disclosure Copy.

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Good Financial Cents

APRIL 19, 2023

Building multiple passive income streams has an additional benefit in the short term: it can make you more resilient and better able to weather economic shocks, such as what was experienced with the past housing crisis and global pandemic. This is your nest egg. We’ll come back to this. The minimum investment is $5,000.

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The Big Picture

APRIL 25, 2023

So, Brian is not a stranger to me, and we have some shared financial interests, but the reason I wanted to bring him in here is there are few people in the industry who have a better perch by which to look at the world of registered investment advisors, broker-dealers, all of the changes that are taking place in the space. RITHOLTZ: Right.

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