Zoe Financial

APRIL 7, 2025

Tariffs impact: Proposed increases could raise the effective tax rate on U.S. Consider speaking with a financial advisor about risk tolerance and strategies like tax loss harvesting. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. imports from 2.3%

Marketing 81

Marketing Marketing Risk Tolerance Taxes 81

Zoe Financial

DECEMBER 28, 2024

Plan Your Tax Strategy Work with a financial advisor to optimize your tax situation. This could include leveraging tax-advantaged accounts, maximizing deductions, or planning for capital gains. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

Estate Planning 40

Estate Planning Financial Advisor Accounting Wealth Advisor 40

The Big Picture

JANUARY 4, 2025

To answer this question, we have collected data on the concentration of the US stock market over the past 235 years, from 1790 until the present. Based upon Figure 1 and Figure 3, we have broken down the market concentration of the United States during the past 235 years into seven periods.( Luxury car sales fell 27%.

Government 246

Government Economy Advertising Engineering 246

Trade Brains

JULY 14, 2025

High taxes also push Indian investors towards riskier, offshore platforms. Tax Changes Japan acknowledges past tax missteps. Proposals suggest a flat 20% capital gains tax instead. India’s own 30% tax, plus its inability to offset losses, actively discourages retail investors. Major institutions are diving in too.

License 59

License Taxes Assets Financial Services 59

Trade Brains

JUNE 10, 2025

But beneath this surface-level move lies a far more intricate interplay of economics, sectoral impact, and capital allocation—especially when considering where to invest next: in fixed deposits (FDs) or debt mutual funds. The Real Economic Undercurrent A CRR cut is not just a technical move. Add to that the post-tax impact.

Banking 59

Banking Taxes Economics Valuation 59

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. Actual economic or market events may turn out differently than anticipated. Stay tuned for next week.

Marketing 52

Marketing Marketing Economics Taxes 52

Indigo Marketing Agency

JUNE 18, 2025

When major economic news breaks, prospects are looking for guidance from trusted professionals. For example, “The Complete Tax Optimization Guide for Healthcare Professionals” speaks directly to physicians and dentists who face unique tax challenges. Current events commentary also performs exceptionally well.

Financial Advisor 64

Financial Advisor Clients Education Healthcare 64

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. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Ready to Grow Your Wealth?

Marketing 52

Marketing Marketing Economics Taxes 52

Zoe Financial

JUNE 16, 2025

Economic Update: Inflation (March): CPI: ~2.4%, lower than expected. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. PPI: 2.6%, also better than expected. Find An Advisor

Marketing 40

Marketing Marketing Taxes Economics 40

Zoe Financial

NOVEMBER 11, 2024

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

Marketing 52

Marketing Marketing Taxes Economics 52

Zoe Financial

JUNE 23, 2025

Economic Update: Fed Meeting: Rates held steady. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Actual economic or market events may turn out differently than anticipated.

Marketing 40

Marketing Marketing Retail Sales 40

WiserAdvisor

JUNE 18, 2025

As a result, they may not survive economic downturns as easily, and their stock prices can be a lot more volatile. Then there is the tax advantage, which is the real magic of both 401(k)s and IRAs. With a Traditional 401(k) or IRA, your contributions are tax-deductible, which lowers your taxable income in the present.

Investments 59

Investments Investing Taxes Risk Tolerance 59

Truemind Capital

JULY 18, 2025

Equity markets in the US also hit record levels due to ease of geopolitical tensions, dovish fed and trade developments, but economic data released in early July for Q1 2025 (Jan-Mar) presents a mixed picture. Historically, when banks sense stronger economic momentum, they are more willing to lend.

Financial Market 52

Financial Market Marketing Marketing Portfolio 52

Zoe Financial

JANUARY 6, 2025

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

Marketing 40

Marketing Marketing Economy Taxes 40

Harness Wealth

APRIL 28, 2025

Private equity and alternative investments create unique tax reporting complexities that demand attention. This article explores the distinctions between K-1 and 1099 reporting, explaining their impact on tax planning, basis calculations, filing deadlines, and strategies to optimize your after-tax returns from alternative investments.

Tax Planning 52

Tax Planning Taxes Distribution Compliance 52

Zoe Financial

FEBRUARY 3, 2025

Economic Update: Q4 Real GDP: Grew 2.3% Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Actual economic or market events may turn out differently than anticipated.

Marketing 52

Marketing Marketing Taxes Economics 52

Zoe Financial

JANUARY 13, 2025

Economic Update: When economic data comes in hotter than expected: Stock markets tend to sell off. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Down 1% for the year.

Marketing 52

Marketing Marketing Economics Economy 52

The Big Picture

FEBRUARY 25, 2025

Now, this wonderful section in this little bitty book that I’ve just finished, wonderful section on behavioral economics, terrific book by Daniel Kahneman, thinking Fast, thinking Slow. They gave up a third of gains through mistakes, taxes, and costs. So what could you do to reduce the cost of behavioral economics?

Investments 162

Investments Investing Management Engineering 162

Zoe Financial

APRIL 21, 2025

Economic Update: Fed Outlook: Chair Powell: The Fed will remain patient on rate cuts. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Selloff Drivers: New U.S.

Marketing 40

Marketing Marketing Taxes Economics 40

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. Actual economic or market events may turn out differently than anticipated.

Marketing 40

Marketing Marketing Economics Taxes 40

Zoe Financial

JUNE 9, 2025

Economic Update: Jobs Report: Payrolls: rose 139,000; unemployment steady at 4.2%. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Oil prices jumped 6.3% Find An Advisor

Marketing 40

Marketing Marketing Taxes Economics 40

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.

Marketing 52

Marketing Marketing Economics Taxes 52

Zoe Financial

FEBRUARY 24, 2025

Economic Update: Walmart Earnings : Reported lower-than-expected sales guidance, indicating potential weakness in U.S. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances.

Marketing 52

Marketing Marketing Healthcare Taxes 52

Zoe Financial

JANUARY 20, 2025

Economic Update: Core CPI: Dropped to 3.2% Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Actual economic or market events may turn out differently than anticipated.

Marketing 52

Marketing Marketing Taxes Economics 52

Zoe Financial

NOVEMBER 25, 2024

Economic Updates: Jobless Claims: stronger-than-expected claims, driving positive momentum for the end of the week. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances.

Marketing 40

Marketing Marketing Taxes Economics 40

Zoe Financial

NOVEMBER 18, 2024

Economic Updates: October Consumer Price Index (CPI) came in at 2.6%. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. minutes Welcome to this week’s Market Drama!

Marketing 40

Marketing Marketing Taxes Economics 40

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. Slide 7: U.S.

Economics 52

Economics Portfolio Taxes Numbers 52

Carson Wealth

JULY 14, 2025

If you look just at the end point, it looks like a perfectly ordinary year for markets in an economic expansion so far, but we know it’s been anything but. During his first administration, the president also made fiscal policy his top priority, achieved primarily through the Tax Cuts and Jobs Act.

Investing 85

Investing Investments Marketing Marketing 85

Zoe Financial

MAY 19, 2025

Economic Update: Inflation (April CPI): Headline: up 0.2% Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. China reduced tariffs to 10% on most U.S. MoM, up 2.3% MoM, up 2.8%

Marketing 40

Marketing Marketing Taxes Economics 40

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. We learned everything, you know, across from accounting to auditing to, to tax and valuation. So let’s start with your background. 00:02:02 [Speaker Changed] Quite the contrary, Barry.

Management 130

Management Assets Portfolio Insurance 130

The Big Picture

JUNE 16, 2025

So a world in which we have to make our own shirts and our own furniture is a world in which the other 350 million Americans who don’t make those things are taxed very heavily. So Pax Americana, 80 years of growth and economic success, much of which accrued to the benefit of the US are, are you implying that that is now at risk?

Math 130

Math Numbers Investments Investing 130

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. OBBBA: A federally funded digital direction. Trump signed the OBBBA into law on July 4.

Wealth Management 225

Wealth Management Estate Planning Assets Fiduciary Duty 225

The Big Picture

MARCH 25, 2025

So, the reason I am an economics, I have a degree in economics. The reason for that was I had maybe six more credits, four to six more credits in economics than I had in history. So obviously earning calls present themselves as kind of number one. The, the tax side of it was a game changer.

Management 147

Management Numbers Investments Investing 147

Zoe Financial

DECEMBER 16, 2024

Economic Updates: CPI Core data (excludes food & energy): rose by 0.3% Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. It accounts for 2.2% for the third consecutive month.

Marketing 52

Marketing Marketing Accounting Taxes 52

Mish Talk

NOVEMBER 29, 2022

30-Year Fixed Mortgage Rates 1975-Present. A 30-year-fixed mortgage with 5% down (including principal, interest, taxes, insurance and maintenance) on such a home cost $3,058 a month, while the median monthly rent on such a single-family house was $2,170, based on John Burns research.". 30-Year Fixed Mortgage Rates - One Year.

Sales 285

Sales Economics Consulting Economy 285

Nerd's Eye View

SEPTEMBER 8, 2023

Read More.

Financial Planner 247

Financial Planner CFP Clients Investment Planning 247

Nerd's Eye View

OCTOBER 30, 2023

On the other hand, the past decade has seen an explosion of 'vendor conferences', as more and more companies have discovered it's more economical to simply run their own conferences (at a breakeven or even a small loss) than to heavily sponsor the conferences of industry associations.

Financial Advisor 246

Financial Advisor Numbers Budgeting Financial Planning 246