Sara Grillo

AUGUST 14, 2023

So we’ve got a lively crew here today to debate, does it really matter if someone is a fiduciary financial advisor, or not? I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Let’s debate it! Let’s talk about it.

Financial Advisor

Integrity Financial Planning

JUNE 7, 2023

Diversification means spreading your investments across different asset classes and industries, such as stocks, bonds, and real estate in different sectors of the economy. Fees are sometimes essential to recieving high-quality financial advice, but high fees can also eat away at your returns over time.

Risk Tolerance

James Hendries

JULY 13, 2022

A global economy that was already vulnerable to inflation from supply chain disruptions, tight labor markets, excess stimulus, and loose monetary policy came under more pressure when Russian aggression in Ukraine added sharply rising commodity prices and Europe on the brink of recession to the mix. The sources of turbulence are clear.

Banking

Zoe Financial

AUGUST 22, 2023

economy losing some steam. China had some alarming news that might impact the global economy. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. We believe financial advice should come from unbiased and certified professionals.

Marketing

Zoe Financial

MAY 14, 2023

The Federal Reserve is in restrictive territory (trying to slow down the economy). April retails sales and expected earnings from a couple “proxies” for the economy. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan.

Marketing

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. Mike Garry, CFP®: Financial advisor, founder and CEO of Yardley Wealth Management, and estate planning lawyer at Yardley Estate Planning.

Financial Advice

Zoe Financial

DECEMBER 16, 2022

On Tuesday, we have November housing starts and new and existing home sales out Real estate and housing are really important indicators for the overall economy. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. . Find My Advisor.

Marketing

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. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan.

Marketing

Zoe Financial

NOVEMBER 20, 2023

Economy is slowing down a bit but there is no sign of a recession. Stay tuned for next week and have a great Thanksgiving. – Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. Economies and markets fluctuate. Inflation came down. Headline CPI fell from 3.7 Core CPI fell from 4.1%

Marketing

Zoe Financial

OCTOBER 30, 2023

Good news: Economy is not in a recession. Bad news: Economy looks to be running above its trend growth, which might decrease the odds of lowering interest rates any time soon. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation.

Marketing

Zoe Financial

JULY 31, 2023

We see more of rolling recessions on some parts of the economy such as manufacturing and housing. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. We believe financial advice should come from unbiased and certified professionals.

Marketing

Zoe Financial

JUNE 19, 2023

Why has the economy been more resilient than expected? trillion of those excess savings. – 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.

Marketing

Zoe Financial

OCTOBER 23, 2023

If the economy is doing fairly well, it is unlikely that inflation will come down. Stay tuned for next 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

Zoe Financial

NOVEMBER 13, 2023

Economy seems to be cooling off while not at a recession, which might bring inflation down. 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. Nasdaq was up 2.5% for the week.

Marketing

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.

Marketing

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.

Marketing

Zoe Financial

OCTOBER 16, 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

Zoe Financial

OCTOBER 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.

Marketing

James Hendries

DECEMBER 12, 2022

Whether it’s about the markets and global economy or what’s happening in our local communities, the news we’re hearing on a daily basis has the potential to disrupt the balance of our lives. LPL Research’s Outlook 2023: Finding Balance is our guide to how the readjustments in the economy and markets may impact you in the coming year.

Clients

FMG

JANUARY 3, 2023

How Modern Technology Connects Clients With Financial Advice With David Melhorn (Ep. How can advisors cut through the noise in 2023? How Orion and Redtail are working toward the future of prospecting and financial advisor marketing. How social media has changed how prospects interact with advisors.

Media

James Hendries

JULY 21, 2022

A global economy that was already vulnerable to inflation from supply chain disruptions, tight labor markets, excess stimulus, and loose monetary policy came under more pressure when Russian aggression in Ukraine added sharply rising commodity prices and Europe on the brink of recession to the mix. The sources of turbulence are clear.

Clients

Zoe Financial

DECEMBER 5, 2023

So, it dispels this view that consumers don’t want human financial advice; they want to do it themselves. As technology operational efficiency allows advisors to serve a broader population set, there will be even more demand for it. Economies and markets fluctuate. No, in fact, there’s more demand for it now.

Wealth Management

The Big Picture

DECEMBER 6, 2022

when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. What is the financial advice world like in Europe? And I think that the financial advisors are used, but not as widely used as they are in the U.S.

Clients

Sara Grillo

MARCH 13, 2023

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. Are we in a market regime shift?

Financial Advisor

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.

Wealth Management

Zoe Financial

NOVEMBER 9, 2023

The White House put out a statement they’re proposing through the Department of Labor, an update to the definition of an investment advice fiduciary standard under the ERISA Act. It would also ensure that financial advisors, brokers, and insurance agents would be held to the fiduciary standard on rollover RIA.

Wealth Management

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.

Wealth Management

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

stocks powered out of the toxic storm of ever-rising interest rates and inflation into a the spectacular market rebound of 2023 as the prospects of a soft(er) landing for the economy grew more probable. first appeared on Walkner Condon Financial Advisors. appeared first on Walkner Condon Financial Advisors.

Assets

The Big Picture

APRIL 25, 2023

They talk about economies of scale. And this seems to be an agreement to — RITHOLTZ: Restrict competition in the space of providing financial advice. So where advisors are subject to a fiduciary obligation, which you know, that means they have to act in the best interests of their clients. RITHOLTZ: Right.

Compliance