Zoe Financial

APRIL 7, 2025

Tariffs impact: Proposed increases could raise the effective tax rate on U.S. For investors, this may be a time to revisit your financial plan, not to panic. Consider speaking with a financial advisor about risk tolerance and strategies like tax loss harvesting. Economies and markets fluctuate.

Marketing

WiserAdvisor

JUNE 24, 2025

A recession is typically defined as a decline in the market and the economy, and while that sounds serious, and it is, there is no need to panic just yet. Such a mindset can be a real asset when the economy slows down. Consulting a financial advisor can help you navigate this situation in a less damaging way.

Financial Advisor

Tobias Financial

JUNE 1, 2025

OBBBA is a comprehensive tax and spending package that was passed by the House of Representatives on May 22nd and is now under consideration by the Senate. This bill touches on three major areas: tax cuts, spending reductions, and artificial intelligence (AI) legislation.

Taxes

Zoe Financial

MARCH 3, 2025

Outlook: Economy is in a soft patch, but if policy and geopolitical risks remain stable, markets could digest recent volatility. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. Economies and markets fluctuate. Find your financial advisor matches.

Marketing

Zoe Financial

MARCH 10, 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

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

Zoe Financial

JUNE 16, 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

Zoe Financial

JUNE 23, 2025

Overall Picture : The economy is showing steady, if slow, growth. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. 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

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

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. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. Economies and markets fluctuate.

Marketing

Zoe Financial

FEBRUARY 3, 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

Indigo Marketing Agency

FEBRUARY 8, 2025

Marketing for Financial Planners: Strategies to Build Trust and Grow Your Client Base Strategic Client Growth: Win Trust in a Trust Economy More than many other fields, trust is truly the currency that drives growth for financial planners. What role does consistency play in financial advisor marketing?

Financial Planner

Zoe Financial

APRIL 21, 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

Zoe Financial

DECEMBER 9, 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

Zoe Financial

JUNE 9, 2025

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. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation.

Marketing

The Big Picture

APRIL 8, 2025

And when I arrived at Merrill Lynch, it was really my first exposure to really entrepreneurial, extremely talented and aggressive financial advisors who were operating with what we in the industry call an open architecture platform, right? All the clients were getting proprietary Sanford Bernstein asset Management product.

Asset Allocation

WiserAdvisor

JUNE 11, 2025

Tariffs are a type of tax imposed on imported goods and services by the government. If you are unsure how this impacts your personal retirement strategy, you can also consult a financial advisor to understand the impact of tariffs on the stock market and how you can protect yourself. The economy takes time to adjust.

Budgeting

Zoe Financial

MARCH 24, 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

Zoe Financial

FEBRUARY 24, 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

Zoe Financial

NOVEMBER 18, 2024

economy, comments from Federal Reserve Chairman suggest they may not lower interest rates as quickly as previously anticipated. 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

Zoe Financial

NOVEMBER 25, 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

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. My name is Laurent Harrison. point of view.

Economics

Zoe Financial

JANUARY 20, 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

The Big Picture

APRIL 29, 2025

We learned everything, you know, across from accounting to auditing to, to tax and valuation. Or are we gonna see cuts because the economy is beginning to slow? You know, in those days these companies hired, you know, crops of undergrads. They, they trained them together. And it was a, a terrific company, a great learning experience.

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. trade policy on the euro area economy.

Banking

Wealth Management

JULY 11, 2025

The bill is over 900 pages long and includes provisions relating tangentially to trustees via fixing the estate tax exclusion amounts, etc. That order effectively ends CBDCs in the United States on the one hand while authorizing and encouraging “stablecoins” on the other. OBBBA: A federally funded digital direction.

Estate Planning

Zoe Financial

MAY 19, 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

Dear Mr. Market

NOVEMBER 22, 2024

Dear Mr. Market: Normally we write you letters about the markets or the economy…but what’s all that worth if your assets are not protected or properly positioned for what you intended them to do? million estate tax exemption, Alice can file a portability election with the IRS—without needing a separate trust.

Estate Planning

Wealth Management

JULY 18, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Resonant Capital Advisors CEO and President Benjamin Dickey RIA $2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B

Fiduciary Duty

Zoe Financial

DECEMBER 16, 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

Zoe Financial

FEBRUARY 10, 2025

Good news: Wage growth is outpacing inflation, boosting consumer spending (which drives 68% of the economy). 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

Zoe Financial

MAY 27, 2025

federal debt, following a Moodys downgrade and passage of Trumps tax bill. 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. Economies and markets fluctuate.

Marketing

Zoe Financial

APRIL 28, 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

Zoe Financial

JUNE 2, 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

Wealth Management

JUNE 11, 2025

Women-owned businesses are a powerful engine in our economy. The discussion also focused on the issue of improving the Internal Revenue Code Section 199A tax rates for pass-through entities, which 80% of family-owned businesses, including women-owned businesses, use as operating structures. enterprises and generate $2.7

Wealth Management

Abnormal Returns

FEBRUARY 21, 2024

ritholtz.com) Khe Hy talks with Kyla Scanlon about lessons learned from the attention economy. morningstar.com) 11 financial mistakes to avoid including 'Not carrying umbrella coverage.' humbledollar.com) When should you hire a financial advisor? wsj.com) When to consider Roth IRA conversions.

Retirement

Nerd's Eye View

OCTOBER 4, 2023

People often talk about "the economy" as a single entity whose parts move in unison, with a small number of key indicators (such as GDP, the unemployment rate, and inflation) moving reliably in relation to each other. manufacturing sector, by the measures of employment and service prices, has been in a recession for nearly 12 months.

Valuation