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. What to look out for this week: Negotiations on U.S. debt ceiling have been postponed till next week.

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. Economies and markets fluctuate. Core PCE data also came our this past week (the Fed’s preferred measure of inflation). Ticked down from 3.8

Marketing

Zoe Financial

NOVEMBER 20, 2023

Economy is slowing down a bit but there is no sign of a recession. Economies and markets fluctuate. Economic Data – Stock rally attributes: Core CPI data came out better than expected. Inflation came down. Headline CPI fell from 3.7 Core CPI fell from 4.1% Retail sales did a little better than expected. Upward revision to prior month.

Marketing

Zoe Financial

OCTOBER 23, 2023

If the economy is doing fairly well, it is unlikely that inflation will come down. Economies and markets fluctuate. Economic Updates: Stronger than expected retail sales, 0.7% month-over-month growth. What to expect next week? Expecting to see annualized GDP numbers – we will probably see 3% rather than 2%. Well above 1.5%

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. We’ll probably see year-over-year drop of 5%, maybe even 6% year-over-year earnings growth. Stay tuned for next week.

Marketing

Zoe Financial

NOVEMBER 13, 2023

Economy seems to be cooling off while not at a recession, which might bring inflation down. Economies and markets fluctuate. The Stock Market: The S&P 500 was up close to 6%, 15% for the year. Nasdaq was up 2.5% for the week. Oil fell 4% for the week, it is now down for the year.

Marketing

Validea

FEBRUARY 10, 2023

and at Japan, where the yen’s low valuation and the reopening of the economy could prove a winning investment. As the dollar declines and overseas valuations get more attractive, those investors who have internationally diversified portfolios will stand to gain, says wealth advisor for CI RegentAtlantic Private Wealth Melissa Weisz.

Investing

Zoe Financial

NOVEMBER 6, 2023

Economies and markets fluctuate. 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.

Marketing

Zoe Financial

JULY 31, 2023

We see more of rolling recessions on some parts of the economy such as manufacturing and housing. We are not totally out of the woods when it comes to inflation. Good news: GDP data shows no sign of an imminent recession. Economic growth remains resilient. What to look out for this week: U.S. payrolls from July and U.S. hourly wages.

Marketing

Zoe Financial

JUNE 19, 2023

Why has the economy been more resilient than expected? Positive indicator that CPI will continue to come down. Core inflation came down to its lowest level since November 2021. It is not coming down as headline CPI (driven by energy and food prices, for instance).

Marketing

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. Zoe Wins NerdWallet’s 2023 Best-Of Awards For Best Online Financial Advisor. What to look forward to this week? Happy holidays and stay tuned for next week. January 4, 2023.

Marketing

Zoe Financial

NOVEMBER 27, 2023

Economies and markets fluctuate. 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.

Marketing

Zoe Financial

OCTOBER 16, 2023

Economies and markets fluctuate. 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.

Marketing

Zoe Financial

OCTOBER 9, 2023

Economies and markets fluctuate. 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.

Marketing

FMG

SEPTEMBER 13, 2022

Tune into this episode to hear Matt Halloran speak with Elyse Stoner , founder and chief strategist of Fresh Perspective Consulting and co-founder of Custom Strategic Marketing for Wealth Advisors. Struggling to find the time to update your clients and prospects on everything happening with the markets and economy?

Media

Darrow Wealth Management

MARCH 21, 2022

Inflation is at 40-year highs and given the prolonged period of super accommodative monetary policy, the Federal Reserve must raise rates to cool the economy and tackle inflation without overreacting, potentially triggering a recession. As geopolitical tensions mounted and Russia invaded Ukraine, international ex-U.S. Disclosures.

Assets

Indigo Marketing Agency

DECEMBER 19, 2022

Lawrence (Larry) Sprung is a CFP® professional and founder and wealth advisor of Mitlin Financial. He was named a Top 10 Advisor on Investopedia’s 100 list. In his book, The Longevity Economy , Joseph offers insights into how business leaders can better serve the older market. Lawrence Sprung .

Financial Advisor

Zoe Financial

NOVEMBER 13, 2023

Economies and markets fluctuate. 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.

Wealth Management

Sara Grillo

AUGUST 14, 2023

The entire economy, the world of investing, is based upon being able to trust who we are listening to. Prior to joining EP Wealth Advisors in 2021, Scott worked for a number of the largest Wall Street firms, including UBS, Prudential and Wells Fargo. RIAs do not generally operate that way; it is usually the broker dealer model.

Financial Advisor

Zoe Financial

NOVEMBER 9, 2023

Economies and markets fluctuate. 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.

Wealth Management

Zoe Financial

NOVEMBER 21, 2023

Economies and markets fluctuate. 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.

Wealth Management

AdvisorPR

OCTOBER 29, 2020

The looming US presidential election is already prompting investors and wealth managers to reshuffle portfolios. To consider how wealth advisors ought to speak to clients in this period is Alana Kohl, president of AdvisorPR , a public relations firm that focuses on the financial advisory sector.

Communication