Zoe Financial

OCTOBER 2, 2023

Concerns of a government shutdown. Stay tuned for next week. – 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. Potential recession worries. Payrolls on Friday.

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Zoe Financial

AUGUST 8, 2023

government credit rating. We believe financial advice should come from unbiased and certified professionals. Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA August 8, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! The Stock Market: The S&P 500 was down and so was Nasdaq.

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Zoe Financial

FEBRUARY 20, 2023

Government bond yields rose for the fourth consecutive week. We believe financial advice should come from unbiased and certified professionals. Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA February 20, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! Dow Jones was also down.

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Zoe Financial

JANUARY 30, 2023

Biggest drivers of the growth were government spending and inventories. We believe financial advice should come from unbiased and certified professionals. In-line inflation numbers: Core PCE was up 4.4% year-over-year. Fourth quarter GDP rose 2.9% for the quarter. Better than the expected number of 2.8%.

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Zoe Financial

NOVEMBER 9, 2023

As always, when it comes to these proposals, the devil’s in the details, but it’s a good start for the government to try to take a stab at attacking some of this junk fee, especially when it comes to annuities that insurance brokers try to sell to clients in their RIA accounts. So that’s where they seem to be focused.

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WiserAdvisor

JULY 24, 2022

Therefore, high-net-worth financial planning is a must for individuals belonging to high-income groups. If you are a high-net-worth individual and wish to learn about wealth preservation, tax-saving strategies, and management of large estates; engage the services of a wealth advisor who can advise you on the same.

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Sara Grillo

SEPTEMBER 26, 2022

Salaske: Yeah, I don’t agree with the CFP Board becoming any type of regulator whatsoever over financial advisors, financial planners, whatever you wanna call us in the advice space. Salaske: What is an investment advisor? Grillo: Next question. Well, we’ve kind of covered this already.

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