Discipline Funds

MARCH 15, 2024

Speaking of which, this isn’t financial advice, but I strongly urge people not to short stocks. This week’s retail sales data came in at just 1.5% There are people who are overly zealous in their optimism and there are people who are overly zealous in their bearishness. Both get blown up when they’re wrong.

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Zoe Financial

NOVEMBER 20, 2023

Retail sales did a little better than expected. We believe financial advice should come from unbiased and certified professionals. 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% Upward revision to prior month.

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Zoe Financial

JULY 17, 2023

June retail sales and housing market data. 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. We believe financial advice should come from unbiased and certified professionals.

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Zoe Financial

MAY 14, 2023

April retails sales and expected earnings from a couple “proxies” for the economy. 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.

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Zoe Financial

DECEMBER 12, 2022

Because the national average retail price for gas has come down to $3.33 November retail sales came out on Thursday, which gives us a pulse on how the consumer’s doing. About Zoe Financial. We believe financial advice should come from unbiased and certified professionals. on average. Explore More.

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Zoe Financial

OCTOBER 23, 2023

Economic Updates: Stronger than expected retail sales, 0.7% We believe financial advice should come from unbiased and certified professionals. What was driving both the stock and bond market action? The ten-year treasury yield moved up higher, closer to 5% this year. The bond yields continue to rise for the treasury market.

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Zoe Financial

OCTOBER 16, 2023

Coming up next week: Retail sales and housing starts. Stay tuned for next week. – Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. We believe financial advice should come from unbiased and certified professionals. CPI Data: Headline CPI data for August came in at 3.7%.

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Zoe Financial

NOVEMBER 13, 2023

Retail sales to see how the consumer is growing up. Stay tuned for next week. – Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. We believe financial advice should come from unbiased and certified professionals. Unemployment is still below 4%.

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Zoe Financial

JANUARY 23, 2023

The S&P 500 fell 0.65% last week due to weaker-than-expected December retail sales and industrial production numbers. We believe financial advice should come from unbiased and certified professionals. That’s why Zoe’s extensive vetting process qualifies only the top 5% of managers in the United States.

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Zoe Financial

JANUARY 16, 2023

Looking at this week: December headline retail sales number comes out. About Zoe Financial. We believe financial advice should come from unbiased and certified professionals. Best Online Financial Advisor 2022. The ratio of job openings to job seekers remains at near-all-time highs. It’s expected to decline 0.5%

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Ballast Advisors

OCTOBER 10, 2023

Many major retailers rolled out Black Friday and Cyber Monday promotions as early as October. Connect with our amazing team to ensure that your holiday budgeting aligns with your comprehensive financial goals. Being prepared will not only save you some serious cash but also some unnecessary stress.

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Zoe Financial

NOVEMBER 22, 2023

Here are five ways gratitude can impact your financial well-being. Cutting Down Impulse Spending If you haven’t felt the urge for retail therapy during a hard day, count yourself lucky. Doing so will bring you financial rewards, even if they don’t always come in the form of a cash payout. A recent survey of 2,000 U.S.

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Discipline Funds

DECEMBER 28, 2022

The Arithmetic of Active Management – William Sharpe Why Active Investing Is a Negative Sum Game – Fama & French Section 5 – Behavioral Finance 10 Behavioral Biases that Hurt Investors Why Retail Investors are so Bad at Investing The Psychology of Financial Decision Making Why do People Hate Rising Stock Prices?

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Sara Grillo

DECEMBER 12, 2022

The Transparent Advisor Movement’s mission is to promote ideals of clarity, modesty, integrity, dignity, and client advocacy in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. He spent 10 years there managing billions in assets for institutional and retail clients.

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The Big Picture

OCTOBER 19, 2022

We discussed all these things as well as why there has never been a better time to be a retail investor than right now, right here in this era. One, we invest in the business to better serve you, right, so better digital experience, if you’re a retail investor, more services for advisors. So we serve financial advisors.

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eMoney Advisor

APRIL 13, 2023

In its Retail Banking: 2025 and Beyond report, PwC analysts explore five possible versions of the sector’s future. Closer Than Ever to Clients “We are incredibly bullish on the future of financial advice.” Retail Banking 2025 and Beyond,” August 2022. What will the future of banking look like?

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Clever Girl Finance

APRIL 24, 2023

It doesn't mean that you can never do some retail therapy again, but while you have money troubles, it's a smart move to make. Savvy Ladies Savvy Ladies is an organization that has been around for over 20 years where women can get support via their financial helpline and volunteer support groups.

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Clever Girl Finance

APRIL 24, 2023

It doesn't mean that you can never do some retail therapy again, but while you have money troubles, it's a smart move to make. Savvy Ladies Savvy Ladies is an organization that has been around for over 20 years where women can get support via their financial helpline and volunteer support groups.

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Clever Girl Finance

APRIL 24, 2023

It doesn't mean that you can never do some retail therapy again, but while you have money troubles, it's a smart move to make. Savvy Ladies Savvy Ladies is an organization that has been around for over 20 years where women can get support via their financial helpline and volunteer support groups.

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Inside Information

OCTOBER 30, 2021

Going back and looking at history,” he says, “what is the problem when it comes to protecting retail investors? Yes,” says Rostad. “As I look across the investment advisory world, I don’t see much evidence of individuals remembering that fiduciary is a core differentiator in financial advice.

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Walkner Condon Financial Advisors

FEBRUARY 6, 2024

This isn’t a retail investor problem, it’s a flaw in the human condition. But the key benefit of independent, fee-only financial advice just might be the objectivity of an experienced professional that has shepherded clients through different markets and understands the dangers of recency bias.

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Good Financial Cents

JULY 21, 2022

Though it started out as one of the original discount brokerage firms, Charles Schwab has grown to be the largest retail investment broker in the world. But they have since expanded their product menu to include banking, investing, retirement, financial advice, and other services. And it’s not hard to see why.

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Sara Grillo

NOVEMBER 14, 2022

And if you want to join the right for higher ethics in financial advice, join the Transparent Advisor Movement. Scott Salaske is the founder and CEO of Firstmetric , a flat fee financial advisor firm in Troy, Michigan. Do you have a burning opinion you’d like to share?

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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.

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The Big Picture

MAY 7, 2024

That most people over 40 are concerned about, but just the how can we make you better as a retailer? And, and Gimme One More 00:52:22 [Speaker Changed] Financially Fearless by Katie song, which was written out of a need Facebook group. Moms would ping her every day about financial advice. Joanne Bradford : 100%.

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Sara Grillo

SEPTEMBER 12, 2022

” It brings to light the fundamental question of the role that institutions play in client outcomes, whether those institutions are truly putting the interests of the retail investor over those of their members, and the delicate balance between governance standards and the oppression of individual autonomy.

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Good Financial Cents

APRIL 19, 2023

Realty Mogul is a real estate crowdfunding platform that pools investors’ money to purchase large ticket properties (office buildings, retail space, etc.). Betterment is great at reducing any taxes you have to pay on your investments, and they work with you to give you the best financial advice through their algorithms.

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The Big Picture

APRIL 25, 2023

RITHOLTZ: The Bureau of Business Prevention is how the retail brokers used to describe compliance. And this seems to be an agreement to — RITHOLTZ: Restrict competition in the space of providing financial advice. And I would constantly hear them frustrated by the compliance department. RITHOLTZ: Right.

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The Big Picture

MAY 16, 2023

LINDZON: But that was more hardware and music and not internet related to me, you know, because I came from the financial background, so everything was DOS and Windows. LINDZON: So first year at ’01, ‘02, you have Apple and they blew out the store model, the retail model, which no one thought. LINDZON: This is not financial advice.

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