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. 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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Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

SEPTEMBER 18, 2023

Retail sales numbers for August went up 0.6% FOMC meeting on Wednesday. – 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. Ready to Grow Your Wealth? month-over-month.

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Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

AUGUST 22, 2023

Economic Data: July retail sales came in better than expected. China had some alarming news that might impact the global economy. – 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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Marketing Marketing Financial Advisor Wealth Advisor 52

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. Ready to Grow Your Wealth? Stay tuned for next week. Have a good one.

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Marketing Marketing Financial Advisor Wealth Advisor 52

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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Marketing Marketing Financial Advisor Wealth Advisor 52

Tobias Financial

DECEMBER 22, 2023

During a media briefing held on September 28, 2023, industry thought leaders convened to discuss the pressing importance of fiduciary standards in financial advisory services. Our very own Wealth Advisor, Yesenia Realejo, CFP ® , served as one of the panelists sharing valuable insights and experiences regarding fiduciary standards.

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Tobias Financial

DECEMBER 19, 2023

During a media briefing held on September 28, 2023, industry thought leaders convened to discuss the pressing importance of fiduciary standards in financial advisory services. Our very own Wealth Advisor, Yesenia Realejo, CFP ® , served as one of the panelists sharing valuable insights and experiences regarding fiduciary standards.

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Investment Advisor Ethics Investing Investments 52

Zoe Financial

NOVEMBER 20, 2023

Retail sales did a little better than expected. Zoe Financial, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Ready to Grow Your Wealth? Inflation came down. Headline CPI fell from 3.7

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Marketing Marketing Wealth Management Financial Advisor 52

Zoe Financial

OCTOBER 23, 2023

Economic Updates: Stronger than expected retail sales, 0.7% Zoe Financial, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Ready to Grow Your Wealth? month-over-month growth. Well above 1.5%

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Marketing Marketing Financial Advisor Wealth Advisor 52

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. Ready to Grow Your Wealth? We believe financial advice should come from unbiased and certified professionals. Core CPI ticked down from 4.3

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Marketing Marketing Financial Advisor Wealth Advisor 52

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. Ready to Grow Your Wealth? We believe financial advice should come from unbiased and certified professionals. Unemployment is still below 4%.

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Marketing Marketing Wealth Management Financial Advisor 52

The Big Picture

OCTOBER 19, 2022

The transcript from this week’s, MiB: Tom Rampulla, Vanguard’s Financial Advisor Services Director , is below. 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. I’m Barry Ritholtz. My special guest this week is Tom Rampulla.

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Clients Financial Advisor Taxes Investing 286

Wealth Management

JUNE 9, 2025

Convergence of wealth, retirement and benefits at the workplace 3. Partners including: advisors (RPAs, aggregators, wealth advisors and broker/dealers); plan sponsors; participants; asset managers. Explosion of plan formation 4. Consolidation industry-wide 5. Plan design and investments 7.

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Wealth Management Retirement Planning Assets 139