Random Roger's Retirement Planning

MAY 15, 2023

A healthcare theme might play out over the long term but maybe something like an online retailer might be more about steady or increasing rates of growth over a shorter and ongoing time frame while a company that sells household products might be more about cash flow and dividends.

Portfolio

Zoe Financial

JULY 24, 2023

Economic Data: Retail sales were up 0.2% Retail sales matter because consumption is 69% of GDP. This would mark the largest earnings decline reported by the index since Q2 of 2020. Analysts are predicting earnings growth of 0.1 centrally flat. month-over-month. Below the 0.5% expectations. Consumers have been very resilient.

Marketing

Zoe Financial

DECEMBER 16, 2022

Retail sales declined 0.6% The fact that retail sales are down is an indication that the most important driver of growth is not looking so hot going into next year. Zoe Wins NerdWallet’s 2023 Best-Of Awards For Best Online Financial Advisor. It was expected to be up 6.1%. from November month-over-month. January 4, 2023.

Marketing

Tobias Financial

DECEMBER 22, 2023

Our very own Wealth Advisor, Yesenia Realejo, CFP ® , served as one of the panelists sharing valuable insights and experiences regarding fiduciary standards. 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.

Investment Advisor

Tobias Financial

DECEMBER 19, 2023

Our very own Wealth Advisor, Yesenia Realejo, CFP ® , served as one of the panelists sharing valuable insights and experiences regarding fiduciary standards. 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.

Investment Advisor

Zoe Financial

SEPTEMBER 11, 2023

August retail sales. 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. Negative yield curves signal that we could see a bear market for stocks. August PPI.

Marketing

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. Zoe Wins NerdWallet’s 2023 Best-Of Awards For Best Online Financial Advisor. People are expecting inflation to be 4.6% on average. January 4, 2023.

Marketing

Zoe Financial

SEPTEMBER 18, 2023

Retail sales numbers for August went up 0.6% Biggest headline there: oil prices affecting gasoline prices – increased 10.6% month-over-month. Core CPI went down from 4.7% year-over-year to 4.3% – deceleration of growth. month-over-month. Most of that price came from gasoline. Looking forward to next week: Housing start data for August.

Marketing

Zoe Financial

AUGUST 22, 2023

Economic Data: July retail sales came in better than expected. There is a pullback, the question is: will we have a bear market? Small caps are underperforming the broader market. Concerns around the U.S economy losing some steam. Unemployment rate remains abnormally low. GDP is mostly driven by consumption.

Marketing

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. What to look out for this week: Earnings will be a big part of the story. Have a good one.

Marketing

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.

Marketing

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. Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA January 23, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama!

Marketing

Zoe Financial

JANUARY 16, 2023

Looking at this week: December headline retail sales number comes out. Zoe Wins NerdWallet’s 2023 Best-Of Awards For Best Online Financial Advisor. Zoe is a wealth platform that connects you to the right trustworthy, credentialed, and experienced wealth advisor for your needs. It’s expected to decline 0.5%

Marketing

Zoe Financial

NOVEMBER 20, 2023

Retail sales did a little better than expected. 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. Economy is slowing down a bit but there is no sign of a recession. Rally continues to be very narrow.

Marketing

Zoe Financial

OCTOBER 23, 2023

Economic Updates: Stronger than expected retail sales, 0.7% 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. month-over-month growth. What to expect next week? Well above 1.5% that we’ve seen in the past.

Marketing

Zoe Financial

OCTOBER 16, 2023

Coming up next week: Retail sales and housing starts. CPI Data: Headline CPI data for August came in at 3.7%. Core CPI ticked down from 4.3 The Fed wants this to be 2 – 3% before lowering interest rates. Stay tuned for next week. – Andres Disclosure: This material provided by Zoe Financial is for informational purposes only.

Marketing

Zoe Financial

NOVEMBER 13, 2023

Retail sales to see how the consumer is growing up. Households were also able to reduce their debt by refinancing their mortgage rates. 14 million households refinanced their mortgage reducing household debt by around $30 billion annually through 2021. Helps explain why the consumer has been resilient to a hike in interest rates.

Marketing

Trade Brains

JULY 4, 2024

Nuvama Wealth Management: Forget glowing wealth advisors and generic investment plans. In the hushed chambers of Nuvama Wealth Management Ltd, a different kind of wealth management unfolds. Here the ultra, high net worth and esteemed institutions entrust their fortunes to select a few. Industry P.E (TTM)

Wealth Management

Sara Grillo

DECEMBER 12, 2022

He spent 10 years there managing billions in assets for institutional and retail clients. Doug Twiddy has spent 15-years assisting financial planners and wealth advisors with guidance on proper planning strategies for their clients. Derek Robinett. Derek Robinett is a well-educated, experienced financial executive. Doug Twiddy.

Financial Advisor

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. And you know, we have a team that serves those advisors in the home offices of those advisors, talking about Vanguard’s product and educating about product. We serve retail investors.

Clients