Zoe Financial

OCTOBER 9, 2023

Economic data we can point to this: September employment data came out and payroll gains came in at 336,000. Economic Snapsot: Average hourly earnings came in at 4.15 Long-term bonds try to give a proxy for inflation + real economic growth (nominal GDP growth). It was up 0.2% Unemployment rate held steady at 3.8%.

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Zoe Financial

OCTOBER 23, 2023

Economic Updates: Stronger than expected retail sales, 0.7% 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.

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Zoe Financial

OCTOBER 16, 2023

Economic Updates: Oil prices were up 6% for the week. 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.

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Zoe Financial

AUGUST 28, 2023

Economic Data: The Fed, Powell’s speech: No big reveals or shift in expectations. We believe financial advice should come from unbiased and certified professionals. The Stock Market: The S&P 500 was up and so was Nasdaq. S&P 500 was up 0.8% this past week. Nasdaq was up 2.3% for the week. Dow Jones was down 0.4%.

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Zoe Financial

AUGUST 22, 2023

Economic Data: July retail sales came in better than expected. We believe financial advice should come from unbiased and certified professionals. Nasdaq was down 2.6% for the week. 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

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Zoe Financial

AUGUST 14, 2023

Economic Data: Macro is doing much better than people expected. We believe financial advice should come from unbiased and certified professionals. Drops were led by the magnificent 7 (mega large-cap stocks). GPD and consumers have held up. July CPI came in line with expectations. Headline CPI came in at 3.2,

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Zoe Financial

AUGUST 8, 2023

Economic Data: Slow hiring this Summer from U.S. We believe financial advice should come from unbiased and certified professionals. The sell-off in stocks and bonds came in the back of Fitch downgrading the U.S. government credit rating. We had mixed data for jobs and wages. Expectations are that earnings will be down 5.2%

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Zoe Financial

JULY 10, 2023

Economic Data: Payroll’s data could have driven the markets to sell-off. We believe financial advice should come from unbiased and certified professionals. Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA July 10, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama!

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Zoe Financial

JUNE 5, 2023

Economic Data: Last week we saw the debt ceiling resolution in Washington, great news. We believe financial advice should come from unbiased and certified professionals. The Stock Market: The S&P 500 was up 1.8% for the week. May was fairly flat at 0.4%, but year-to-date at 11.5%. Positive revisions for March and April.

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Zoe Financial

APRIL 17, 2023

Economic Data: March core CPI hit expectations of 5.6% We believe financial advice should come from unbiased and certified professionals. Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 17, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! The S&P 500 was up 0.8%

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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 believe financial advice should come from unbiased and certified professionals. Stay tuned for next week.

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Zoe Financial

NOVEMBER 6, 2023

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. Economies and markets fluctuate.

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Zoe Financial

JULY 31, 2023

Economic Data: What drove the markets last week? Economic growth remains resilient. We believe financial advice should come from unbiased and certified professionals. The Stock Market: The S&P 500 was up 1% for the week. It’s up 19.3% year-to-date. Nasdaq was up even more by 2%. It is now up 37% year-to-date.

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Zoe Financial

OCTOBER 30, 2023

Economic Updates: Strong third quarter GDP number – came in at 4.9% Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Actual economic or market events may turn out differently than anticipated. annualized growth.

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Zoe Financial

SEPTEMBER 5, 2023

Economic Data: In August, U.S. We believe financial advice should come from unbiased and certified professionals. Best Online Financial Advisor 2022 Series A Led by Softbank Most Innovative Companies 2022 2019 Annual Fintech Competition Winner Featured by: The post Market Drama appeared first on Zoe Financial.

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Zoe Financial

SEPTEMBER 5, 2023

Economic Data: In August, U.S. We believe financial advice should come from unbiased and certified professionals. Best Online Financial Advisor 2022 Series A Led by Softbank Most Innovative Companies 2022 2019 Annual Fintech Competition Winner Featured by: The post Market Drama appeared first on Zoe Financial.

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Zoe Financial

JULY 17, 2023

Economic Data: Expectations for the Fed to cut interest rates in March of 2024, rather than in May of 2024. We believe financial advice should come from unbiased and certified professionals. Main reason for market enthusiasm has to do with the inflation numbers for June. For earnings, companies are reporting above expectations.

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Zoe Financial

JUNE 26, 2023

Economic Data: On the positive side: Housing starts for May came in much better than expected. We believe financial advice should come from unbiased and certified professionals. Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA June 26, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama!

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Zoe Financial

MAY 14, 2023

Economic Data: Core CPI came in as expected at 5.5% We believe financial advice should come from unbiased and certified professionals. Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 15, 2023 Watch Time: 4 minutes Welcome to this week’s Market Drama! Low volatility. forecast of 63).

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Zoe Financial

MARCH 20, 2023

Leading Economic Index (LEI) fell for its 11th straight month. February 24, 2023 Explore More About Zoe Financial Zoe is a wealth platform that connects you to the right trustworthy, credentialed, and experienced wealth advisor for your needs. We believe financial advice should come from unbiased and certified professionals.

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Zoe Financial

JANUARY 23, 2023

We’ll see how economic activity’s looking for the month of January so far. 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. Stay tuned for next week.

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Zoe Financial

NOVEMBER 27, 2023

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. Economies and markets fluctuate.

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Zoe Financial

JULY 24, 2023

Economic Data: Retail sales were up 0.2% We believe financial advice should come from unbiased and certified professionals. Best Online Financial Advisor 2022 Series A Led by Softbank Most Innovative Companies 2022 2019 Annual Fintech Competition Winner Featured by: The post Market Drama appeared first on Zoe Financial.

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Zoe Financial

MAY 1, 2023

Economic Data: Inflation data – The core CPE index came in as expected at 4.6% We believe financial advice should come from unbiased and certified professionals. Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 1, 2023 Watch Time: 4 minutes Welcome to this week’s Market Drama!

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Zoe Financial

NOVEMBER 13, 2023

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. Economies and markets fluctuate.

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Zoe Financial

JUNE 19, 2023

Economic Data: Producer Price Index (PPI) declined month over month by 0.3%. We believe financial advice should come from unbiased and certified professionals. The Federal Reserve meeting last Wednesday, there was an agreement to stop the interest rate hike. Positive indicator that CPI will continue to come down.

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eMoney Advisor

JUNE 6, 2023

Research shows that those with higher levels of financial knowledge are more likely to exhibit positive financial behaviors and make responsible decisions. 1 As financial markets and tools continue to become increasingly complex individuals may experience feelings of lower confidence resulting in financial anxiety and stress.

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Indigo Marketing Agency

DECEMBER 19, 2022

Dorsainvil, CFP®, they are on a mission to provide access to financial planning for “the rest of us.” Lazetta believes that solid financial advice is not just for the 1%. Joshua Brown is a financial advisor and the CEO of Ritholtz Wealth Management. He published his first book, Making Money Simple , in 2019.

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Harness Wealth

JUNE 1, 2023

International Longevity Centre-UK (ILC-UK): The Value of Financial Advice The International Longevity Centre-UK conducted a study aimed at understanding the long-term effect of financial advice on wealth accumulation.

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Zoe Financial

NOVEMBER 13, 2023

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. Economies and markets fluctuate.

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Harness Wealth

JUNE 9, 2023

Take, for example, the below chart, which highlights the impact that inflation will have on various returns based on historical data from 1926-2019. Exploring Illustrative Economics Consider the comparison below between a pre-tax retirement account and a post-tax alternative.

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Zoe Financial

NOVEMBER 9, 2023

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. Economies and markets fluctuate.

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Zoe Financial

NOVEMBER 21, 2023

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. Economies and markets fluctuate.

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Walkner Condon Financial Advisors

FEBRUARY 6, 2024

large cap stocks in 2003-2007 and underperformance in 2019-2023. Large cap has pulled off that same feat over the last five years, finishing first in 2019, 2021 and once again in 2023. I could pull out some socio-economic Jenga pieces that include the high valuation of the U.S. large cap performance over these past five years.

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Sara Grillo

APRIL 10, 2023

-Sara G Biographies Scott Salaske Scott Salaske is the founder and CEO of Firstmetric, a flat fee financial advisor firm in Troy, Michigan. Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way.

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Sara Grillo

SEPTEMBER 26, 2022

JR: There is no educational standard for someone to become a financial planner, although there’s not any evidence to suggest that financial planners like me are any less trained or less academically qualified, that we have to disclose our academic backgrounds and designations in our ADVs. 2019, July 30).

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Sara Grillo

SEPTEMBER 12, 2022

Prior to joining Advocacy Wealth Management in 2022, Robert served in a variety of positions at Fidelity Investments and Morgan Stanley as a Financial Consultant. Robert completed His Undergraduate Degree at The University of Utah in Economics and his Master of Science in Advanced Personal Financial Planning at Kansas State University.

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